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SK Hynix Doubles Supplier Fund to 100 Billion Won as TSMC Nods and Analysts Trim Targets
Analysis
September 29, 2026
Micron’s 268% Run Meets Its Wednesday Reckoning as Wall Street Stays Bullish
Asian Markets
September 28, 2026
Nvidia’s Next Frontier: From Orbital Data Centers to a Million-Chip Question in Beijing
Semiconductors
September 28, 2026
Micron’s Record Run Faces a Three-Front Test: Labor Unrest, Patent Litigation, and a Split Wall Street
Analysis
September 27, 2026
AMD Joins the Trillion-Dollar Table as AI Hardware Demand Rewrites the Rules
AI & Quantum Computing
September 26, 2026
Sivers Semiconductors Reshuffles Top Ranks to Steer Glasgow Fab Toward Full-Scale Output
European Markets
September 26, 2026
Nvidia’s Jensen Huang Rejects AI Carve-Outs as the Chipmaker Bets on Industrial Scale
AI & Quantum Computing
September 25, 2026
Infineon Bets on Radar and Data-Center Silicon as Winbond Deal Redraws Its Profile
Market Commentary
September 24, 2026
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