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26.10.26 - 09:03
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Corporate News: SWI Group (EQS)
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SWI Compute Emerges from Stealth to Turn Gigawatts of Power Into NVIDIA AI Factories, Starting in Europe...
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26.10.26 - 04:06
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Podcast highlights: TSMC′s 3nm demand story, Samsung HBM shift, and A14 ramp (Digitimes)
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Following TSMC's third-quarter 2026 earnings call, DIGITIMES analyst Luke Lin provided in a podcast additional analysis of several details that received limited attention in market coverage, including a new 3nm fab at the Southern Taiwan Science Park (STSP), the transfer of Nvidia-related high-bandwidth memory (HBM) base die orders to TSMC, and whether demand for A14 includes Intel server CPUs....
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26.10.26 - 01:48
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AI Stocks Surge, Then Plunge: Which of 4 Sectors Is Worth Buying? (24/7 Wall St.)
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Micron has gained 324.5% over the past year, while Seagate and Western Digital have risen more than 170%, but all three have experienced substantial corrections from their highs. Applied Materials and Lam Research are down approximately 47% from their highs, despite continued demand for advanced semiconductor manufacturing technology. Nvidia, TSMC, Amazon, and Meta have experienced […]...
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25.10.26 - 21:12
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KI-Roboter: Eine Ente verzückt die KI-Welt (FAZ)
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Nvidia geht mit der Präsentation seiner neuen Miniroboter im Netz viral – und verzeichnet nun zahlreiche Vorbestellungen. Die sollen pünktlich im Advent ausgeliefert werden....
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