#Semiconductor
13 articles
Corporate Strategy & Investment
Nvidia Commits $4B to Photonics Suppliers as AI Data Movement Becomes Performance Bottleneck
ViaNews Editorial Team (Finance)•
Corporate Strategy
Nvidia Commits $2B to Photonics Partners as Apple, Samsung Debut M5 and S26 Chips
ViaNews Editorial Team (Finance)•
Corporate Finance
Memory Supply Gap of 3-4% Persists Through 2026 as AI Infrastructure Demand Strains Semiconductor Capacity
ViaNews Editorial Team (Finance)•
Corporate Finance
TSMC Raises 2026 Capex as Marvell Pursues $2B Celestial AI Deal
ViaNews Editorial Team (Finance)•
Corporate Strategy & Capital Allocation
SiTime Acquires Renesas Timing Unit While Amkor Deploys $2B in Advanced Packaging Capacity
ViaNews Editorial Team (Finance)•
Corporate Finance
Amkor Plans $2.5-3B Capex Push as AI Chip Packaging Demand Tightens Supply
ViaNews Editorial Team (Finance)•
Corporate Finance
AI Infrastructure Boom Splits Semiconductor Sector as Corporate Guidance Patterns Diverge
ViaNews Editorial Team (Finance)•