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1.
IREN inks AI infrastructure deal with Nvidia (cnbc.com)
2.
Intel soars 13% on report of Apple chip talks, hits new all-time high (cnbc.com)
3.
Apple Looking to Samsung and Intel for Chips Amid Shortages, Report Says (cnet.com)
4.
Micron zooms past $700 billion market cap as rally in memory stocks accelerates (cnbc.com)
5.
ASML's Best Selling Product Isn't What You Think It Is (news.ycombinator.com)
6.
Jim Cramer says the market powered through a tough earnings week but 'that doesn't mean we're out of the woods yet' (cnbc.com)
7.
Toilet Maker Spikes in Value as It Flushes Money Into AI (futurism.com)
8.
Samsung's chip profit jumped nearly 50-fold in a single year, execs warn the shortage will get worse (techspot.com)
9.
Samsung Chip Profits Soar Amid the Tech World's RAM Shortages (cnet.com)
10.
Samsung profit surges over eightfold to beat estimates as AI boom fuels memory chip crunch (cnbc.com)
11.
NXP Semiconductors soars 26%, best day ever after earnings beat (cnbc.com)
12.
NXP Semiconductors soars 26%, paces for its best day ever after earnings beat (cnbc.com)
13.
The Chip That Made Hardware Rewriteable (spectrum.ieee.org)
14.
How Semiconductors Were Made in America (news.ycombinator.com)
15.
Cramer calls blistering rally in chip stocks 'worrisome.' How he's protecting his portfolio (cnbc.com)
16.
Qualcomm stock is soaring today as rumblings of an OpenAI smartphone deal emerge. Here’s what’s happening (feeds.feedburner.com)
17.
ASML became the chokepoint for cutting-edge chips (news.ycombinator.com)
18.
The World's Most Complex Machine (news.ycombinator.com)
19.
We're booking a 375% gain in a stock to raise cash for unloved names (cnbc.com)
20.
NEO Semiconductor's revolutionary 3D X-DRAM for AI processors has passed proof-of-concept validation — company secures funding to develop next-gen memory HBM alternative (tomshardware.com)
21.
Texas Instruments' stock jumps 19% for best day since 2000 as AI demand soars (cnbc.com)
22.
Texas Instruments' stock jumps 18%, heads for best day since 2000 as AI demand soars (cnbc.com)
23.
U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry (tomshardware.com)
24.
Enthusiast builds his own RAM in garden shed cleanroom — fledgling array of memory cells groundwork for much larger future project (tomshardware.com)
25.
The Bromine Chokepoint (news.ycombinator.com)
26.
40 years ago we entered the megabit memory era with IBM’s DRAM breakthrough — a major leap beyond the 64 kilobit chips common at the time (tomshardware.com)
27.
Two Motorola Transistors Became the Default NPNs (news.ycombinator.com)
28.
US lawmakers amend new restrictions on Chinese chipmakers — MATCH Act's blanket restrictions removed from select chipmaking tools (tomshardware.com)
29.
Intel hires tenured Samsung exec to lead Foundry Services — signals company focus on winning business from potential Foundry suitors (tomshardware.com)
30.
U.S. tech companies ramp up government lobbying amid Iran war uncertainty (cnbc.com)
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