TechnologyKLA Lifts 2026 Chip Equipment Forecast to $150 Billion on Global AI DemandSalvado•Aug 3, 2026
TechnologyAmkor's Record Quarter Shows AI Boom Reshaping Chip Supply Lines WorldwideSalvado•Aug 3, 2026
TechnologyKLA Raises Advanced-Packaging Forecast to $1.1B, Up 70% on Global AI DemandSalvado•Aug 3, 2026
TechnologyNvidia, SK Hynix Sign $500 Billion Memory Deal as Global Chip Consolidation AcceleratesSalvado•Aug 1, 2026
Technology$200B Samsung-Broadcom Deal Anchors $1.65 Trillion Global Chip Investment WaveSalvado•Jul 31, 2026
Technology & MarketsChip ETF Jumps 79% as Global Supply Chain Races to Fix AI Memory BottleneckSalvado•Jul 16, 2026
Business TechnologyTSMC Lifts 2026 Capex to $56 Billion as SK Hynix Debuts on Nasdaq, Signaling Global Chip BuildoutSalvado•Jul 15, 2026
BusinessSamsung's Chip Profit Jumps 48-Fold as Korea Joins Global AI Hardware BoomSalvado•Jul 11, 2026
TechnologyMicron Sells Out All 2026 HBM Memory as Global AI Chip Race Strains SupplySalvado•Jul 3, 2026
Technology & AIUS AI Inference Firms Raise $2.65B in June as Global Infrastructure Race AcceleratesSalvado•Jul 1, 2026
Technology & MarketsSemiconductors Hit Records Globally as AI Dismantles the Enterprise Software Business ModelSalvado•Jun 25, 2026
Markets & TechnologyGlobal Chip Rally Leaves Software Behind as Investors Bet on AI HardwareSalvado•Jun 25, 2026
TechnologyMicron's Entire 2026 HBM Supply Is Sold Out, Bottlenecking AI Infrastructure GloballySalvado•Jun 19, 2026
Technology & InnovationSemiconductor ETFs Surge 79% as US-China Chip Race Splits Global AI InfrastructureSalvado•Jun 17, 2026
Technology & MarketsSOXX Surges 79% YTD as Global Semiconductor Supercycle Expands Beyond U.S. Data CentersSalvado•Jun 13, 2026
Technology & MarketsGlobal Semiconductor ETF Surged 79% Then Fell 10% in One Day — ASIC Costs Explain WhySalvado•Jun 11, 2026
Technology & InnovationNetlist Funds Operations Through Patent Lawsuits, Not Memory Sales — AI Development Timelines Pay the PriceSalvado•May 25, 2026
Technology & IndustryAnalog Devices Projects $3.9B Q3 Revenue as Semiconductor Reshoring Reshapes Global Supply ChainsSalvado•May 24, 2026
Technology & InnovationAmbiq Micro's $38M Loss and 20x Sales Multiple Threaten Global Edge AI Supply ChainSalvado•May 24, 2026
