Semiconductors
Samsung Secures Exclusive NVIDIA Rubin Contract as HBM Shortage Deepens
All capacity sold out through 2026
AI
+11
Deal or No Deal? Why Nvidia's Biggest AI Partnership Still Isn't Signed After 90 Days
Zero Dollars Transferred: The AI Deal That Never Happened"
Amazon
+12
Amazon's $10B OpenAI Deal: The Chip Shift That Changes Everything
Why Trainium chips at $15K could end Nvidia's $40K pricing
Chip War
+13
Intel's Ex-CEO Just Bet $150M on Breaking ASML's Monopoly
FELs promise 4x the power of ASML's EUV systems
TSMC
+8
Top 5 Chip Undervalued Stocks | November 2025
One monopoly at a discount. One diversifying into $50B markets. Three at trough valuations
TSMC
+8
Meta Buys Google Chips: The $250 Billion Market Signal You Can't Ignore
Meta's $14B bet on Google chips signals the end of Nvidia's pricing monopoly
AI chips
+8
CHIPS Act 2.0: $52 Billion in Subsidies Just Redrew the Global Semiconductor Map
New fabs go live 2025-2027. From 12% to 20% by 2030. That's the ambitious goal.
TSMC
+7
