#semiconductors
Every article tagged semiconductors, ranked by recency.
NVIDIA and SK hynix Forge Partnership to Accelerate AI Infrastructure
NVIDIA and SK hynix have entered a multiyear partnership to develop advanced memory technologies, a crucial step for AI factory expansion. This collaboration will address the chall
Nvidia Expands AI Infrastructure Through Strategic South Korea Partnerships
Nvidia's new partnerships with South Korean giants are set to strengthen its AI infrastructure, potentially boosting its market valuation and standing in the tech sector.
Nvidia and SK Group Forge Long-Term Partnership for AI Infrastructure
Nvidia and SK Group have announced a long-term alliance focused on co-developing AI technology, including advanced chip designs and stable data centers, set to reshape the AI lands
NVIDIA and SK hynix Unite to Innovate AI Memory Solutions
NVIDIA has joined forces with SK hynix in a multiyear initiative to co-develop next-generation memory solutions, enhancing AI infrastructure and semiconductor manufacturing process
Marvell Technology Sees Record Q1 Revenue Amid AI Data Center Expansion
Marvell Technology reports record Q1 revenue of $2.418 billion, driven by AI infrastructure initiatives and a partnership with NVIDIA, projecting $16.5 billion in FY28 sales.
Marvell Joins S&P 500 as Demand for AI Infrastructure Soars
Marvell's addition to the S&P 500 reflects the booming demand for AI infrastructure, driven by its partnerships with leading tech firms and a significant investment from NVIDIA.
Huawei’s New Chip Technology Challenges Nvidia’s Market Dominance
Huawei's innovative semiconductor approach could disrupt Nvidia's AI valuation by tackling chip scarcity head-on, raising questions about future market dynamics.
Broadcom’s AI Revenue Surge Positions It as a Top Infrastructure Bet
Broadcom's impressive fiscal Q1 results and ambitious AI revenue forecasts solidify its place on Goldman Sachs' Conviction List, showcasing the company's pivotal role in AI infrast
Nvidia Surges Past $236 Amid Renewed AI Chip Demand from China
Nvidia's stock has reached an all-time high of $236, fueled by renewed demand for AI chips from China. Analysts anticipate potential consolidation before another upward trajectory.
Cohu’s $5M GaN Test Win Signals Strategic Shift in AI Infrastructure
Cohu's acquisition of a $5M order for its DiamondX test platform highlights its growing significance in AI infrastructure. This development may alter the investment outlook despite