Samsung Electronics Co. Ltd (OP:SSNLF)

In a pivotal shift for the global semiconductor landscape, Samsung Electronics (KRX: 005930) has officially cleared final verification for its sixth-generation high-bandwidth memory, known as HBM4, for...

Samsung Stages Massive AI Comeback as HBM4 Passes NVIDIA Verification for Rubin Platform

February 05, 2026

TSMC’s $165 Billion ‘Megafab’ Vision: How the Phoenix Expansion Secures the Future of AI Silicon

Topics Artificial Intelligence Economy Supply Chain

February 05, 2026

In a move that cements the American Southwest as the next global epicenter for high-performance computing, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has successfully bid $197.25 million to...

The Angstrom Revolution: ASML Begins High-Volume Shipments of $350M High-NA EUV Machines to Intel and Samsung

Topics Artificial Intelligence Economy Supply Chain

February 05, 2026

As of February 2026, the global semiconductor industry has officially crossed the threshold into the "Angstrom Era," a pivotal transition marked by the first high-volume shipments of ASML Holding N.V....

Samsung Cracks the 2nm Code: 70% Yield Milestone for SF2P Challenges TSMC’s Foundry Hegemony

Topics Artificial Intelligence

February 05, 2026

In a seismic shift for the global semiconductor landscape, Samsung Electronics (KRX: 005930) has officially reached a 70% yield milestone for its second-generation 2nm Gate-All-Around (GAA) process,...

Intel Officially Launches High-Volume Manufacturing for 18A Node, Fulfilling ‘5 Nodes in 4 Years’ Promise

Topics Artificial Intelligence Economy

February 05, 2026

Intel (NASDAQ: INTC) has officially entered the era of High-Volume Manufacturing (HVM) for its cutting-edge 1.8nm-class process node, known as Intel 18A. Announced on January 30, 2026, this milestone...

Qualcomm (QCOM) Q1 2026 Earnings Call Transcript

Topics Artificial Intelligence Economy

Qualcomm (QCOM) Q1 2026 Earnings Call Transcript ↗

February 04, 2026

Cerence (CRNC) Q1 2026 Earnings Call Transcript

Topics Artificial Intelligence Earnings

Cerence (CRNC) Q1 2026 Earnings Call Transcript ↗

February 04, 2026

SanDisk stock is up over 1,000% as AI data centers drive flash memory demand. Learn what’s fueling the rally, the risks ahead, and if SNDK stock is still a buy.

Topics Earnings Intellectual Property

Why SanDisk Stock Skyrocketed: 5 Key Questions Answered ↗

February 04, 2026

Via InvestorPlace

Topics Artificial Intelligence Supply Chain

All Eyes On Google Cloud: Alphabet Faces Its Azure Moment As Investors Brace For Q4 Earnings ↗

February 04, 2026

Analysts expect sales at Google Cloud to rise 35% in the December quarter.

Via Stocktwits

Topics Artificial Intelligence

As U.S. Stock Market Wobbles, This Asian Market Knocks It Out Of The Ballpark ↗

February 03, 2026

South Korea's Kospi index is up 25.5% year to date, a world-best performance. Samsung and SK Hynix, two major memory-chip suppliers, are leading the index.

Via Investor's Business Daily

Topics ETFs Supply Chain

Saugus Appliance Repair Pros Announce Increased Support for Home Appliance Reliability

February 03, 2026

Via GetFeatured

How Micron Technology Stock Soared 45% Last Month ↗

February 03, 2026

What sent Micron shares soaring last month? Two words: AI memory.

The Vanguard Total International Stock ETF (VXUS) Offers Broader Global Exposure Than the iShares MSCI Emerging Markets ETF (EEM) ↗

Topics Artificial Intelligence Earnings

February 03, 2026

Key differences in cost, sector mix, and dividend yield shape how VXUS and EEM fit into a globally diversified portfolio.

No one mentioned Micron in Apple's latest earnings call. They didn't have to.

Topics ETFs

Apple CEO Tim Cook Just Gave Great News to Micron Investors ↗

February 03, 2026

The Silicon Ceiling: Ominous Technical Signals Flash Red for Micron as AI Supercycle Hits Resistance

Topics Earnings Supply Chain

Uniguest Showcases Proven Hub Platform at ISE 2026

February 02, 2026

Via AB Newswire

February 02, 2026

As of February 2, 2026, the meteoric rise of the semiconductor sector is facing its most rigorous stress test yet. After a historic 2025 that saw valuations double for many industry leaders, the...

Apple’s Record-Shattering Q1 2026: Why the ‘Prolific Quarter’ is Just the Beginning of a New Growth Era

Topics Artificial Intelligence Economy Supply Chain

February 02, 2026

On January 30, 2026, Apple Inc. (NASDAQ: AAPL) silenced the skeptics of the "AI gap" by reporting a fiscal first-quarter performance that exceeded even the most bullish expectations. The Cupertino...

The CoWoS Crunch: Why TSMC’s Specialized Packaging Remains the AI Industry’s Ultimate Bottleneck

Topics Artificial Intelligence Earnings Economy

February 02, 2026

As of February 2, 2026, the global artificial intelligence landscape remains in the grip of an "AI super-cycle," where the ability to deploy large-scale models is limited not by software ingenuity, but...

In a decisive move to secure its technological independence and redefine its role in the global AI hierarchy, South Korea has officially ratified the 'Semiconductor Special Act' and launched a massive...

Topics Artificial Intelligence Economy

Silicon Sovereignty: South Korea’s Bold Play to Forge a ‘K-NVIDIA’ Ecosystem

February 02, 2026

As of February 2, 2026, the semiconductor industry has reached a pivotal turning point, officially transitioning from the "Plastic Age" of chip packaging to the "Glass Age." For decades, organic...

Topics Artificial Intelligence Economy

The Glass Revolution: 2026 Marks the Era of Glass Substrates for AI Super-Chips

February 02, 2026

As of early February 2026, the United States has officially entered what industry leaders are calling the "Production Era" of semiconductor manufacturing. This transition, marked by the first...

Topics Artificial Intelligence Economy

Silicon Sovereignty: 2026 Policy Pivot Cementing America’s AI Foundry Future

February 02, 2026

As of early February 2026, the semiconductor industry is witnessing a radical transformation, one where the insatiable hunger of artificial intelligence for High Bandwidth Memory (HBM) has...

Topics Artificial Intelligence Economy World Trade

The HBM Tax: How AI’s Memory Appetite Triggered a Global ‘Chipflation’ Crisis

February 02, 2026

In a move that underscores the sheer scale of the ongoing generative artificial intelligence revolution, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has officially announced a record-breaking...

Topics Artificial Intelligence Economy

The Silicon Throne: TSMC’s Record $56B Bet on the Future of Artificial Intelligence

February 02, 2026

Apple Defies Global Slump with Record $143.8B Holiday Quarter; Bullish 2026 Forecast Sets Stage for AI Dominance

Topics Artificial Intelligence Economy

February 02, 2026

CUPERTINO, Calif. — Apple Inc. (NASDAQ: AAPL) has once again silenced skeptics, reporting a "prolific" start to fiscal 2026 that has redefined expectations for the mega-cap tech sector. As of February...

As of early February 2026, the identity of Tesla, Inc. (NASDAQ: TSLA) has undergone its most radical transformation since the launch of the Model S. Following a fiscal year 2025 that saw the company’s...

Topics Artificial Intelligence Economy Supply Chain

Tesla’s $20 Billion AI Gamble: Inside the Pivot from Automaker to Robotics Titan

February 02, 2026

The Intelligence Supercycle: Apple’s Record-Shattering Quarter Ignites a New Era for Consumer AI

Topics Artificial Intelligence Earnings Economy

February 02, 2026

In a performance that analysts are calling "prolific," Apple Inc. (NASDAQ:AAPL) reported its fiscal first-quarter 2026 earnings on January 29, shattering all-time revenue records and silencing critics...

In a seismic shift for the semiconductor industry, data center demand for high-performance NAND Flash memory has officially surpassed that of mobile devices for the first time in history. This...

Topics Artificial Intelligence Earnings Economy

NAND Flash Overtakes Mobile: Data Centers Drive New Storage Record

February 02, 2026

As of February 2, 2026, the artificial intelligence industry has reached a pivotal milestone with the official finalization and commencement of mass production for the JEDEC HBM4 (JESD270-4) standard....

Topics Artificial Intelligence Economy

HBM4 Standard Finalized: Merging Memory and Logic for AI

February 02, 2026

In a move that could fundamentally rewrite the laws of semiconductor physics, Austin-based startup Neurophos has announced a major technological breakthrough with the unveiling of its Tulkas T100...

Topics Artificial Intelligence Economy Supply Chain

Neurophos Breakthrough: Light-Based Transistors Challenge Silicon Dominance

February 02, 2026