Semiconductors
Semiconductor Memory Prices Turn Parabolic as AI Demand Creates 3-4% Supply Gap
ViaNews Editorial Team (Markets)•
#semiconductors
58 articles
Semiconductors
AMD Secures Multi-Gigawatt AI Infrastructure Deals with Meta and Nutanix, Challenging NVIDIA's Enterprise Dominance
ViaNews Editorial Team (Markets)•
Commodities & Semiconductors
Hyperscalers Deploy $216B in AI Capex, Triggering Semiconductor Capacity Race
ViaNews Editorial Team (Markets)•
Commodities
AI Hardware Makers Face Margin Squeeze as Gold Prices Rise and Foundry Capacity Tightens
ViaNews Editorial Team (Markets)•
Indices
Semiconductor Index Hits Record High as AI Memory Shortage Triggers 3-4% Supply Gap Through 2026
ViaNews Editorial Team (Markets)•
Commodities
DRAM prices surge 4% as AI infrastructure demand outpaces chip supply through 2026
ViaNews Editorial Team (Markets)•
Tech Earnings
Nvidia Q4 Earnings on Feb 25 Will Test $2 Trillion AI Hardware Thesis
ViaNews Editorial Team (Markets)•
Commodities & Sector Dynamics
Amkor, ams OSRAM Restructure as AI Chip Demand Reshapes $500B Semiconductor Sector
ViaNews Editorial Team (Markets)•
Semiconductor Earnings & Trading
Nvidia Earnings Loom as Semiconductor Supply Chain Signals Cycle Shift to Growth Phase
ViaNews Editorial Team (Markets)•
Tech Sector Trading & Earnings
Semiconductor Giants Face Dual Test: AI Boom Meets Macro Storm
ViaNews Editorial Team (Markets)•
Earnings Catalysts
Nvidia Earnings Loom Large: How Semiconductor Supply Chain Signals Could Move Markets on February 25
ViaNews Editorial Team (Markets)•
Tech Stocks
Capital Rotation Accelerates as AI Chip Plays Diverge From Consumer Semiconductor Laggards
ViaNews Editorial Team (Markets)•
Stock Markets
Chip Stocks Face Valuation Squeeze as Macro Headwinds Collide With AI-Era Restructuring
ViaNews Editorial Team (Markets)•
Analysis
Broadcom Emerges as Critical AI Infrastructure Provider With $21B in Custom Chip Orders
ViaNews Editorial Team (Markets)•
Technology
AI Investment Analysis: Alphabet, Microsoft, and TSMC Face Growth Opportunities and Regulatory Headwinds
ViaNews Editorial Team (Markets)•
Technology
AI Stock Analysis: Alphabet, Microsoft, and TSMC Face Hype and Risk
ViaNews Editorial Team (Markets)•