Sponsor of the Day:
Jerkmate
https://www.digitimes.com/news/a20260402VL205/exports-demand-shipments-2026-logistics.html?dt_ref=tag
South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
Apr 2, 2026 - South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold,...
south korea exportshit record us86bn chip demanddrives breakout
https://www.upi.com/Top_News/World-News/2026/04/23/korea-South-Korea-GDP-growth-17-percent-Q1-semiconductor-exports-BOK/2241776929696/
South Korea GDP surges as chip demand powers economy - UPI.com
South Korea's economy grew at its fastest pace in nearly six years in the first quarter, central bank data showed Thursday, beating expectations.
south koreachip demandgdpsurgespowers
https://www.digitimes.com/newsshow/emailnews.asp?datePublish=2026/04/02&pages=VL&seq=205
South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn - email a friend
Email a friend about: South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
south korea exportshit record us86bn chip demanddrives breakout
https://www.techmonitor.ai/hardware/silicon/microchip-q1-fy2026-chip-demand-recovery
Microchip anticipates higher revenue and profit in Q1 FY26 amid chip demand recovery
May 9, 2025 - Microchip projected its financial performance for the upcoming Q1 FY26, expecting both revenue and profit to surpass analysts' estimates.
higher revenueq1 fy26chip demandmicrochipanticipates
https://ts2.tech/en/maxlinear-stock-surges-as-ai-data-center-chip-demand-drives-big-q2-outlook/
MaxLinear Stock Surges as AI Data-Center Chip Demand Drives Big Q2 Outlook
Apr 24, 2026 - MaxLinear forecast second-quarter revenue of $160 million to $170 million, well above Wall Street’s estimate of $137.1 million.
ai data centerchip demand drivesmaxlinear stockq2 outlooksurges
https://boursewatch.com/market/18857/tsmc-reports-forecast-beating-revenue-as-ai-chip-demand-defies-geopolitical-tensions/
TSMC Reports Forecast-beating Revenue As AI Chip Demand Defies Geopolitical Tensions | BourseWatch...
Apr 10, 2026 - The world of semiconductor manufacturing is as dynamic as it is crucial to the global economy. Taiwan Semiconductor Manufacturing Company (TSMC), a leader in
ai chip demandtsmc reportsgeopolitical tensionsforecastbeating
https://www.digitimes.com/news/a20260331VL214/demand-efficiency-micron-sandisk-hbm.html
Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
Apr 1, 2026 - On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%,...
ai efficiencymemory stockschip demandcommentaryshock
https://www.ibtimes.co.uk/nvidia-ai-chip-demand-2027-new-platforms-1786114
Nvidia Sees AI Chip Demand at $1T by 2027; Debuts Groq 3 Chips, NemoClaw Platform at GTC | IBTimes...
Mar 17, 2026 - Nvidia CEO Jensen Huang projects a $1 trillion surge in AI chip demand by 2027 as the tech giant debuts its next-generation Vera Rubin architecture and...
ai chip demandgroq 3nvidiasees1t
https://www.digitimes.com/news/a20260402VL205/exports-demand-shipments-2026-logistics.html
South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
Apr 2, 2026 - South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold,...
south korea exportshit record us86bn chip demanddrives breakout
https://www.digitimes.com/news/a20260331VL214.html?chid=12
Commentary: AI efficiency shock rattles memory stocks, tests chip demand narrative
Apr 1, 2026 - On March 30, US tech stocks fell sharply, with the Philadelphia Semiconductor Index down 4.2%. Memory stocks led the losses: Micron Technology dropped 9.88%,...
ai efficiencymemory stockschip demandcommentaryshock
https://www.insidermonkey.com/blog/taiwan-semiconductor-manufacturing-tsm-soared-on-strong-ai-chip-demand-1726013/
Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand - Insider Monkey
Mar 27, 2026 - Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth...
ai chip demandtaiwan semiconductorinsider monkeymanufacturingtsm
https://www.digitimes.com/news/a20260402VL205.html?chid=12
South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
Apr 2, 2026 - South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold,...
south korea exportshit record us86bn chip demanddrives breakout
https://www.benzinga.com/markets/tech/26/04/51661421/amd-gains-market-share-agentic-ai-fuels-surprise-surge
AMD Gains Market Share, 'Agentic AI' Fuels Chip Demand - Advanced Micro Devices (NASDAQ:AMD) -...
Apr 6, 2026 - Citi analysts are taking a cautious view of the semiconductor earnings season but flag Advanced Micro Devices as a near-term opportunity.
advanced micro devicesmarket shareagentic aichip demandamd
https://moneycheck.com/amd-stock-tumbles-4-8-as-openai-growth-slowdown-sparks-ai-chip-demand-fears/
AMD Stock Tumbles 4.8% as OpenAI Growth Slowdown Sparks AI Chip Demand Fears - MoneyCheck
Apr 28, 2026 - AMD stock dropped 4.8% Tuesday after reports showed OpenAI missed 2025 growth targets, raising questions about AI chip demand heading into Q1 earnings.
ai chip demandamd stock4 8growth slowdowntumbles
https://enterprisewired.com/amd-ai-chip-demand/
AMD AI Chip Demand Drives Stock Toward 300 | Enterprise Wired
Apr 18, 2026 - Advanced Micro Devices is extending its upward momentum as investor sentiment strengthens across the semiconductor industry, supported by rising AMD AI chip...
ai chip demandenterprise wiredamddrivesstock
https://www.fool.com/coverage/stock-market-today/2026/04/24/stock-market-today-april-24-nvidia-surges-on-soaring-ai-chip-demand/
Stock Market Today, April 24: Nvidia Surges on Soaring AI Chip Demand | The Motley Fool
Apr 24, 2026 - On April 24, 2026, investors weighed soaring AI chip demand, sector-wide rallies, and sky-high growth hopes around this market heavyweight.
stock market todayai chip demandapril 24motley foolnvidia
https://www.thehindu.com/sci-tech/technology/samsung-flags-eightfold-jump-in-quarterly-profit-as-ai-chip-demand-pumps-prices/article70832766.ece
Samsung flags eightfold jump in quarterly profit as AI chip demand pumps prices - The Hindu
Samsung Electronics on Tuesday projected its first-quarter earnings would exceed its entire profit for last year, beating expectations
ai chip demandquarterly profitsamsungflagseightfold
https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/samsung-flags-eightfold-jump-quarterly-profit-ai-chip-demand-pumps-prices
Samsung flags eightfold jump in quarterly profit as AI chip demand pumps prices - The Business Times
Apr 7, 2026 - The company will release details of its first-quarter earnings on April 30
ai chip demandquarterly profitbusiness timessamsungflags
https://www.fool.com/investing/2026/04/10/stock-market-today-live-coverage/
Stock Market Today (LIVE): Datadog Slides, “Engine Still Humming”; Chip Demand Check—AMD Jumps on...
Apr 10, 2026 - Top insights from the latest market news from Friday, April 10, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.
stock market todaychip demandlivedatadogslides
https://www.forbes.com/sites/gloriaharaito/2026/04/15/vitrox-cofounder-returns-to-the-ranks-of-malaysias-richest-as-ai-boom-fuels-demand-for-chip-equipment/
ViTrox Cofounder Returns To The Ranks Of Malaysia’s Richest As AI Boom Fuels Demand For Chip...
Apr 15, 2026 - An 84% jump in shares of ViTrox returned cofounder and CEO Chu Jenn Weng to the list after a year’s absence.
ai boom fuelscofounderreturnsranksrichest
https://humanprogress.org/the-air-is-full-of-dna-heres-what-scientists-are-using-it-for/
Breakthrough Computer-Chip Tech Could Help Meet AI Demand - Human Progress
tech could helpbreakthrough computermeet aihuman progresschip
https://www.tomshardware.com/pc-components/dram/sk-group-chairman-says-memory-chip-shortage-will-last-until-2030
SK Group chairman says memory chip shortage will last until 2030 — wafer supply trails demand by...
Mar 18, 2026 - SK Hynix's CEO is expected to announce price stabilization measures soon.
memory chip shortagesk groupchairman sayslast2030
https://www.pymnts.com/news/artificial-intelligence/2026/automakers-face-chip-shortage-demand-from-ai-data-centers/
Automakers Face Chip Shortage Due to AI Data Center Demand
ai data centerchip shortageautomakersfacedue
https://www.thenews.com.pk/latest/1396695-meri-zindagi-hai-tu
China chip industry booms as AI demand surges
Mar 25, 2026 - The global competition to develop artificial intelligence systems has resulted in increased growth for China's semiconductor industry because AI markets...
china chipai demandindustryboomssurges
https://www.itnews.asia/news/microns-warning-of-weak-demand-rattles-chip-stocks-583807
Micron's warning of weak demand rattles chip stocks - Case Studies - iTnews Asia
Chip stocks trend downwards after announcement.
weak demandchip stockscase studiesitnews asiamicron