MYSTERIOUS: 8 - You Need To See This

Intel vs. AMD: Why the Market Share Number Is Misleading

AMD crossed 30% in client CPUs, yet its bigger win over Intel is in the data center that actually drives profits.

Barchart · Aug 29

America Wants More AI Chips Made At Home. SK Hynix's Has Broken Ground In Indiana.

SK Hynix says the project will create about 7,000 direct and indirect jobs, while federal and state incentives could exceed $1 billion.

International Business Times · Aug 28

Marvell Stock Is Expensive, But the Growth Story Is Hard to Ignore

Marvell stock isn’t a bargain. However, a favorable long-term outlook and strengthening demand exposure make it hard to ignore.

Barchart · Aug 28

Nvidia’s Equity Portfolio Is Now Worth Over $63 Billion. 3 Top Stocks the Jensen Huang-Led Company Is Buying.

Nvidia's latest regulatory filing has revealed some valuable stakes in Big Tech, but the most interesting thing about its portfolio isn't the size. It's the companies Jensen Huang has chosen to invest in.

Barchart · Aug 27

Trump administration weighs expanding chip tariffs to laptops, consoles, and servers, report claims — January's data center exemptions may be scrapped

The Trump administration is weighing a second round of semiconductor tariffs that would extend duties beyond chips to products built with them.

Tom’s Hardware · Aug 27

SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facility

The facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, according to SK Hynix's website and press statements. The site will house a next-generation high-bandwidth memory (HBM) packaging line as well as an AI semiconductor research and development…

The Economic Times · Aug 27

EPA faces lawsuit over claims it fast-tracked approval of toxic 'data center chemicals' — exposure to photoacid generators used for semiconductor manufacturing could result in ‘sudden death,’ also appear to be long-lasting PFAS

An environmental group said that two new chemicals approved by the EPA for semiconductor manufacturing do not come with enough safeguards, so they're suing the agency for 'turning the new chemical review process on its head.'

Tom’s Hardware · Aug 27

Global Market: Bank of Korea hikes rates again to 3% as growth, inflation stay firm

South Korea’s central bank raised its benchmark interest rate by 25 basis points to 3% for a second straight meeting, citing stronger-than-expected economic growth and persistent inflationary pressures from higher energy costs. The Bank of Korea also upgraded its growth forecasts, while strong semiconductor exports and AI-driven chip demand are…

The Economic Times · Aug 27

As Navitas Semiconductor Buys Claros, Here’s How to Play NVTS Stock

Navitas’ Claros acquisition could reshape its growth prospects, giving investors another factor to weigh as they assess the stock.

Barchart · Aug 26

A $60 Billion Reason to Buy Broadcom Stock

Broadcom stock gained on news of fresh $60 billion debt talks with Blackstone and Apollo Global Management.

Barchart · Aug 26