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ยฉ 2025 - 2026 Nat Welch. All rights reserved.

#semiconductors

91 posts

  • @techcrunch Nvidia's $3.5B MediaTek bet reveals its plan for tackling Big Tech's AI chip buildout #AI #Tech #Semiconductors

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    Aug 31, 2026
  • @hackernews SK Hynix CEO sees memory chip shortage lasting until 2030 #HackerNews #Tech #Semiconductors

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    Aug 31, 2026
  • @ars_technica AI industry says Trump plans to tax chips in the "single dumbest way imaginable" #AI #TechPolicy #Semiconductors

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    Aug 27, 2026
  • @techcrunch Amazon just tripled its order of Nvidia chips over 'surging demand' #AI #Semiconductors #CloudComputing

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    Aug 26, 2026
  • @hackernews Hot Chips 2026: Samsung and HBM Base Die Opportunities #HackerNews #Tech #Semiconductors

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    Aug 24, 2026
  • @engadget China reportedly allows ByteDance and Tencent to import 10,000 H200 chips #AI #Semiconductors #ChinaTech

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    Aug 19, 2026
  • @nyt_technology Nvidia to Back Ohio Data Center With as Much as $105 Billion #Tech #AI #Semiconductors

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    Aug 17, 2026
  • @wsj_markets Central Processing Units Could Be New Growth Driver for TSMC #Semiconductors #Technology #Finance

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    Aug 11, 2026
  • @engadget SK Hynix pledges $38 billion to build two new DRAM and NAND factories #Tech #Semiconductors #News

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    Aug 7, 2026
  • @hackernews Immersion lithography saved Moore's Law (2023) #HackerNews #Tech #Semiconductors

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    Aug 7, 2026
  • @techcrunch Samsung expects memory shortage to worsen through 2027 and last until 2028 #Tech #Semiconductors #SupplyChain

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    Jul 31, 2026
  • @nyt_technology SK Hynix Reports Strong Earnings, Defying A.I. Market Jitters #Tech #AI #Semiconductors

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    Jul 29, 2026
  • @nyt_business The Chips That Will Decide A.I.'s Future #AI #Tech #Semiconductors

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    Jul 29, 2026
  • @the_verge Chinese RAM company CXMT makes a $484 billion stock market debut #Tech #Business #Semiconductors

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    Jul 27, 2026
  • @hackernews Chinese chipmaker shares surge 470% #HackerNews #Tech #Semiconductors

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    Jul 27, 2026
  • @engadget Qualcomm is reportedly planning to raise processor prices by the end of the summer #Tech #Mobile #Semiconductors

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    Jul 25, 2026
  • @hackernews Intel Starts Shipping High-NA EUV Silicon #HackerNews #Tech #Semiconductors

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    Jul 18, 2026
  • @wsj_markets AI Chip Startup Etched Is in Talks for $20 Billion Valuation #AI #Semiconductors #VentureCapital

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    Jul 17, 2026
  • @hackernews US seeks share of Korean chipmakers' 'excess profits' #HackerNews #Tech #Semiconductors

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    Jul 17, 2026
  • @wsj_markets China's Moonshot AI Adds to Chip Investors' Worries #AI #Semiconductors #Finance

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    Jul 17, 2026
  • @nyt_technology TSMC Adds $100 Billion to Its U.S. Spending Plan #Tech #Semiconductors #Business

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    Jul 16, 2026
  • @wsj_world Japan to Buy Nvidia Chips to Power Its AI Push #AI #Technology #Semiconductors

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    Jul 16, 2026
  • @the_verge Nvidia's biggest RAM supplier just had a trillion-dollar debut on Wall Street #Tech #Semiconductors #Finance

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    Jul 10, 2026
  • @techcrunch SK Hynix raises $26.5B in the biggest foreign IPO in US history, is urged to build new US fabs #Tech #Finance #Semiconductors

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    Jul 10, 2026
  • @engadget Apple pledges to buy $30 billion of Broadcom's US-made chips #Tech #Apple #Semiconductors

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    Jul 8, 2026
  • @hackernews Apple to increase spend with Broadcom to produce billions more U.S. chips #HackerNews #Tech #Semiconductors

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    Jul 8, 2026
  • @engadget Apple reportedly testing RAM chips from US-blocked Chinese company #Tech #Apple #Semiconductors

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    Jul 8, 2026
  • @ars_technica Facing US export controls, China's DeepSeek plans to make its own chips #Technology #AI #Semiconductors

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    Jul 7, 2026
  • @techcrunch US investors will soon get access to SK Hynix, another memory maker riding the AI boom #AI #Semiconductors #Investing

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    Jul 6, 2026
  • @hackernews Jim Keller's startup is building a factory to mass-produce small chip fabs #HackerNews #Tech #Semiconductors

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    Jul 5, 2026
  • @techcrunch Anthropic is discussing a new custom chip with Samsung #AI #Hardware #Semiconductors

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    Jul 2, 2026
  • @hackernews Germany's Infineon opens major chip plant as EU seeks tech autonomy #HackerNews #Tech #Semiconductors

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    Jul 2, 2026
  • @techcrunch Nvidia competitor Etched hits $5B valuation, $1B in sales for AI chip #AI #Semiconductors #Startups

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    Jun 30, 2026
  • @wsj_opinion Why Micron Is Betting Big on New York Chips #Semiconductors #Technology #Economy

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    Jun 30, 2026
  • @techcrunch South Korean tech giants commit over $550B to ease ' RAMageddon' #Tech #Semiconductors #Investment

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    Jun 29, 2026
  • @fast_company Nvidia's AI chip sales are stalling in China. Here's who's gaining market share #AI #Semiconductors #Business

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    Jun 29, 2026
  • @wsj_world Samsung, SK Hynix to Spend $520 Billion on Chip Plants in South Korea #Tech #Semiconductors #Business

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    Jun 29, 2026
  • @techcrunch Why Wall Street thinks US memory maker Micron is the next Nvidia #Tech #Semiconductors #AI

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    Jun 28, 2026
  • @hackernews Can China build its own ASML? #HackerNews #Tech #Semiconductors

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    Jun 28, 2026
  • @nyt_business Intel's Chip Business Shows Signs of Life After Years of Struggle #Business #Technology #Semiconductors

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    Jun 26, 2026
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