Tuesday, July 21, 2026

#semiconductor

12 articles

Baseten's $1.5B Series F Leads AI Inference Funding Sprint in June 2026

Market Trends & Capital Flows

Baseten's $1.5B Series F Leads AI Inference Funding Sprint in June 2026

Salvado•Jul 1, 2026

Broadcom's $100B AI Chip Target Hinges on Single Taiwan Manufacturer

Corporate Risk & Earnings

Broadcom's $100B AI Chip Target Hinges on Single Taiwan Manufacturer

Salvado•Apr 28, 2026

ASML Surges 116.8% as Hyperscaler AI Capex Commitments Signal Durable EUV Demand

Corporate Strategy

ASML Surges 116.8% as Hyperscaler AI Capex Commitments Signal Durable EUV Demand

Salvado•Apr 27, 2026

U.S. Defense Rare Earth Ban Triggers Semiconductor Supply Chain Realignment as AI Chip Race Accelerates

Semiconductor Sector

U.S. Defense Rare Earth Ban Triggers Semiconductor Supply Chain Realignment as AI Chip Race Accelerates

Salvado•Apr 19, 2026

Microsoft Secures 30,000+ Nvidia GPU Slots as AI Infrastructure Spending Accelerates

Tech Sector Investment Trends

Microsoft Secures 30,000+ Nvidia GPU Slots as AI Infrastructure Spending Accelerates

Salvado•Apr 16, 2026

Deep Learning Infrastructure Shift Exposes GPU Architecture Limits as Enterprise Deployment Scales

Deep Learning Infrastructure Shift Exposes GPU Architecture Limits as Enterprise Deployment Scales

ViaNews Editorial Team (Markets)•Mar 2, 2026

Semiconductor Index Hits Record High as DRAM Prices Surge 40% on AI Infrastructure Demand

Commodities & Indices

Semiconductor Index Hits Record High as DRAM Prices Surge 40% on AI Infrastructure Demand

ViaNews Editorial Team (Markets)•Feb 26, 2026

Alphabet Doubles Capex to $185B: AI Boom for Nvidia, But Risks Mount

Alphabet Doubles Capex to $185B: AI Boom for Nvidia, But Risks Mount

ViaNews Editorial Team (Markets)•Feb 6, 2026

TSMC's Japan Expansion: 3nm Chips Boost Tech Ambitions Amid Supply Chain Risks

TSMC's Japan Expansion: 3nm Chips Boost Tech Ambitions Amid Supply Chain Risks

ViaNews Editorial Team (Markets)•Feb 5, 2026

AI Investment Analysis: Alphabet, Microsoft, and TSMC Face Opportunities and Risks in 2026

AI Investment Analysis: Alphabet, Microsoft, and TSMC Face Opportunities and Risks in 2026

ViaNews Editorial Team (Markets)•Feb 1, 2026

AI's $500B Infrastructure Spending Spree: Semiconductor Winners and Losers

AI's $500B Infrastructure Spending Spree: Semiconductor Winners and Losers

ViaNews Editorial Team (Markets)•Jan 30, 2026

Chamath Palihapitiya Reaps Riches as NVIDIA Acquires Groq for $20.6 Billion

ViaNews Editorial Team (Markets)•Dec 28, 2025