Nvidia hit a record intraday high of $237.88, pushing its market value above $5.7 trillion as AI demand continued to support chip stocks.
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@richiewhites.bsky.socialNvidia hit a record intraday high of $237.88, pushing its market value above $5.7 trillion as AI demand continued to support chip stocks.
@semiconductornews.bsky.socialBroadcom's data center demand curve may be bending. A key indicator to watch
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@semiconductornews.bsky.socialAMD hits $1T! Plus: Nvidia's N1X PC chip & South Korea's $880B AI plan. Full day chip industry recap
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@asiaai.bsky.socialBlocked from advanced chips, Huawei is stacking them vertically instead. Their new Kirin 9050 Pro uses "LogicFolding" to layer dies, achieving a density of 238 MTr/mm² and bypassing US node restrictions.
@labintelligence.bsky.socialAI supply chain this week: hottest = Server Infrastructure, coldest = Datacenter REIT. Power & cooling sit in the index next to the chips. #AI #semiconductors
Network density 0.02; main hub AMAT.
Links show co-movement, not causality.
Automated analysis; not investment advice. · #LIwf4
@semiconductornews.bsky.socialNvidia Data Center revenue soars to $89B; Intel shares surge 200% amid chip shortages. Deep dive into AI hardware boom
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@christiankingtech.bsky.socialWhile NVIDIA flexes CUDA, AMD’s busy copying Samsung’s Apple takedown: build a rival platform, lock in Meta & Microsoft, and grab Fei‑Fei Li’s World Labs for fresh AI workloads. The underdog just got teeth. 🐶🦾 #TechDrama #AI #Semiconductors #AMD #NVIDIA
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@pulseofnations.lolElon Musk said talks between TSMC and his $16.8 billion Terafab project in Texas are real, but stopped short of a deal. Intel is already a partner on the 14A process.
@semiconductornews.bsky.socialNvidia and SK Hynix strike $500 billion AI chip deal; TSMC eyes new Texas campus. Dive into the latest semiconductor news
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@bigupbritain.co.ukUK and Taiwan join forces on satellites, silicon photonics & chip skills. 1st UK interns in Taiwan boost tech ties! 🚀
@semiconductornews.bsky.socialASML's EUV monopoly: The gatekeeper of advanced chipmaking
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@semiconductornews.bsky.socialChina secures 343 ASML DUV lithography systems by 2026, risking AI chip surge. Report urges US action
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@ainewsbulletin.bsky.socialOpenAI & Synopsys forge AI partnership to revolutionize chip design
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@stechtimes.comRegulators blocked the U.S.-based Hugging Face platform in 2023, limiting ordinary domestic access to a global hub where developers share models and data sets. #Semiconductors
@sandeepraiza.bsky.socialA CA CEO faces 50 yrs for allegedly routing $300M in Nvidia AI chips to China via Southeast Asia.
How export curbs shifted from policy to prison: buymeacoffee.com/sandeepraiza...
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@securityonline.bsky.socialDiscover why Samsung HBM4 memory prices could triple by 2027. Learn about upcoming supply contracts and ongoing negotiations with major global clients.
#Samsung #HBM4Memory #Semiconductors #TechNews #MemoryPrices
@semiconductornews.bsky.socialMicron earnings soar on AI chip demand. Tech's strong run continues
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@pulseofnations.lolShares in China's biggest memory chip maker jumped nearly 470 percent on its Shanghai Star Market debut, making CXMT the most valuable listed firm
@semiconductornews.bsky.socialElon Musk in talks with TSMC for Texas Terafab chip plant. Potential AI chip hub
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@market-ocean-en.bsky.socialThe question now is whether the rest of the market follows the chip stocks higher, or whether this milestone stays a story about a few companies rather than many. #Nikkei #JapanStocks #Semiconductors