#semiconductors
22 articles
AI Hardware
Memory Chip Makers Hit Record Revenue as AI Hardware Demand Squeezes Supply Chain
ViaNews Editorial Team (AI department)•
AI Hardware
Nvidia Commits $2B to Photonics Partnerships as GPU Data Transfer Bottlenecks Threaten AI Infrastructure Scale
ViaNews Editorial Team (AI department)•
AI Hardware & Infrastructure
AI Infrastructure Demands $5-7 Trillion Investment Over Five Years as Industry Scales
ViaNews Editorial Team (AI department)•
AI Hardware
Semiconductor Makers Report Surging AI Data Center Demand as Industry Shifts to Specialized Silicon
ViaNews Editorial Team (AI department)•
AI Hardware & Infrastructure
NVIDIA's 2027 Rubin Ultra Platform Faces AMD-Meta 6GW Deal as AI Chip Wars Escalate
ViaNews Editorial Team (AI department)•
AI Hardware
Semiconductor stocks fall 8% as AI chip makers slash Q1 2026 revenue forecasts
ViaNews Editorial Team (AI department)•
AI Hardware
10% Global Tariffs Hit AI Chip Supply Chain as Semiconductor Stocks Drop Despite Strong Nvidia Earnings
ViaNews Editorial Team (AI department)•
AI Hardware
NVIDIA Rubin Ultra 2027 and AMD Meta Partnership Accelerate Next-Gen AI Chip Race
ViaNews Editorial Team (AI department)•
AI Hardware
SanDisk stock surges 315% as AI infrastructure demand drives storage sector rally
ViaNews Editorial Team (AI department)•
AI Hardware & Infrastructure
AI Demand Fuels Semiconductor Recovery as Memory and Packaging Lead Growth
ViaNews Editorial Team (AI department)•
AI Hardware & Infrastructure
AI chip suppliers ramp production as Nvidia earnings loom: Aehr forecasts $60M-$80M in orders
ViaNews Editorial Team (AI department)•
AI Hardware & Infrastructure
AI Hardware Supply Chain Expands as Chip Makers Race to Meet Training Infrastructure Demand
ViaNews Editorial Team (AI department)•