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Everything tracked, last 30 days

399 stories across every subject. To read one subject on its own, open its page — each carries the same feed narrowed to that topic.

SUPPLY CHAINHOW A CHIP BECOMES A PRODUCTGPU CATALOGCOMPETITORSOWNERSHIPMARKET MOVESREGULATION & EXPORT CONTROLS

Sentiment scoring is currently down, so these rows show date, headline and source only. Ingestion itself is healthy — 90 stories arrived in the last 7 days.

NOV 04Nvidia stock faces China supply squeeze amid AI chip demand - ad-hoc-news.dead-hoc-news.deNOV 04Nvidia Tells Cloud Partners To Sell 51% Of Services Outside China - ForbesForbesNOV 04Nvidia Is Telling Cloud Clients to Sell at Least 51% to Non-Chinese Customers - Yahoo FinanceYahoo FinanceNOV 04Nvidia China Clients to Get 1% of $70 Billion RTX Chips Ordered - Yahoo FinanceYahoo FinanceNOV 04NVIDIA Corporation $NVDA Stake Raised by NorthCrest Asset Manangement LLC - MarketBeatMarketBeatNOV 04NVIDIA Corporation $NVDA Stock Sold by Woodstock Corp - MarketBeatMarketBeatNOV 04Oracle Scraps $7 Billion AI Chip Rental Deal With Tencent as U.S.-China Regulatory Clash Blocks 'Backdoor Leasing' - BigGo FinanceBigGo FinanceNOV 04Nvidia to Fill Just 1% of Chinese Chip Orders Amid Supply Crunch - Seoul Economic DailySeoul EconomicNOV 03AMD Stock Surges 7% as AI Chip Sales Double Data Center Revenue - The Tech BuzzThe Tech BuzzNOV 03NVIDIA Rises 3% Despite AI CEO’s Warning on Chinese Chip Competition; AMD Climbs 5%, Broadcom Gains 3% - Yahoo FinanceYahoo FinanceNOV 03NVIDIA Rises 3% Despite AI CEO's Warning on Chinese Chip Competition; AMD Climbs 5%, Broadcom Gains 3% - 24/7 Wall St.24/7 Wall St.NOV 03Nvidia Reportedly Orders AI Data Center Partners to Reduce China Exposure - CoinpaperCoinpaperNOV 03Nvidia Reportedly Orders AI Data Center Partners to Reduce China Exposure - CryptoRankCryptoRankNOV 03Nvidia’s new 51% rule could shut China’s backdoor to AI chips - TheStreetTheStreetNOV 03Nvidia Moves to Restrict China's Access to AI Computing as US-China Tech Rivalry Intensifies - Vision TimesVision TimesNOV 03How Nvidia Uses Its Soft Power to Influence Customers and Shape Policy - The InformationThe InformatioNOV 03Micron Tech Gains as Tech Giants Secure Multiyear Memory Supply - KuCoinKuCoinNOV 03Apple’s ’unprecedented’ memory warning adds fuel to wobbly Micron, SK hynix trade - Investing.comInvesting.comNOV 03Nvidia tells data center clients to cut China exposure as US tightens grip on AI chip access - Business UpturnBusiness UpturNOV 03AI chip smugglers exploit trade control loophole to bring banned HBM from South Korea into China — expensive memory chips packaged with cheap, unsanctioned processors to become legal exports - Tom's HardwareTom's HardwareNOV 03Nvidia Tells Cloud Clients to Cap Chinese Business at 49% - Yahoo FinanceYahoo FinanceNOV 03Nvidia tells data center partners to “reduce the share of Chinese customers” - 파이낸셜뉴스파이낸셜뉴스NOV 03Nvidia orders data center clients to reduce China exposure: FT - Yahoo FinanceYahoo FinanceNOV 03SK hynix Makes History as AI Memory Demand Drives Semiconductor Revenue Beyond 100 Trillion Won - TekediaTekediaNOV 03Smugglers Reportedly Pair Top-Tier HBM With Throwaway Server Chips To Dodge U.S. Export Controls, Then Melt Them Apart In China - WccftechWccftechNOV 03Taiwan lawmakers push to tighten chip controls to China - Taiwan NewsTaiwan NewsNOV 03Nvidia Tells Cloud Clients to Take on Less China Business - The InformationThe InformatioNOV 03Nvidia Tells Data Center Clients to Trim China Business, FT Says - Bloomberg.comBloomberg.comNOV 03Nvidia orders data centre clients to reduce China exposure, FT reports - ReutersReutersNOV 03Nvidia orders data centre clients to reduce China exposure - Financial TimesFinancial TimeNOV 03US concerned by close ties between Nvidia CEO and Chinese Businesswoman - CNNCNNNOV 03Samsung HBM4 Sold Out for 2027, Sales Up 3x [2026] - shattered.ioshattered.ioNOV 02Samsung, SK Hynix and Micron expand AI memory production - upiupiNOV 02HBM Advancements Consume 3-4x More Wafers; Supply Crunch to Persist Through 2028 Despite Capacity Buildouts - BigGo FinanceBigGo FinanceNOV 02Taiwan to criminalize Nvidia AI chip smuggling to China - Asia TimesAsia TimesNOV 02Alleged Jensen Huang spy plot highlights Nvidia export concerns ... - eeNews EuropeeeNews EuropeNOV 02Raspberry Pi 5 16GB Jumps to $385 After $80 Memory-Driven Price Hike - BigGo FinanceBigGo FinanceNOV 02NVIDIA Corporation $NVDA Stock Holdings Increased by Wedmont Private Capital - MarketBeatMarketBeatNOV 02High Bandwidth Memory Market Enters the HBM4 Era as SK hynix - openPR.comopenPR.comNOV 02Samsung, SK Hynix, Micron, Sandisk Hold 58 AI Memory Deals - FourWeekMBAFourWeekMBANOV 02Elizabeth Warren Says Nvidia Board and Jensen Huang 'Owe Congress Answers’ Over Reported Spy Ties— Wants AI Technology Kept 'Out of China's Hands' - YahooYahooNOV 02Taiwan tightens China chip export controls, adds penalties and closes loopholes - ChosunbizChosunbizNOV 02China denies alleged targeting of Nvidia CEO in spying plot: Report - NewsNationNewsNationNOV 02Micron Reports Record Revenue as AI Memory Demand Drives Growth - Cirebon TimesCirebon TimesNOV 01Micron Expands AI Memory Production as Demand Drives Record Revenue - SuaraGarut.IDSuaraGarut.IDNOV 01AI Data Centers Are Draining the RAM Supply and Your Next Laptop Pays For It - Startup FortuneStartup FortunNOV 01Korea’s Stock Market Crashed $1 Trillion. What Does That Mean for the Global AI Race? - ChinaTalk | Jordan SchneiderChinaTalk | JoNOV 01Stableford Capital II LLC Sells 13,531 Shares of NVIDIA Corporation $NVDA - MarketBeatMarketBeatNOV 01NVIDIA Corporation $NVDA Stock Acquired by Dakota Community Bank & Trust NA - MarketBeatMarketBeatNOV 01Trump says US looking 'closely' at report Nvidia CEO target of China spy plot - Bangkok PostBangkok PostOCT 31Nvidia (NVDA) CEO Jensen Huang Reportedly Targeted In Chinese Espionage Plot - Yahoo FinanceYahoo FinanceOCT 31Chinese park courts Pakistani pine nuts, rice - The Express TribuneThe Express TrOCT 31China’s Iluvatar CoreX Claims Its Tiangai 300 GPU Beats NVIDIA’s H200 In Its Own Live Demo, But The Only Outside Test Shows Just A 5% Lead - WccftechWccftechOCT 31Nvidia’s Megaspeed ties show potential blind spots in the U.S. effort to block China from accessing advanced chips - MarketWatchMarketWatchOCT 31Amazon and Google both have custom chips. Here's what they said about their future. (AMZN:NASDAQ) - Seeking AlphaSeeking AlphaOCT 30Taiwan moves to make AI chip smuggling to China a crime - Startup FortuneStartup FortunOCT 30U.S., China Are In AI Infrastructure Booms. But They're Running Different Races. - Investor's Business DailyInvestor's BusOCT 30Chinese Entrepreneur Alice Huang: Alleged Spy Linked to NVIDIA CEO - 조선일보조선일보OCT 30Nvidia CEO Jensen Huang targeted by Chinese spy? How US-China AI chip war is turning into espionage battle | Explained - LivemintLivemintOCT 30Chinese Executive Close to Nvidia CEO Suspected of Giving China Information - WSJWSJOCT 30Was Nvidia CEO targeted by a Chinese intelligence asset? Beijing calls report ‘groundless’ - Moneycontrol.comMoneycontrol.cOCT 30Beijing rejects spy claims involving Nvidia CEO amid rising US-China tech tensions - South China Morning PostSouth China MoOCT 30NVIDIA Corporation $NVDA Stock: New Covenant Trust Company N.A. Raises Holdings - MarketBeatMarketBeatOCT 30Micron Stock Price Forecast: Down About 25% From June Record High, MU Risks Falling Below $900 - TradingKeyTradingKeyOCT 30NVIDIA Corporation $NVDA Shares Sold by FSA Investment Group LLC - MarketBeatMarketBeatOCT 30Nvidia CEO Jensen Huang lists three countries leading global manufacturing, leaves US out of the list - FirstpostFirstpostOCT 30NYT: U.S. Intelligence Identifies Nvidia CEO’s Associate as Chinese Intelligence Asset - BusinesskoreaBusinesskoreaOCT 30Ex-Megaspeed Executive Judged a Chinese Intelligence Collector, NYT Reports; Nvidia's Jensen Huang Among Her Contacts - XenoSpectrumXenoSpectrumOCT 30How One Country Became the Unlikely Crossroads of the Global A.I. Boom - The New York TimesThe New York TOCT 30Nvidia chief seen as target of China spy plot: Report - ANI NewsANI NewsOCT 30U.S. Intelligence Suspected Chinese Woman Near Nvidia CEO of Spying - Seoul Economic DailySeoul EconomicOCT 29"From Drinks to Business Dinners": Who Is the Suspicious Chinese Woman Who Followed Jensen Huang? - 아시아경제아시아경제OCT 29Chinese Intelligence Operative Allegedly Contacted Nvidia CEO; U.S. Administration Declined to Act - BigGo FinanceBigGo FinanceOCT 29Jensen Huang Says Nvidia Counted All GPUs At Firm Under Probe For Spying For China - TradingViewTradingViewOCT 29U.S. Intelligence: "Chinese Executive in Contact with Jensen Huang Is an Informant" - 아시아경제아시아경제OCT 29Sandisk and Micron Slide 5% as Samsung Miss Cools Memory Rally Ahead of Sandisk Earnings; SK Hynix Falls 3%, Western Digital Dips - 24/7 Wall St.24/7 Wall St.OCT 29US intelligence flagged Nvidia CEO as target of Chinese spy; company says meetings were routine business engagements: Report - ET NowET NowOCT 29Nvidia CEO named in reported China spy probe - News KarnatakaNews KarnatakaOCT 29US Intel Found Chinese Spy Was Hobnobbing With Nvidia CEO - NewserNewserOCT 29Samsungs HBM strides intensify AI memory race - Aju PressAju PressOCT 29Nvidia CEO seen as target of Chinese intelligence plot, Trump briefed but no action taken: Report - Moneycontrol.comMoneycontrol.cOCT 29Nvidia CEO Jensen Huang names 3 countries leading in tech, manufacturing: Which are they? Does India make the list? - LivemintLivemintOCT 29Jensen Huang lists three countries that may lead manufacturing and advanced technology, and neither US or - The Economic TimesThe Economic TOCT 29Nvidia Chief Seen as Target of Chinese Spy Plot - The New York TimesThe New York TOCT 29Samsung Stock Plunges After Earnings, Dragging Micron, SanDisk, and Western Digital Down Over 3% Pre-Market as Market Focuses on SanDisk Earnings - TradingKeyTradingKeyOCT 29Samsungs HBM strides intensify AI memory race - Aju PressAju PressOCT 29Samsung Chip Profit Misses Estimates Lifted by Resurgent AI Hope - Bloomberg.comBloomberg.comOCT 29U.S. curbs propel China GPUs as Moore Threads turns profit but margins strain - ChosunbizChosunbizOCT 29Samsung joins SK Hynix and Micron declaring AI memory sold out for years - Startup FortuneStartup FortunOCT 29Nvidia CEO Jensen Huang names three countries that are leading the world in technology and manufacturing; - The Times of IndiaThe Times of IOCT 28DOJ charges California man with smuggling $300 million in Nvidia chips to China - Startup FortuneStartup FortunOCT 28Malaysia seizes $12 million worth of advanced AI chips hidden inside 30 servers — customs says suspected smuggling network used the country as a transit hub - Tom's HardwareTom's HardwareOCT 28SK Hynix Shakes Up the AI Chip Stock Narrative - TradingViewTradingViewOCT 28SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too - The Globe and MailThe Globe and OCT 28What to Expect From NVIDIA's Next Quarterly Earnings Report - Yahoo FinanceYahoo FinanceOCT 28SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too - The Globe and MailThe Globe and OCT 28SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too - Yahoo FinanceYahoo FinanceOCT 28China’s CXMT pushes into AI memory chip production despite major manufacturing challenges - Business UpturnBusiness UpturOCT 28Micron Shares Track SK Hynix as Record Korean Earnings Test the 'Linkage' Cramer Hates - BigGo FinanceBigGo FinanceOCT 28Moore Threads revenue jumped 147% as China bets big on homegrown GPUs - Startup FortuneStartup FortunOCT 28Analysis-China’s new export curbs draw a line around its AI crown jewels - KELO-AMKELO-AMOCT 28SK Hynix's AI Gold Rush Sends Profits Soaring 632% — but One Analyst Says Buy Micron or Samsung Instead - TradingViewTradingViewOCT 28AI memory, chip stocks gain after SK Hynix posts record profit - TradingViewTradingViewOCT 28SK Hynix says AI memory demand will outrun supply past 2030 - Startup FortuneStartup FortunOCT 28China’s new export curbs draw a line around its AI crown jewels - 朝日新聞朝日新聞OCT 28NVIDIA Corporation $NVDA Stock: Weaver Consulting Group Cuts Stake - MarketBeatMarketBeatOCT 28Why Is China Restricting AI Exports While Expanding Access to Its Technology? - Modern DiplomacyModern DiplomaOCT 28China's new export curbs draw a line around its AI crown jewels - ReutersReutersOCT 28Protectt.ai acquires majority stake in Bosch-incubated AIShield - TechGigTechGigOCT 28Chinese Tech Firms Confident in Challenging NVIDIA, Tesla - 조선일보조선일보OCT 27HBM explained: the AI memory behind SK Hynix’s record profits and rising chip prices - investingLiveinvestingLiveOCT 27Jensen Huang's Late-Night Calls With President Trump Come as Nvidia's China AI Chip Shipments Fall 44% in the First Half of 2026. Here's Why His Access Matters. - The Motley FoolThe Motley FooOCT 27Seoul's worst China tech fears are coming true - BreakingviewsBreakingviewsOCT 27Breakingviews - COMMENTARY: Seoul's worst China tech fears are coming true - ReutersReutersOCT 27Jensen Huang's Late-Night Calls With President Trump Come as Nvidia's China AI Chip Shipments Fall 44% in the First Half of 2026. Here's Why His Access Matters. - Yahoo FinanceYahoo FinanceOCT 27Oracle Rises 5% as Google TPUs Come to Oracle Cloud and NVIDIA Deal Expands; Amazon Nudges Higher, Microsoft Treads Water - 24/7 Wall St.24/7 Wall St.OCT 27Global Funds Flock to Chinese Tech; Robots, EVs Lead Semiconductor Self-Reliance - 조선일보조선일보OCT 27Alibaba, Tencent, ByteDance Seek 10-Year DRAM Long-Term Contracts with Samsung Electronics, SK Hynix - BigGo FinanceBigGo FinanceOCT 27NVIDIA Corporation $NVDA Shares Sold by Neville Rodie & Shaw Inc. - MarketBeatMarketBeatOCT 27[Exclusive] "AI, Chinese chip alone makes me nervous"... Finding High-Performance Korean DRAM 'Blindness' - 매일경제매일경제OCT 27NVIDIA Corporation $NVDA Holdings Boosted by Global Wealth Strategies & Associates - MarketBeatMarketBeatOCT 27Eastern Bank Sells 66,775 Shares of NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 27NVIDIA Corporation $NVDA Stock Sold by CapWealth Advisors LLC - MarketBeatMarketBeatOCT 27NVIDIA Corporation $NVDA Shares Purchased by GoalVest Advisory LLC - MarketBeatMarketBeatOCT 27NVIDIA Corporation $NVDA Shares Newly Acquired by Heartwood Wealth Advisors LLC - MarketBeatMarketBeatOCT 27NVIDIA Corporation $NVDA Shares Purchased by CX Institutional - MarketBeatMarketBeatOCT 27Anthropic IPO Discloses 11 GW Compute Footprint: Nvidia Accounts for 42%, Which Chip Companies Benefit? - TradingKeyTradingKeyOCT 27Nvidia chief says US chip curbs speed up China’s domestic semiconductor push - VARIndiaVARIndiaOCT 27Anthropic flags HBM supply risk from Samsung, SK hynix in IPO filing - 헤럴드경제헤럴드경제OCT 27Anthropic flags HBM supply risk from Samsung, SK hynix in IPO filing - 헤럴드경제헤럴드경제OCT 27[News] TSMC Reportedly Eyes 20% CoWoS Price Hike, Skips Equipment Price Renegotiations Amid AI Demand Surge - TrendForceTrendForceOCT 27Anthropic’s IPO filing puts TSMC and HBM suppliers at the center of its risk story - Crypto BriefingCrypto BriefinOCT 27RAM Shortage [2026]: DRAM Supply Up Just 16%, Prices Soar - shattered.ioshattered.ioOCT 27Anthropic sees ‘no assurance’ Samsung, SK Hynix and Micron can fulfill HBM needs - Sammy FansSammy FansOCT 26Anthropic Flags HBM Supply Risk From Samsung, SK hynix in IPO Filing - Seoul Economic DailySeoul EconomicOCT 26BedRock confirms $4.1b valuation, L Catteron's Glance, and Aspen Neuroscience's IPO - AxiosAxiosOCT 26BedRock confirms $4.1b valuation, L Catteron's Glance, and Aspen Neuroscience's IPO - AxiosAxiosOCT 26TikTok Spends $325K Lobbying on Trade and Export Control Policy - Legis1Legis1OCT 26China's AI Stocks Just Lost $480 Billion as a 40% Crash Raises New Questions About Nvidia - CoinpaperCoinpaperOCT 26Micron says its AI memory chips are sold out through 2026 and into 2028 - Startup FortuneStartup FortunOCT 26Banned Nvidia GPUs spotted powering telecom, cloud workloads in China: report - SDxCentralSDxCentralOCT 26Samsung Commands Premium Prices for HBM - BusinesskoreaBusinesskoreaOCT 26NVIDIA Corporation $NVDA Stock Sold by Silicon Valley Capital Partners - MarketBeatMarketBeatOCT 26NVIDIA Corporation $NVDA Position Lifted by Envestnet Portfolio Solutions Inc. - MarketBeatMarketBeatOCT 26NVIDIA Corporation $NVDA Stock: IKE Capital LLC Trims Position - MarketBeatMarketBeatOCT 26Altar Rock LLC Sells 3,921 Shares of NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 26NVIDIA Corporation $NVDA Stock: Andra AP fonden Cuts Stake - MarketBeatMarketBeatOCT 25Nvidia (NVDA) Has Lost Its China AI Accelerator Market - Yahoo FinanceYahoo FinanceOCT 25U.S.-China AI rivalry forces countries to navigate competing technology blocs (NVDA:NASDAQ) - Seeking AlphaSeeking AlphaOCT 25Nvidia CEO Jensen Huang says US export curbs accelerated China’s chip push, rules out memory glut by... - Moneycontrol.comMoneycontrol.cOCT 25Whetstone Capital Advisors LLC Acquires 9,710 Shares of NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 25NVIDIA Corporation $NVDA Shares Purchased by Tortoise Investment Management LLC - MarketBeatMarketBeatOCT 25NVIDIA Corporation $NVDA Stock: Engineers Gate Manager LP Lowers Holdings - MarketBeatMarketBeatOCT 25NVIDIA Corporation $NVDA Stock Sold by National Pension Service - MarketBeatMarketBeatOCT 25NVIDIA Corporation $NVDA Position Raised by Scholtz & Company LLC - MarketBeatMarketBeatOCT 25United States vs China: AI Models, Compute, Quantum and Electricity, by Shayne Heffernan - Live Trading NewsLive Trading NOCT 256,334 NVIDIA Corporation $NVDA Shares Sold by Archford Capital Strategies LLC - MarketBeatMarketBeatOCT 25NVIDIA CEO Jensen Huang: US chip curbs boost China semiconductors - NewsBytesNewsBytesOCT 25Nvidia CEO Jensen Huang says US regulation pushed China’s domestic capabilities but America's technology - The Times of IndiaThe Times of IOCT 24NVIDIA Corporation $NVDA Stock: NorthRock Partners LLC Cuts Stake - MarketBeatMarketBeatOCT 24Governors Lane LP Purchases New Holdings in NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 24Micron Q4 Cash Flow Hits $44B as vHBM Hype Builds [2026] - shattered.ioshattered.ioOCT 24NVIDIA Corporation $NVDA Stock: Bank OZK Grows Stake - MarketBeatMarketBeatOCT 24US export curbs accelerate China’s chip ambitions, says Nvidia CEO - electronics.economictimes.indiatimes.comelectronics.ecOCT 24China’s AI compute power set to double, but heavily reliant on US chips: report - South China Morning PostSouth China MoOCT 23Treasury proposes rule to curb high-tech investments in China and other adversaries - PBSPBSOCT 23Security Firm Discovers 32 NVIDIA B300 GPUs Operating Inside China Telecom, Showing U.S. Export Controls Aren’t Curbing Top-Tier AI Hardware From Getting Out - WccftechWccftechOCT 23Nvidia CEO Jensen Huang Says US Must Take China ‘Seriously,’ Warns Against Underestimating Its AI and Chipmaking Prowess: ‘If There's One Country That Could Manufacture Things at Scale’ - Yahoo FinanceYahoo FinanceOCT 23SK Hynix vs. Micron: Wall Street Sees Roughly Equal Upside in the Memory Duopoly - BigGo FinanceBigGo FinanceOCT 23SK hynix vs. Micron: Which Memory Stock Has the Edge for the Long Haul? Top Investor Weighs In - TipRanksTipRanksOCT 23Illegal Nvidia Blackwell Ultra B300 GPUs found inside state-owned China Telecom's network — Nvidia says chip smuggling is 'a drop in the bucket,' insists it remains a non-factor - Tom's HardwareTom's HardwareOCT 23Nvidia’s China Market Has Effectively Vanished: ‘Every Restriction Also Gives Chinese Suppliers a Larger Captive Market,’ Says Shay Boloor - Yahoo FinanceYahoo FinanceOCT 23Nvidia’s China Market Has Effectively Vanished: ‘Every Restriction Also Gives Chinese Suppliers a Larger - BenzingaBenzingaOCT 23NVIDIA Corporation $NVDA Stock Bought by Wellington Grp LLC - MarketBeatMarketBeatOCT 23VIRGINIA RETIREMENT SYSTEMS ET Al Purchases 5,180,598 Shares of NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 23US Treasury proposes a rule to crack down on high-tech investments in China, other adversaries - Yahoo! Finance CanadaYahoo! FinanceOCT 23Nvidia B300 chips reportedly surface on China Telecom-linked network, raising export-control questions - digitimesdigitimesOCT 23US export curbs accelerate China’s chip ambitions, says Nvidia CEO - electronics.economictimes.indiatimes.comelectronics.ecOCT 23US export curbs accelerate China’s chip ambitions, says Nvidia CEO - electronics.economictimes.indiatimes.comelectronics.ecOCT 23Nvidia CEO Jensen Huang, who leads the artificial intelligence (AI) semiconductor market, dismissed - 매일경제매일경제OCT 22US AI chip export controls push Nvidia stock down 4.35% - Traders UnionTraders UnionOCT 22Nvidia CEO Jensen Huang says US export curbs have accelerated China’s chip ambitions: CNBC - CNBC TV18CNBC TV18OCT 22Famous Billionaire Calls AI a Bubble — But That Is Not What His Money Says - 24/7 Wall St.24/7 Wall St.OCT 22Nvidia CEO Jensen Huang Says US Must Take China ‘Seriously,’ Warns Against Underestimating Its AI and Chi - BenzingaBenzingaOCT 22TSMC is seeking chipmaking equipment that doesn't contain Chinese rare-earth magnets — asks suppliers to provide alternative motors as export controls threaten fab operations - Tom's HardwareTom's HardwareOCT 22Nvidia has a $35 billion problem most companies would want - TheStreetTheStreetOCT 22‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia: report - South China Morning PostSouth China MoOCT 22‘Jensen’s nightmare’: Huawei, DeepSeek narrow AI chip ecosystem gap with Nvidia - South China Morning PostSouth China MoOCT 22Nvidia’s Powerful B300 Chips Spotted on Chinese State-Owned Network - The InformationThe InformatioOCT 22SK's Chey Tae-won Says AI Is Breaking the Semiconductor Cycle Playbook as Samsung, SK Race to Expand Supply - BigGo FinanceBigGo FinanceOCT 22NVIDIA Corporation $NVDA Stock Bought by Mid American Wealth Advisory Group Inc. - MarketBeatMarketBeatOCT 22NVIDIA Corporation $NVDA Stock Purchased by Wedmont Private Capital - MarketBeatMarketBeatOCT 22Amazon and Google Open PyTorch Paths to Challenge NVIDIA’s AI Software Advantage - KonsulteerKonsulteerOCT 22What Samsung Unveiled at FMS 2026: zHBM, zNAND-O and V10 BV-NAND - shattered.ioshattered.ioOCT 22Micron’s DRAM, HBM4 Push Hits 400-Layer NAND [2026] - https://tech-insider.org/https://tech-iOCT 22AI-Driven Memory Price Surge Seen Reversing to 20-30% Decline by 2028 - BigGo FinanceBigGo FinanceOCT 22"U.S. Must Block Advanced Semiconductor Exports to China for as Long as Possible," House Intelligence Committee's Top Democrat Warns - 아시아경제아시아경제OCT 21ByteDance, Alibaba and Tencent Just Ordered $35 Billion of Nvidia Chips - Yahoo FinanceYahoo FinanceOCT 21Google Opens TorchTPU to Challenge NVIDIA’s Dominance in AI Infrastructure - KonsulteerKonsulteerOCT 21Chinese Technology Giants Reject Huawei’s Inferior AI Accelerators As They Show Affinity Towards RTX PRO 5500, Despite NVIDIA’s Uncertainty In Fulfilling Orders - WccftechWccftechOCT 21China tech giants flood Nvidia with GPU orders to skirt US curbs - CHOSUNBIZ - ChosunbizChosunbizOCT 21China tech giants flood Nvidia with GPU orders to skirt US curbs - ChosunbizChosunbizOCT 21CXMT DRAM Expansion: Risks to Micron and Memory Stocks - www.equiti.comwww.equiti.comOCT 21NVIDIA Corporation $NVDA Stock Sold by Fortitude Advisory Group L.L.C. - MarketBeatMarketBeatOCT 21Nvidia Targets German Startups in 10 Billion Dollar Europe Push - n24.com.trn24.com.trOCT 21NVIDIA Corporation $NVDA Stock Purchased by Azimuth Capital Investment Management LLC - MarketBeatMarketBeatOCT 21Samsung and SK Hynix are upgrading Chinese factories to produce advanced RAM chips as AI data center competition ramps up — big players move to fight off the threat from CXMT and co. - Tom's HardwareTom's HardwareOCT 21Nvidia Buys Into Europe's A.I. Scene, Accounting for More Than 10% of Start-Up Investments in 2026 - www.trendingtopics.euwww.trendingtoOCT 21China's three big tech firms order more than 3 million Nvidia chips as supply falls short of demand - 디지털투데이디지털투데이OCT 20Why Isn’t Nvidia (NASDAQ:NVDA) Stock Rising Despite Reports of US$35 Billion in China AI Chip Orders? - Stocks Down UnderStocks Down UnOCT 20Nvidia Reportedly Just Landed $35 Billion In Chip Orders From Chinese Companies. Here's Why That Could Be Great News for the Stock - The Motley FoolThe Motley FooOCT 20Not Even Rumors of a Big China Chip Purchase Can Lift Nvidia Stock - Barron'sBarron'sOCT 20Nvidia Reportedly Just Landed $35 Billion In Chip Orders From Chinese Companies. Here's Why That Could Be Great News for the Stock - Yahoo FinanceYahoo FinanceOCT 20ByteDance, Alibaba, Tencent place over US$35 billion worth of Nvidia chip orders: Reuters exclusive - BNN BloombergBNN BloombergOCT 20EXCLUSIVE: ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders - ReutersReutersOCT 20Nvidia secures $35B in orders for new export-compliant GPU from Chinese tech giants: report (NVDA:NASDAQ) - Seeking AlphaSeeking AlphaOCT 20ByteDance, Alibaba, Tencent Order Over 3 Million Nvidia Chips Worth $35 Billion - Arise NewsArise NewsOCT 20China’s tech giants drop $35 billion on export-compliant Nvidia RTX Pro 5500 workstation GPU orders to power AI ambitions, according to reports — ByteDance, Alibaba and Tencent order 3 million cards despite warnings that only 10% of orders are fulfillable - Tom's HardwareTom's HardwareOCT 20China’s AI export order is a switch, not a wall - The Indian ExpressThe Indian ExpOCT 20Nvidia Stock (NVDA) Falls Despite Report of $35B Chip Orders from Chinese Tech Giants — Here’s Why - TipRanksTipRanksOCT 20ByteDance, Alibaba, Tencent Place Massive $35 Billion NVIDIA Order - BenzingaBenzingaOCT 20Google Moves to Extend Memory Supply Contracts Through 2035, Signaling AI Boom Will Run Long - BigGo FinanceBigGo FinanceOCT 20ByteDance, Alibaba and Tencent order $35 billion in Nvidia chips - Latest news from AzerbaijanLatest news frOCT 20ByteDance, Alibaba and Tencent order over $35B in Nvidia chips amid US curbs: report - InvezzInvezzOCT 20ByteDance, Alibaba and Tencent order $35 billion of Nvidia chips: Reuters - Investing.comInvesting.comOCT 20As lame-duck battle over chips heats up, OpenAI pulls back - PoliticoPoliticoOCT 20NVIDIA Corporation $NVDA Stock Acquired by Odyssean LLC - MarketBeatMarketBeatOCT 20How Taiwan's New AI Chip Export Controls Could Affect China｜Industry｜2026-10-20｜web only - 天下雜誌天下雜誌OCT 19Samsung Appears to Be a Good Bet Ahead of Q3: ETFs in Focus - The Globe and MailThe Globe and OCT 19Samsung Appears to Be a Good Bet Ahead of Q3: ETFs in Focus - The Globe and MailThe Globe and OCT 19Samsung Appears to Be a Good Bet Ahead of Q3: ETFs in Focus - TradingViewTradingViewOCT 19Micron Maps AI Memory Roadmap: HBM4 Hits 2.6x Gains [2026] - shattered.ioshattered.ioOCT 19Micron HBM4 Sales Up 331% Ahead of Oct. 21 Webinar [2026] - https://tech-insider.org/https://tech-iOCT 19NVIDIA Corporation $NVDA Stock: Barlow Wealth Partners LLC Boosts Stake - MarketBeatMarketBeatOCT 19NVIDIA Corporation $NVDA Stake Raised by Power Wealth Management LLC - MarketBeatMarketBeatOCT 19Samsung Outsources Nvidia AI Memory Base Dies to TSMC as Foundry Yields Fall Short - Tech TimesTech TimesOCT 19[News] Micron Develops Edge Inference Memory, 2H28 Production Seen as HBM Potential Grows in Humanoids - TrendForceTrendForceOCT 19Samsung Reportedly Adopts TSMC 3nm Solution for Nvidia HBM: Will SK Hynix and Micron Follow? - TradingKeyTradingKeyOCT 19China's CXMT Flags Up to Sevenfold Revenue Jump as Samsung Turns to TSMC for Next HBM - Seoul Economic DailySeoul EconomicOCT 18Nvidia reshapes AI memory market with TSMC - jawlah.cojawlah.coOCT 18Nvidia Reportedly Seeks TSMC 3nm for NVHBM - Markets.comMarkets.comOCT 18NVIDIA Corporation $NVDA Stock Bought by Vanguard Capital Wealth Advisors - MarketBeatMarketBeatOCT 17488,100 NVIDIA Corporation $NVDA Shares Sold by Senator Investment Group LP - MarketBeatMarketBeatOCT 16SK Hynix Stock Outlook: Can Explosive Growth in AI Inference Demand Drive Sustained Growth Through 2030? - TradingKeyTradingKeyOCT 16AI-Driven Memory Shortage Spreads to Autos and Appliances — Supply Crunch Seen Lasting Through 2028 - BigGo FinanceBigGo FinanceOCT 16This Magnificent Seven Stock Could Make Investors Richer by 2027 - 24/7 Wall St.24/7 Wall St.OCT 16Taiwan to impose strict controls on AI chip exports to China - Taiwan NewsTaiwan NewsOCT 16Taiwan to impose strict controls on AI chip exports to China - Taiwan NewsTaiwan NewsOCT 16Taiwan to Join US China Chip Curbs, Seek Criminal Penalties for AI Chip Smuggling - bloomingbitbloomingbitOCT 16NVIDIA Corporation $NVDA Holdings Increased by New Mexico Educational Retirement Board - MarketBeatMarketBeatOCT 16NVIDIA Corporation $NVDA Stock Bought by Spinnaker Trust - MarketBeatMarketBeatOCT 16Taiwan to Tighten AI Chip Export Controls to China... Smuggling to Bring Criminal Penalties - 아시아경제아시아경제OCT 16NVIDIA Corporation $NVDA Stock Position Trimmed by Alyeska Investment Group L.P. - MarketBeatMarketBeatOCT 16'I told you so': China's chip sector is making breakthroughs—and U.S. export controls are the reasons why - FortuneFortuneOCT 16Micron Opens HBM Plant With 2027 Output Fully Contracted; Strike Vote Looms - Tech TimesTech TimesOCT 16Taiwan to Curb AI Chip Exports to China as Part of US Trade Deal - Bloomberg.comBloomberg.comOCT 16Yang Yige: Micron Overtakes SK Hynix on the "Legacy DRAM Price Surge," but the Real Test Lies in HBM4E - BigGo FinanceBigGo FinanceOCT 15Elon Musk Criticizes Samsung's AI Memory Prices, Says There Is Excessive Increase - VOI.IDVOI.IDOCT 15Elon Musk Criticizes Samsung's AI Memory Prices, Says There Is Excessive Increase - VOI.IDVOI.IDOCT 15DRAM Giants Get Rich as China Builds a Threat - 24/7 Wall St.24/7 Wall St.OCT 15Nvidia’s Jensen Huang Says US ‘Absolutely Must’ Work With China On ‘Potentially Dangerous’ AI - Yahoo FinanceYahoo FinanceOCT 15TSMC Q3 2026 Earnings Call: 17 Key Questions and the Technological Transformation of the AI Semiconductor Industry - semivisionsemivisionOCT 15Elon Musk calls out memory makers over 'extortionate' chip pricing, says Micron is playing smart for long-term loyalty — yet Micron is pulling in 90% margins on consumer RAM - Tom's HardwareTom's HardwareOCT 15NVIDIA Corporation $NVDA Stock: Rakuten Investment Management Inc. Boosts Stake - MarketBeatMarketBeatOCT 15NVIDIA Corporation $NVDA Stock Purchased by Lombard Odier Asset Management Europe Ltd - MarketBeatMarketBeatOCT 15Why a memory chip glut could be Korea's weapon against China - The InvestorThe InvestorOCT 15TSMC Q3 Profit May Hit Record, Teams Up With GlobalFoundries to Expand CoWoS Silicon Interposer Supply - TradingKeyTradingKeyOCT 15"Even with accelerated localization, supply remains insufficient" Continued Nvidia dependence amid China's AI chip shortage, including smuggling and overseas cloud utilization - https://economy.ac/https://economOCT 14Elon Musk Backs Micron As MU Stock Falls 25%: Is This Memory ETF an AI Stock Bargain? - TradingViewTradingViewOCT 14Amazon, Nvidia step up AI bets: Inside the reported $7B Decart deal and Reflection AI talks - LivemintLivemintOCT 14SK Hynix Shares Extend Slide as China's CXMT Memory Breakthrough Claims Rattle Chip Investors on Wall Street - International Business Times AustraliaInternational OCT 14Tech firms launch custom AI chips for data centre inference - ET DatacentersET DatacentersOCT 14Nvidia Weighs Reflection AI Acquisition or Bigger Investment, FT Reports - Channel InsiderChannel InsideOCT 14Do Micron, Samsung, SK Hynix stocks really face a threat from CXMT? Analysts answer - InvezzInvezzOCT 14Do Micron, Samsung, SK Hynix stocks really face a threat from CXMT? Analysts answer - InvezzInvezzOCT 14AI Memory Chips 2026 - Spherical InsightsSpherical InsiOCT 14TSMC Posts Record Q3 Revenue: NT$1.494tn on AI Boom [2026] - tech-insider.orgtech-insider.oOCT 14HBM4 Shortage: Price Jumps 117% as AMD Chases Supply [2026] - https://tech-insider.org/https://tech-iOCT 14Elon Musk praises Micron for ‘reasonable’ memory pricing - TradingViewTradingViewOCT 14Nvidia Invests in French AI Startups Doctolib, Genesis AI - Analytics InsightAnalytics InsiOCT 14Nvidia Invests in French AI Startups Doctolib, Genesis AI - Analytics InsightAnalytics InsiOCT 14E Wealth Partners LLC Sells 4,498 Shares of NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 14Caitlin John LLC Buys 3,800 Shares of NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 14Do Micron, Samsung, SK Hynix stocks really face a threat from CXMT? Analysts answer - InvezzInvezzOCT 14Nvidia Backs Doctolib, Genesis AI in 4-Startup Bet [2026] - https://tech-insider.org/https://tech-iOCT 14US Curbs Cut Nvidia’s China AI Chip Share to 34% as Huawei Gains Ground - bloomingbitbloomingbitOCT 14Tech firms launch custom AI chips for data centre inference - ET DatacentersET DatacentersOCT 14Musk Backs Micron Memory Pricing, Criticizes Rivals for Overcharging: What It Means for MU Stock - TradingKeyTradingKeyOCT 14Musk’s warning to Samsung and SK hynix? ... “Demanding outrageous prices” - 파이낸셜뉴스파이낸셜뉴스OCT 14Tech firms launch custom AI chips for data centre inference - ET DatacentersET DatacentersOCT 14Musk Says Memory Prices "Outrageous" Except Micron—Remarks Seen Targeting Samsung, SK Hynix - BigGo FinanceBigGo FinanceOCT 14Tech firms launch custom AI chips for data centre inference - ET DatacentersET DatacentersOCT 14MU Stock Edges Up Overnight: Elon Musk Says Micron Is Being ‘Reasonable’ On Memory Prices While Others Are ‘Extortionate’ - TradingViewTradingViewOCT 14Musk Slams Memory Chip Pricing, Raising Questions Over Samsung, SK hynix - BusinesskoreaBusinesskoreaOCT 13Musk says memory prices are too high except for Micron, taking aim at Samsung and SK hynix? [IT story] - 머니투데이머니투데이OCT 13Musk says memory prices are too high except for Micron, taking aim at Samsung and SK hynix? [IT story] - 머니투데이머니투데이OCT 13Nvidia Buys Stakes in French Tech Startups Doctolib, Genesis AI - Global Banking & Finance ReviewGlobal BankingOCT 13Nvidia Takes Stakes in Four French Startups to Push AI Adoption in Europe - BigGo FinanceBigGo FinanceOCT 13Nvidia’s China AI Chip Share Drops to 34% as Huawei Gains Ground - Mexico Business NewsMexico BusinesOCT 13Micron MU fell 4.45% to $945.03, wiping out $50 billion in market value on China’s CXMT DRAM advance. - TradingNEWSTradingNEWSOCT 13Nvidia's China Troubles Deepen as Rivalry Takes New Turn - Yahoo FinanceYahoo FinanceOCT 13Cathie Wood Drops Bombshell Take on AI Memory Stocks - TradingViewTradingViewOCT 13Chinese AI companies buy 1 million Nvidia GPUs in a single year, report claims — export control-compliant chips flood the market to bridge gap in compute demand - Tom's HardwareTom's HardwareOCT 13Nvidia (NVDA) Is In Advanced Talks To Acquire Reflection AI - Yahoo FinanceYahoo FinanceOCT 13Nvidia share drop in Chinese AI chip market following Huawei’s growth - Huawei CentralHuawei CentralOCT 13Nvidia Loses Ground in China as Huawei's AI Chip Shipments Nearly Double, Capturing 28% Market Share: Report - BenzingaBenzingaOCT 13Beyond Nvidia: Why tech firms are turning to custom chips for AI inference - Business StandardBusiness StandOCT 13Beyond Nvidia: Why tech firms are turning to custom chips for AI inference - Business StandardBusiness StandOCT 13Beyond Nvidia: Why tech firms are turning to custom chips for AI inference - Business StandardBusiness StandOCT 13China's Memory Chip Push Sends SK hynix, Samsung Reeling: Is the AI Trade Losing Steam? - TradingViewTradingViewOCT 13China's Memory Chip Push Sends SK hynix, Samsung Reeling: Is the AI Trade Losing Steam? - TradingViewTradingViewOCT 13Nvidia’s China AI chip market share falls to 34% as Huawei gains ground: IDC (NVDA:NASDAQ) - Seeking AlphaSeeking AlphaOCT 13NVIDIA Corporation $NVDA Stock: Perennial Investment Advisors LLC Increases Stake - MarketBeatMarketBeatOCT 13NVIDIA Corporation $NVDA Stock: Transamerica Financial Advisors LLC Increases Stake - MarketBeatMarketBeatOCT 13NVIDIA Corporation $NVDA Stock: Panoramic Capital LLC Increases Holdings - MarketBeatMarketBeatOCT 13NVIDIA Corporation $NVDA Stock: Petrus Trust Company LTA Raises Stake - MarketBeatMarketBeatOCT 13NVIDIA Corporation $NVDA Stake Lifted by Palogic Value Management L.P. - MarketBeatMarketBeatOCT 13N10 Assets LLC Acquires New Stake in NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 13Nvidia’s China AI Chip Market Share Falls to 34% as Huawei Closes In - TipRanksTipRanksOCT 13Nvidia buys stakes in French tech startups Doctolib, Genesis AI - ReutersReutersOCT 13MU Stock Edges Up Overnight: Elon Musk Says Micron Is Being ‘Reasonable’ On Memory Prices While Others Are ‘Extortionate’ - TradingViewTradingViewOCT 13Nvidia AI chip share in China falls as Huawei catches up- Reuters - Yahoo FinanceYahoo FinanceOCT 13Chinese Tech Firms Bought 1 Million Nvidia Gaming Chips This Year. Here’s Where It Shows Up - Yahoo FinanceYahoo FinanceOCT 13US Export Controls Slash Nvidia's China AI Chip Market Share to 34%, Huawei Grabs 28% : Global : JKN - 재경일보재경일보OCT 13Nvidia's China AI Chip Share Plunges to 34% as Huawei Closes In at 28% - BigGo FinanceBigGo FinanceOCT 13Nvidia's China AI-chip share falls as Huawei closes gap, report finds - ReutersReutersOCT 13China faces uphill battle to wean tech firms off Nvidia chips - Financial TimesFinancial TimeOCT 12Nvidia to acquire Reflection AI or expanding $800 mn investment in the $25 bn AI startup - BeinsureBeinsureOCT 12AI Memory Is Cheaper In China—Challenging Micron, SK Hynix - Micron Technology (NASDAQ:MU), SK hynix (NAS - BenzingaBenzingaOCT 12Nvidia Weighs Stakes in Two AI Startups While Microsoft Tie-Up Nears Launch - ad-hoc-news.dead-hoc-news.deOCT 12Samsung’s HBM4E Passes Nvidia’s Tests: The Memory That Could Decide the Next AI Race - Intelligent LivingIntelligent LiOCT 12Nvidia in discussions to acquire or expand stake in Reflection AI - Yahoo FinanceYahoo FinanceOCT 12Will NVIDIA Acquire US Open-Model Startup Reflection AI? - AI MagazineAI MagazineOCT 12Nvidia in talks to buy Reflection AI or invest more, FT reports - The Next WebThe Next WebOCT 12NVIDIA Corporation $NVDA Stock Purchased by Hhlr Advisors LTD. - MarketBeatMarketBeatOCT 12NVIDIA Corporation $NVDA Stake Reduced by Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD - MarketBeatMarketBeatOCT 12Nvidia Weighs Stakes in Two AI Startups While Microsoft Tie-Up Nears Launch - AD HOC NEWSAD HOC NEWSOCT 12Nvidia in Talks to Acquire Reflection AI - www.trendingtopics.euwww.trendingtoOCT 12Nvidia explores deeper Reflection AI ties, including acquisition, report says - TechGigTechGigOCT 12[News] TSMC’s $2B Silicon Interposer Deal with GF Could Fast-Track U.S. Packaging to 1H28, Free Up Fab Capacity - TrendForceTrendForceOCT 12Nvidia Eyes Reflection AI Acquisition: A Major Move That Could Reshape the Future of Open-Source Artificial Intelligence - Kingy AIKingy AIOCT 11Nvidia reportedly in early talks to buy, acquihire or invest more in Reflection AI - SiliconANGLESiliconANGLEOCT 11Super Micro Computer Contractor Pleads Guilty In Illegal AI Chip Export Scheme - TIKR.comTIKR.comOCT 11Nvidia in Talks for $25B Reflection AI Stake [2026] - https://tech-insider.org/https://tech-iOCT 11NVIDIA Corporation $NVDA Stake Raised by Wedbush Fund Advisers LLC - MarketBeatMarketBeatOCT 11NVIDIA Corporation $NVDA Shares Sold by Legal & General Group Plc - MarketBeatMarketBeatOCT 11RDST Capital LLC Purchases New Position in NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 11162,800 Shares in NVIDIA Corporation $NVDA Bought by HMI Capital Management L.P. - MarketBeatMarketBeatOCT 1161,748 NVIDIA Corporation $NVDA Shares Bought by Trajan Wealth LLC - MarketBeatMarketBeatOCT 11Nvidia Weighs Bigger Stake in Reflection AI, or Outright Acquisition, Report Says - Analytics InsightAnalytics InsiOCT 11Nvidia Weighs Bigger Stake in Reflection AI, or Outright Acquisition, Report Says - Analytics InsightAnalytics InsiOCT 11Can Robot DRAM Break Samsung Electronics and SK Hynix Out of the Semiconductor Rally's Sidelines? - BigGo FinanceBigGo FinanceOCT 11Nvidia may be planning for more stake or acquisition deal for $25 billion in open-source AI startup - The Times of IndiaThe Times of IOCT 11Samsung Locks Up 80% of Next Year's Memory Capacity in Long-Term Deals; Tech Giants Scramble for the Rest - BigGo FinanceBigGo FinanceOCT 11Nvidia in talks to deepen investment in or acquire AI startup Reflection - Business StandardBusiness StandOCT 11Nvidia Weighs Deeper Stake or Full Takeover of AI Startup Reflection - BigGo FinanceBigGo FinanceOCT 10Nvidia Pursues Acquisition of Open-Source AI Startup Reflection to Counter DeepSeek - BigGo FinanceBigGo FinanceOCT 10Nvidia Reportedly in Talks to Acquire Reflection AI, Betting on Open-Weight Models and New AI Computing Demand - TradingKeyTradingKeyOCT 10Nvidia in talks to acquire US ‘open’ model start-up Reflection AI - Financial TimesFinancial TimeOCT 10Micron's Board Authorizes a Record $35 Billion Stock Buyback - Startup FortuneStartup FortunOCT 10NVIDIA Corporation $NVDA Stock: L2 Asset Management LLC Raises Stake - MarketBeatMarketBeatOCT 10Gallo Partners LP Purchases New Stake in NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 10NVIDIA Corporation $NVDA Stock Sold by Algert Global LLC - MarketBeatMarketBeatOCT 10Nvidia in talks to invest further in Reflection AI or buy it, FT reports - ReutersReutersOCT 09GlobalFoundries Can Profit From AI Without Making GPUs - 24/7 Wall St.24/7 Wall St.OCT 09Samsung projects historic R1.32 trillion profit as AI memory demand soars - Bandwidth BlogBandwidth BlogOCT 09NVIDIA Corporation $NVDA Stock Sold by Polymer Capital Management HK LTD - MarketBeatMarketBeatOCT 0916,000 NVIDIA Corporation $NVDA Shares Purchased by Ally Financial Inc. - MarketBeatMarketBeatOCT 09NVIDIA Corporation $NVDA Shares Bought by Covington Investment Advisors Inc. - MarketBeatMarketBeatOCT 09The long way to China: What chip smuggling reveals about trade today - I by IMDI by IMDOCT 09Nvidia’s Biggest Customers Now Build 5 Rival Chips [2026] - shattered.ioshattered.ioOCT 09GlobalFoundries and TSMC sign $2B AI packaging deal - TNGlobalTNGlobalOCT 08NVIDIA Corporation $NVDA Shares Purchased by LM Advisors LLC - MarketBeatMarketBeatOCT 08NVIDIA Corporation $NVDA Stake Boosted by Elefante Mark B - MarketBeatMarketBeatOCT 08DRAM: The AI Memory Boom Is Real, But 2028 Earnings Matter More Than Today's Low P/E - Seeking AlphaSeeking AlphaOCT 08Samsung’s $80 Billion Q3 Profit: How the AI Memory Boom Is Driving Earnings - INDmoneyINDmoneyOCT 08TSMC's quarterly revenue jumped 51 percent as AI chip demand held firm - Startup FortuneStartup FortunOCT 08Samsung flags $80 billion profit on AI boom, highest quarterly for any tech company - WTVBWTVBOCT 07Why Nvidia's SK Hynix Deal Leaves Little AI Memory Supply - MediumMediumOCT 07Samsung Says the AI Memory Chip Shortage Will Not Ease Before 2028 - Startup FortuneStartup FortunOCT 07NVIDIA Corporation $NVDA Stock Holdings Reduced by Korea Investment CORP - MarketBeatMarketBeatOCT 07Samsung’s HBM prices tipped to more than double in 2027 - ANI NewsANI NewsOCT 07Burnham & Co LLC Purchases New Stake in NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 07Samsung’s HBM prices tipped to more than double in 2027 - The Korea HeraldThe Korea HeraOCT 07Nvidia discussed investing another $1 billion in Figure AI - Crypto BriefingCrypto BriefinOCT 07Samsung’s HBM prices tipped to more than double in 2027 - The InvestorThe InvestorOCT 07Samsung’s Q3 profit seen jumping nine-fold, but chip margins may be flat - 朝日新聞朝日新聞OCT 07Samsung Says the Memory Chip Shortage Will Worsen Through 2028 - Startup FortuneStartup FortunOCT 07Samsung’s Q3 profit seen jumping nine-fold - Free Malaysia TodayFree Malaysia OCT 06Samsung’s Q3 profit seen jumping nine-fold, but chip margins may be flat - WKZOWKZOOCT 06Micron agrees to pay Netlist $600 million to end patent war - Startup FortuneStartup FortunOCT 06YMTC Warns NAND Supply Crunch Could Last Until 2029 as AI Infrastructure Crowds Out Consumer-Grade Capacity - BigGo FinanceBigGo FinanceOCT 06Beckerman Institutional LLC Acquires New Stake in NVIDIA Corporation $NVDA - MarketBeatMarketBeatOCT 06[News] Micron Sees Tighter Memory Supply Through FY28: When Will the Big Three’s New Capacity Arrive? - TrendForceTrendForceOCT 06A Proposal for Addressing the AI Memory Supply Shortage - IPWatchdogIPWatchdogOCT 06SK Hynix Falls 4% on Earnings Caution Before a Rebalancing Goldman Says Favors It; SanDisk Slips 2%, Micron Holds Firm - 24/7 Wall St.24/7 Wall St.OCT 06Samsung's Q3 profit seen jumping nine-fold, but chip margins may be flat - ReutersReutersOCT 06Goldman Sachs Raises TSMC Target Price to NT$3,300, Bullish on AI Demand Expanding to CPUs and Networking Chips - finance.biggo.comfinance.biggo.OCT 06Hanmi Semiconductor to Supply $18.2 Million in Equipment to Samsung Electro-Mechanics, Signaling Renewed Samsung Group Ties - finance.biggo.comfinance.biggo.