02_nvidia_market_cap_photonics.md
Nvidia Defends AI Story as Market Value Slips Below $5 Trillion SANTA CLARA, Calif.—Nvidia Corp. held its annual shareholder meeting on Wednesday with a familiar message and a restless audience.…
01_tsmc_advanced_node_price_hike.md
TSMC Raises Prices Across Its Advanced Chip Lines TAIPEI—Taiwan Semiconductor Manufacturing Co. has told customers it will raise prices across every advanced manufacturing node it sells, touching the 3-nanometer, 5-nanometer…
Goldman Says AI Capex Boom Is Bigger and Longer Than Expected for Korea’s Chip Cycle
SEOUL — Goldman Sachs has told clients that the artificial-intelligence capital expenditure boom is driving South Korea’s chip cycle harder and longer than the bank expected, and that the resulting…
SK Hynix Reallocates Capacity From HBM4 to Commodity DRAM as Shortage Bites
SEOUL — SK Hynix, the world’s largest maker of high-bandwidth memory, is adjusting the pace of its sixth-generation HBM4 mass production and shifting resources to commodity DRAM, the company said,…
Apple to Close Three U.S. Stores, Including Its First Unionized Location
TOWSON, Md. — The Apple Store at Towson Town Center opened in 2001 as one of the company’s earliest retail locations, and in 2022 it became the first Apple store…
Qualcomm in Advanced Talks to Buy AI Chip Startup Modular for About $4 Billion
SAN DIEGO — Qualcomm is in advanced talks to acquire Modular, an artificial intelligence chip startup whose software lets developers build and deploy AI models without learning the low-level details…
Samsung Display Wins Apple Certification to Supply Foldable iPhone OLED Panels
SEOUL — Apple has approved Samsung Display to begin mass production of foldable OLED modules for its first foldable iPhone, according to The Elec, the South Korean trade publication, which…
SpaceX Shares Fall Another 16.4%, Nearly Erasing Gains From Record IPO
NEW YORK — The biggest initial public offering in stock market history is having the worst first week any investor could have feared. SpaceX shares fell 16.4% on Tuesday, the…










