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07.07.26 - 04:06
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TSMC′s AI bottleneck spills demand across the semiconductor supply chain (Digitimes)
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Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capacity....
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07.07.26 - 03:06
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Micron Breaks Ground On $9 Billion Hiroshima Memory Chip Plant (ZeroHedge)
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Micron Breaks Ground On $9 Billion Hiroshima Memory Chip Plant
US memory giant Micron Technology on Saturday broke ground on the expansion of its factory in Japan's Hiroshima Prefecture, a ¥1.5 trillion ($9.3 billion) undertaking to produce advanced memory chips, Bloomberg reported.
The Boise, Idaho-based company is building the facility in Hiroshima Prefecture to make chips such as high-bandwidth memory crucial for AI processors like Nvidia's, with shipments to start around the summer of 2028. The Ministry of Economy, Trade and Industry has allocated up to ¥500 billion to help cover the cost.
The move is part of a global ramp up by memory-makers to meet relentless demand for artificial intelligence. Micron is building two leading-edge fabs in Boise and in January held a groundbreaking ceremony for a $100 billion production site outside Syracuse, New York, part of a pledge to increase DRAM production on American soil. South Korea's SK Hynix and Samsung Electronics are also boosting manu...
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07.07.26 - 00:09
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SIGGRAPH 2026 Announces Sponsored Keynote Presentations Showcasing the Future of Graphics, AI, and Simulation (PR Newswire)
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Breakthroughs in Neural Rendering, GPU Innovation, and Generative AI Take Center Stage With Speakers From NVIDIA, Bolt Graphics, and Tripo AI. LOS ANGELES, July 6, 2026 /PRNewswire/ -- SIGGRAPH 2026, the world's premier conference on computer graphics and interactive techniques, is proud......
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06.07.26 - 22:09
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Mag 7 Stocks: Risk Or Opportunity In The Making? (ZeroHedge)
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Mag 7 Stocks: Risk Or Opportunity In The Making?
Authored by Lance Roberts via RealInvestmentAdvice.com
? Mag 7 Stocks: What Is Causing The Drag
For the past few months, the “Magnificent 7”, or more colloquially known as “Mag 7,” stocks have looked more like the “Lag 7.” The market's largest growth names, Apple (AAPL), Microsoft (MSFT), Google (GOOG), Amazon (AMZN), Tesla (TSLA), Meta (META), and Nvidia (NVDA), have trailed badly. Those Mag 7 stocks now carry a bearish story built around one word: capex. As we noted in last weekend's report, the selling has been sharp. The question is simple. Does it reflect a real problem, or just a narrative investors tell themselves to justify chasing something else?
The Selling Is Concentrated In The Spenders
Start with what the headline hides. This was not the whole group falling together. Microsoft is down roughly 22% this year and just closed its worst month since 2000. Meta is off about 14% over six months. Yet Alphabet is up ...
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06.07.26 - 20:15
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Nvidia Turns Green After Denying Report Its Kyber Server Rack Has Been Delayed (ZeroHedge)
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Nvidia Turns Green After Denying Report Its Kyber Server Rack Has Been Delayed
Overnight, Asian tech stocks slumped after a report that Nvidia's next-generation AI server rack system has been delayed by more than a year due to manufacturing difficulties (we profiled it back in May in "Nvidia's Vera Rubin Rack Will Cost $7.8MM: Here's What's In It".)
Research firm SemiAnalysis said in an X post that Nvidia's Kyber NVL144 hit setbacks in the construction of printed circuit boards for the platform.
MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA's NVL72x2 back-to-back rack architecture was… pic.twitter.com/VYduxnu01B
— SemiAnalysis (@SemiAnalysis_) July 5, 2026
According to the tweet, the PCB midplane at the center of the Kyber design remains too difficult to produce reliably. As we not...
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06.07.26 - 20:00
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Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) is the stock everyone points at, a $4.75 trillion monument to the AI buildout that just posted 85.23% revenue growth last quarter and guided to $91 billion for the next one. But the more interesting setup right now is elsewhere. Advanced Micro Devices (NASDAQ:AMD) closed Thursday around $517.82 and ripped roughly 7% higher ... Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects...
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06.07.26 - 19:30
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Nvidia’s Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices. (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA) owns the AI compute market, but every major customer is spending billions to buy less of what it sells. NVIDIA carries a $4.75 trillion market cap and sits between a 52-week low of $158.18 and a high of $236.26. Q1 FY27 revenue came in at $81.61 billion, up 85.2% year over year, with ... Nvidia's Biggest Threat Is This: Everyone Is Desperate to Stop Paying Nvidia Prices....
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06.07.26 - 18:54
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This ETF Is Up Nearly 17% in a Month and Doesn’t Own a Single Share of Nvidia (24/7 Wall St.)
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Biotech is having a moment, and the numbers are hard to ignore. The SPDR S&P Biotech ETF (NYSEARCA:XBI) climbed 17.27% over the trailing month ending July 1, 2026, a run that would look right at home in the AI trade. The twist: XBI owns exactly zero shares of NVIDIA (NASDAQ:NVDA), the chipmaker that has defined ... This ETF Is Up Nearly 17% in a Month and Doesn't Own a Single Share of Nvidia...
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