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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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Qualcomm Reports 26% Decline in Handset Revenue, Automotive Segment Surges 89%

Qualcomm Reports 26% Decline in Handset Revenue, Automotive Segment Surges 89%

Qualcomm Reports 26% Decline in Handset Revenue, Automotive Segment Surges 89%
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Qualcomm Stock Declines Following Light Q1 Forecast and Handset Chip Sales Drop

Qualcomm Stock Declines Following Light Q1 Forecast and Handset Chip Sales Drop

Qualcomm Stock Declines Following Light Q1 Forecast and Handset Chip Sales Drop
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.
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Qualcomm Shifts Focus to Non-Handset Revenue Amidst Declining Smartphone Chip Sales

Qualcomm Shifts Focus to Non-Handset Revenue Amidst Declining Smartphone Chip Sales

Qualcomm Shifts Focus to Non-Handset Revenue Amidst Declining Smartphone Chip Sales
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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AI Boom Redirects Semiconductor Supply, Constraining Non-AI End Markets, Siltronic CEO Reports

AI Boom Redirects Semiconductor Supply, Constraining Non-AI End Markets, Siltronic CEO Reports

AI Boom Redirects Semiconductor Supply, Constraining Non-AI End Markets, Siltronic CEO Reports
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AMD CEO Lisa Su Projects Strong AI Chip Demand Through 2027, Addresses Infrastructure Concerns

AMD CEO Lisa Su Projects Strong AI Chip Demand Through 2027, Addresses Infrastructure Concerns

AMD CEO Lisa Su Projects Strong AI Chip Demand Through 2027, Addresses Infrastructure Concerns
ReutersReuters
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.
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GlobalFoundries Exceeds Q3 Expectations, Driven by AI Data Center Growth

GlobalFoundries Exceeds Q3 Expectations, Driven by AI Data Center Growth

GlobalFoundries Exceeds Q3 Expectations, Driven by AI Data Center Growth
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Wall Street Indexes Plummet as Tech and Chip Stocks Lead Broad Sell-Off

Wall Street Indexes Plummet as Tech and Chip Stocks Lead Broad Sell-Off

Wall Street Indexes Plummet as Tech and Chip Stocks Lead Broad Sell-Off
ReutersReuters
Tech-stock rout accelerates retreat from the AI trade

Tech-stock rout accelerates retreat from the AI trade

NEW YORK, Nov 5 (Reuters) - Tech stocks were headed for their worst decline since June on Thursday, with the semiconductor index briefly falling by double digits in the latest autumn reckoning for the AI sector.