Tag: AI chips

DRAM ETF Roundhill Memory Smashes Records with Explosive Growth as Retail Investors Drive Massive Semiconductor Rally

SpaceX IPO Faces Costly Chip Risk as Bold Terafab GPU Plan Deepens AI Bet

Jensen Huang Taiwan visit : Nvidia chief urges suppliers to ramp output amid memory crunch, touts huge OpenAI plan

ASML Soars as Nvidia‑Fueled AI Boom Supercharges EUV Laser ‘Printers’ Demand; Chipmakers Boost 2026 Capex

Urgent Nvidia H200 China licenses push: U.S. works ‘feverishly’ as purchase orders signal approval; ship date still uncertain

AMD’s Bold Stand: Lisa Su dismisses ‘AI bubble’ fears as OpenAI’s 6‑GW deal and a 15% China levy reshape the chip race

RISC‑V’s Decisive Surge: Open‑Standard Chips Poised to Reshape AI Hardware in 2026

Lip‑Bu Tan in Conflict‑of‑Interest Spotlight: Intel’s High‑Stakes deals linked to CEO’s own holdings, sources say

U.S. crackdown on illicit Nvidia chips pipeline: Two men accused in $160M scheme to China under ‘Operation Gatekeeper’.

Defiant, hard‑hitting Nvidia memo names Michael Burry, rebuts Enron‑style comparisons as $4.5T valuation faces scrutiny