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Browsing Tag

Semiconductor Industry

20 posts
AArtificial intelligence
Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks
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Jensen Huang Says the Chip Industry’s Usual Boom-Bust Cycle Won’t Hit for a While, a Bullish Signal for AI Stocks

  • August 2, 2026
The chip industry has historically been cyclical, going through cycles that average about four years. With semiconductor stocks…
AArtificial intelligence
SK Hynix's Record Profit Misses Investors' Lofty AI Expectations
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SK Hynix’s Record Profit Misses Investors’ Lofty AI Expectations

  • July 29, 2026
(Bloomberg) — SK Hynix Inc.’s (SKHY) quarterly profit rose a smaller-than expected 557%, adding to heightened fears that…
AArtificial intelligence
Nvidia CEO Huang: Chips Industry Must Grow 10x Over The Next Decade To Power 100 Billion AI Agents
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Nvidia CEO Huang: Chips Industry Must Grow 10x Over The Next Decade To Power 100 Billion AI Agents

  • July 27, 2026
Quick Read Jensen Huang projects NVDA’s semiconductor industry must grow 10x to serve 100 billion AI agents replacing…
AArtificial intelligence
Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase ‘this time is different’
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Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase ‘this time is different’

  • July 25, 2026
The semiconductor industry is notorious for going through boom-and-bust cycles, but Nvidia CEO Jensen Huang doesn’t think a…
EEconomy
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
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Earnings, Inflation, Iran — What’s moving markets

  • July 15, 2026
Investing.com – U.S. stock futures were mixed on Tueday as renewed tensions between the United States and Iran…
AArtificial intelligence
Samsung expects 1,800% leap in quarterly operating profit on AI boom
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Samsung expects 1,800% leap in quarterly operating profit on AI boom

  • July 7, 2026
Frenzied global demand for advanced memory chips has helped South Korean semiconductor giants post record profits (Jung Yeon-je)…
AArtificial intelligence
Tesla future tied to Musk, AI ambitions—Morgan Stanley
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HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise

  • July 3, 2026
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker’s latest…
AArtificial intelligence
The World's Most Important Chipmaker Has Fantastic News for Artificial Intelligence (AI) Stock Investors
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The World’s Most Important Chipmaker Has Fantastic News for Artificial Intelligence (AI) Stock Investors

  • June 10, 2026
Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, is the world’s largest semiconductor foundry, specializing in the…
AArtificial intelligence
AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic
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AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

  • May 31, 2026
(Bloomberg) — Chipmakers are by far the hottest stocks in the market, but their recent surge is lending…
AArtificial intelligence
Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing
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Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing

  • May 3, 2026
Quick Read Taiwan Semiconductor Manufacturing accelerated a new mega fab after securing environmental clearance to meet AI hardware…
AArtificial intelligence
Chip giant SK hynix posts record quarterly profit on AI boom
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Chip giant SK hynix posts record quarterly profit on AI boom

  • April 23, 2026
Revenue surpassed 50 trillion won for the first time in a single quarter, while operating profit nearly doubled…
EEconomy
Governor Hochul Announces $43M Micron Investment to Transform Central New York Jobs, Housing and Economy Boom
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Governor Hochul Announces $43M Micron Investment to Transform Central New York Jobs, Housing and Economy Boom

  • March 28, 2026
Home » America Travel News » Governor Hochul Announces $43M Micron Investment to Transform Central New York Jobs,…
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