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Featured/ SMCI/ 09/12/2025 · 8:24 AM

Powering the AI Revolution: Nvidia, Super Micro, and Advanced Memory

Nvidia's powerful AI servers are now being shipped globally via Supermicro , known for fast deployment. SK Hynix leads in essential HBM4 memory chips for AI, while Samsung and Micron aim to catch up.

MU/ 08/22/2025 · 8:15 AM

Trump's Bold Play: Equity Stakes in Semiconductor Subsidies Sparks Industry Debate

The Trump administration is seeking equity in semiconductor companies receiving CHIPS Act funds, signaling a major shift from traditional subsidies. Still, the Commerce Department is "not looking to take equity from TSMC and Micron."