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TSMC Stock Rises on Report of Potential Nvidia Memory Chip Production

TSMC Stock Rises on Report of Potential Nvidia Memory Chip Production

TSMC Stock Rises on Report of Potential Nvidia Memory Chip Production
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The HBM Memory Constraint Hiding Behind AI Data Center Expansion

The HBM Memory Constraint Hiding Behind AI Data Center Expansion

The explosive growth of AI is powered by specialized hardware, but a critical component, HBM memory, is facing a major supply bottleneck.
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AI Chip Demand Fuels 2027 Growth Projections for Nvidia, Broadcom, and Micron

AI Chip Demand Fuels 2027 Growth Projections for Nvidia, Broadcom, and Micron

AI Chip Demand Fuels 2027 Growth Projections for Nvidia, Broadcom, and Micron
ReutersReuters
Asia stocks tumble after AI rout rocks US markets

Asia stocks tumble after AI rout rocks US markets

By Ankur Banerjee SINGAPORE, Nov 6 (Reuters) - A rout in Asia's tech-heavy markets deepened on Friday as fear of increased regulatory scrutiny and a slowdown in AI build-out precipitated the steepest decline in US stocks since the tariff-triggered "Liberation Day" selloff in April 2025.
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Exclusive-China's top flash memory chipmaker targets more homegrown tools for new factory, sources say

Exclusive-China's top flash memory chipmaker targets more homegrown tools for new factory, sources say

Nov 6 (Reuters) - China's largest flash memory chipmaker, Yangtze Memory Technologies Co (YMTC), plans to source as much as 70% of the equipment for a planned fourth factory from domestic suppliers, two people familiar with the matter said.
ReutersReuters
AI, data-center stocks slip as Democratic sweep clouds expansion plans

AI, data-center stocks slip as Democratic sweep clouds expansion plans

Nov 5 (Reuters) - AI and data center-linked stocks slipped in premarket trading on Thursday as Democrats' sweeping US midterm victory raised concerns about potential hurdles to the industry's rapid expansion.
ReutersReuters
AI, data-center stocks slump as Democratic sweep clouds expansion plans

AI, data-center stocks slump as Democratic sweep clouds expansion plans

By Niket Nishant Nov 5 (Reuters) - AI and data center-linked stocks tumbled on Thursday as Democrats' sweeping US midterm victory fueled concerns about potential hurdles to the industry's rapid expansion.
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Nasdaq futures rise after steep AI selloff as chip stocks stabilize

Nasdaq futures rise after steep AI selloff as chip stocks stabilize

Nov 6 (Reuters) - Nasdaq futures climbed on Friday as chip stocks gained ground after a technology-led rout wiped nearly $3 trillion off the market value for S&P 500 companies on fears that Democratic control of the US Congress could lead to tougher AI regulation.
ReutersReuters
Nasdaq rebounds as chip stocks recover from steep losses

Nasdaq rebounds as chip stocks recover from steep losses

By Shashwat Chauhan and Utkarsh Hathi Nov 6 (Reuters) - The tech-heavy Nasdaq rose on Friday as chip stocks bounced off heavy losses posted in the previous session on fears that a Democrats-led Congress could result in tougher AI regulation, even as the jobs report raised interest-rate hike concerns
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Dutch Company ASML Dominates Critical AI Chip Production Bottleneck

Dutch Company ASML Dominates Critical AI Chip Production Bottleneck

Dutch Company ASML Dominates Critical AI Chip Production Bottleneck
ReutersReuters
Alphabet takes $548 million stake in partner Qualcomm in data center push

Alphabet takes $548 million stake in partner Qualcomm in data center push

Nov 6 (Reuters) - Alphabet built a stake worth nearly $548 million in longtime partner Qualcomm in the third quarter, giving a boost to the chipmaker's efforts to expand into data centers as the smartphone market sees one of the worst downturns. Qualcomm shares rose 3% in premarket trading.
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Nasdaq 100 eyes $1.8 trillion loss as Democratic win sparks AI delay fears

Nasdaq 100 eyes $1.8 trillion loss as Democratic win sparks AI delay fears

By Niket Nishant Nov 5 (Reuters) - The Nasdaq 100 index was set to lose a whopping $1.8 trillion in stock value on Thursday as investors feared that the sweeping midterm victory of Democrats could stall the pace of AI infrastructure expansion.