#semiconductors — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #semiconductors, aggregated by home.social.
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https://www.europesays.com/dk/82627/ India, the Netherlands expected to discuss entire spectrum of bilateral relations: Envoy #Amsterdam #BilateralRelations #India #Netherland #Netherlands #PmModi #Semiconductors
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India, the Netherlands expected to discuss entire spectrum of bilateral relations: Envoy
Amsterdam, May 14 (IANS) The Netherlands is not only one of India’s important trading partners but also serves…
#Netherlands #Nederland #NL #Europe #Europa #EU #bilateralrelations #India #Netherland #PMModi #semiconductors
https://www.europesays.com/netherlands/11524/ -
Leading-edge foundry roadmaps for TSMC, Intel and Samsung — outlining the path to 1.4nm nodes and beyond
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📊 Nvidia наближається до прориву в експорті чипів до Китаю — CEO Jensen Huang лобіював це попри опір Вашингтона і Пекіна. Водночас Сі Цзіньпін запевнив керівників Nvidia, Tesla та Apple, що Китай «відкриється ширше». Це сигнал: технологічна війна між США і Китаєм може перейти у фазу обережного розморожування.
Для ринків це означає потенційний каталізатор для напівпровідникового сектору, особливо для Nvidia, чиї акції чутливі до доступу на китайський ринок. Але варто пам'ятати: історично такі заяви рідко призводять до швидких змін — регуляторні перепони залишаються високими.
Інвестори мають стежити за підсумками саміту Сі-Трамп, де обговорюватимуть торгівлю, технології та Тайвань. Будь-який прогрес може підтримати ризикові активи, але ескалація — навпаки.
#Nvidia #Semiconductors #USChina #TechTrade #Інвестиції #Аналітика #SP500
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📊 Nvidia наближається до прориву в експорті чипів до Китаю — CEO Jensen Huang лобіював це попри опір Вашингтона і Пекіна. Водночас Сі Цзіньпін запевнив керівників Nvidia, Tesla та Apple, що Китай «відкриється ширше». Це сигнал: технологічна війна між США і Китаєм може перейти у фазу обережного розморожування.
Для ринків це означає потенційний каталізатор для напівпровідникового сектору, особливо для Nvidia, чиї акції чутливі до доступу на китайський ринок. Але варто пам'ятати: історично такі заяви рідко призводять до швидких змін — регуляторні перепони залишаються високими.
Інвестори мають стежити за підсумками саміту Сі-Трамп, де обговорюватимуть торгівлю, технології та Тайвань. Будь-який прогрес може підтримати ризикові активи, але ескалація — навпаки.
#Nvidia #Semiconductors #USChina #TechTrade #Інвестиції #Аналітика #SP500
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Applied Materials Reports Strong Earnings Amid AI-Fueled Demand
Applied Materials beat Q4 earnings expectations thanks to strong demand for AI chip tools. See how this impacts the tech sector.
#AppliedMaterials, #AI, #Semiconductors, #ChipDemand, #TechEarnings
https://newsletter.tf/applied-materials-q4-earnings-ai-chip-demand/
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Applied Materials reported earnings that were better than expected in Q4, showing strong demand for AI chip tools. This is good news for companies building AI technology.
#AppliedMaterials, #AI, #Semiconductors, #ChipDemand, #TechEarnings
https://newsletter.tf/applied-materials-q4-earnings-ai-chip-demand/ -
Why investors are piling into AI and memory chip stocks [Market Catalysts Full Episode]
#ai #stocks #nvidia #investing #semiconductors #markets #etf #technology #finance Investors continue pouring money into AI and semiconductor trades as memory chip stocks surge and a new ETF tied to the AI boom becomes the fastest-growing fund in history. Chapters 00:00 Hot inflation data pressures markets again 03:24 Why investors still love AI stocks 08:24 Is Nike quietly turning…
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Why investors are piling into AI and memory chip stocks [Market Catalysts Full Episode]
#ai #stocks #nvidia #investing #semiconductors #markets #etf #technology #finance Investors continue pouring money into AI and semiconductor trades as memory chip stocks surge and a new ETF tied to the AI boom becomes the fastest-growing fund in history. Chapters 00:00 Hot inflation data pressures markets again 03:24 Why investors still love AI stocks 08:24 Is Nike quietly turning…
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Why investors are piling into AI and memory chip stocks [Market Catalysts Full Episode]
#ai #stocks #nvidia #investing #semiconductors #markets #etf #technology #finance Investors continue pouring money into AI and semiconductor trades as memory chip stocks surge and a new ETF tied to the AI boom becomes the fastest-growing fund in history. Chapters 00:00 Hot inflation data pressures markets again 03:24 Why investors still love AI stocks 08:24 Is Nike quietly turning…
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Why investors are piling into AI and memory chip stocks [Market Catalysts Full Episode]
#ai #stocks #nvidia #investing #semiconductors #markets #etf #technology #finance Investors continue pouring money into AI and semiconductor trades as memory chip stocks surge and a new ETF tied to the AI boom becomes the fastest-growing fund in history. Chapters 00:00 Hot inflation data pressures markets again 03:24 Why investors still love AI stocks 08:24 Is Nike quietly turning…
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Why investors are piling into AI and memory chip stocks [Market Catalysts Full Episode]
#ai #stocks #nvidia #investing #semiconductors #markets #etf #technology #finance Investors continue pouring money into AI and semiconductor trades as memory chip stocks surge and a new ETF tied to the AI boom becomes the fastest-growing fund in history. Chapters 00:00 Hot inflation data pressures markets again 03:24 Why investors still love AI stocks 08:24 Is Nike quietly turning…
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Signal: AVGO (Broadcom) moved 4.2% up to $218.50
Broadcom saw strong movement on increased ASIC pipeline visibility. Market repricing ahead of June 5 earnings. The custom silicon thesis is gaining tr
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Signal: AVGO (Broadcom) moved 4.2% up to $218.50
Broadcom saw strong movement on increased ASIC pipeline visibility. Market repricing ahead of June 5 earnings. The custom silicon thesis is gaining tr
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The AI bottleneck cascade isn't a single constraint — it's layers that trade off:
GPU supply → easing
CoWoS packaging → still tight
HBM memory → tight
Grid equipment → acuteYou can front-run one layer but not all. The market still prices as if it's only GPUs.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The AI compute market is splitting: training stays on NVDA GPUs, inference fragments to custom ASICs (AVGO, MRVL). If you believe inference volume >> training volume long-term, the ASIC layer captures more margin than the GPU layer.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
-
The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
-
The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
-
The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
-
The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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The semiconductor supply chain is experiencing a structural shift from 'just-in-time' to 'just-in-case.' Every fab announcement is a bet that AI demand is secular, not cyclical. If demand dips, the industry carries unprecedented fixed cost.
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Europe’s Photonics Push Runs Through Spain- EE Times
//php echo do_shortcode(‘[responsivevoice_button voice=”US English Male” buttontext=”Listen to Post”]’) ?> Europe has spent decades building world-class photonics research.…
#Spain #ES #Europe #Europa #EU #AIinfrastructure #Co-PackagedOptics #datacenters #EUchipsact #ICs #Optics&Photonics #Semiconductors #SovereignAI #Startups
https://www.europesays.com/spain/22533/ -
🟢 Diplomatic | 5/10
🇺🇸 🇨🇳 🇹🇼Nvidia CEO to join Trump delegation to China
Nvidia CEO Jensen Huang will join President Trump on his China visit as a last-minute addition, boarding Air Force One during a stopover in Alaska. -
🟢 Diplomatic | 5/10
🇺🇸 🇨🇳 🇹🇼Nvidia CEO to join Trump delegation to China
Nvidia CEO Jensen Huang will join President Trump on his China visit as a last-minute addition, boarding Air Force One during a stopover in Alaska. -
Michael Burry’s New Warning + NVIDIA Stock Pick + GameStop Latest
#stocks #ai #nvidia #investing #markets #gamestop #finance #semiconductors #wallstreet Chapters 00:00 Ryan Cohen’s eBay bid gets rejected 04:17 Why GameStop’s strategy is under fire 08:08 Are AI stocks starting to look euphoric? 12:54 Why Nvidia earnings matter so much 15:44 Semiconductor stocks keep exploding higher 19:21 Why some fast food chains are still winning == — Facebook: — X/Twitter: —…
https://fllics.com/en/video/michael-burrys-new-warning-nvidia-stock-pick-gamestop-latest/
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TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules
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NASA partners with Microchip to build next-generation spaceflight chips with 100x the power of current offerings — chip designed to withstand radiation for extended missions on the Moon and Mars
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FoxConn Satellites? Huh? Oh, wait this strategy does have some logic behind it!
Foxconn launches 2nd gen PEARL-1A and PEARL-1B satellites - core component of its “3+3” expansion.
FoxConn's 3+3 strategy prioritizes three emerging industries—electric vehicles, digital health, and robotics—supported by three core technologies: artificial intelligence, semiconductors, and next-generation communications.
By owning the satellite hardware and the communications stack, Foxconn aims to offer vertically integrated services for the automotive and industrial sectors, including real-time telemetry for its burgeoning EV platform. Boom! https://satnews.com/2026/05/03/foxconn-launches-second-generation-pearl-satellites-via-spacex-falcon-9/ #FoxConn #Space #Satellites #EVs #Communications #AI #Semiconductors #SpaceCommunications #IntersatelliteCommunication
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https://winbuzzer.com/2026/05/11/tesla-ai5-ignites-samsung-lg-race-for-abf-substrat-xcxwbn/
Tesla's AI hardware plans are turning ABF substrates into a live contest between LG Innotek and Samsung Electro-Mechanics.
#AI #Tesla #LGInnotek #Samsung #Semiconductors #Chips #ChipManufacturing #Robotics #AutonomousDriving #ElectricVehicles
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Since returning to the White House, #Trump has demonstrated great ambivalence toward #Taiwan, an approach that’s raising questions ahead of this week’s summit with #China President #Xi Jinping about whether the #US leader could be open to dialing back support for the island #democracy that Beijing views as its breakaway province. [as long as Trump gets something in return, cash, #semiconductors…, he’s open to it]
#geopolitics #sovereignty #kleptocracy #MafiaState
https://apnews.com/article/trump-xi-taiwan-democracy-arms-semiconductors-5c6aed1f1628fee0d381ecbb1ff73d10 -
Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration
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https://winbuzzer.com/2026/05/11/apple-and-intel-have-reached-a-deal-to-produce-fut-xcxwbn/
Apple appears to have reached a preliminary deal for Intel to manufacture some future chips, a supply-chain shift that would loosen Apple's dependence on TSMC if it holds.
#Apple #Intel #TSMC #IntelFoundry #ChipManufacturing #Semiconductors #Chips #Chipmakers
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South Korea's exports soared 43.7% during the first ten days of May, driven by a remarkable 149.8% surge in semiconductor shipments, signaling robust recovery in the tech sector
#YonhapInfomax #Exports #Semiconductors #SouthKorea #TradeData #TechSector #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119746 -
South Korea's exports soared 43.7% during the first ten days of May, driven by a remarkable 149.8% surge in semiconductor shipments, signaling robust recovery in the tech sector
#YonhapInfomax #Exports #Semiconductors #SouthKorea #TradeData #TechSector #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119746 -
South Korea's exports soared 43.7% during the first ten days of May, driven by a remarkable 149.8% surge in semiconductor shipments, signaling robust recovery in the tech sector
#YonhapInfomax #Exports #Semiconductors #SouthKorea #TradeData #TechSector #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119746 -
South Korea's exports soared 43.7% during the first ten days of May, driven by a remarkable 149.8% surge in semiconductor shipments, signaling robust recovery in the tech sector
#YonhapInfomax #Exports #Semiconductors #SouthKorea #TradeData #TechSector #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=119746 -
https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM