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News headline image
The Glass Age of AI: How Glass Substrates are Unlocking the Next Generation of Frontier Super-Chips at FLEX 2026
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD GOOGL INTC MSFT NVDA SSNLF
Exposures Artificial Intelligence Supply Chain
News headline image
Tesla Breaks the Foundry Monopoly: Dual-Sourcing AI5 Silicon Across TSMC and Samsung’s U.S. Fabs for 2026 Global Ramp
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMZN NVDA SSNLF TSLA TSM
Exposures Artificial Intelligence Supply Chain
News headline image
The Battle for the Local Brain: CES 2026 Crowns the King of Agentic AI PCs
Via TokenRing AI
Topics Artificial Intelligence
Tickers AMD INTC LNVGY MSFT QCOM
Exposures Artificial Intelligence
News headline image
The Power Behind the Intelligence: Wide-Bandgap Semiconductors to Top $5 Billion in 2026 as AI and EVs Converge
Via TokenRing AI
Topics Artificial Intelligence Electric Vehicles
Tickers LCID NVDA STM WOLF
Exposures Artificial Intelligence Electric Vehicles
News headline image
The High-NA Era Arrives: How Intel’s $380M Lithography Bet is Redefining AI Silicon
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN ASML INTC MSFT NVDA SSNLF
Exposures Artificial Intelligence Supply Chain
News headline image
The Great Unclogging: TSMC Commits $56 Billion Capex to Double CoWoS Capacity for NVIDIA’s Rubin Era
Via TokenRing AI
Topics Artificial Intelligence Earnings Economy
Tickers AMD AMKR AMZN AVGO GOOGL INTC
Exposures Artificial Intelligence Financial Supply Chain
News headline image
The Silicon Renaissance: How AI-Led EDA Tools are Redefining Chip Design at CES 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMZN ARM CDNS MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The 1.6T Surge: Silicon Photonics and CPO Redefine AI Data Centers in 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AVGO CLS NVDA TSM
Exposures Artificial Intelligence Supply Chain
News headline image
RISC-V Reaches Server Maturity: SpacemiT Unveils 64-Core Vital Stone V100 with 30% Efficiency Gain Over ARM
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD ARM INTC NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
The Silicon Pact: US and Taiwan Seal Historic $250 Billion Trade Deal to Secure AI Supply Chains
Via TokenRing AI
Topics Artificial Intelligence Economy Immigration
Tickers AAPL INTC META NVDA TSM
Exposures Artificial Intelligence Coal Immigration
News headline image
The HBM4 Era Begins: Samsung and SK Hynix Trigger Mass Production for Next-Gen AI
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD MU NVDA SSNLF TSM
Exposures Artificial Intelligence Supply Chain
News headline image
NVIDIA Unveils Vera Rubin Platform at CES 2026: The Dawn of the Agentic AI Era
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMZN GOOGL INTC META MS
Exposures Artificial Intelligence Supply Chain
News headline image
Intel’s 18A Moonshot Lands: Panther Lake Shipped, Surpassing Apple M5 by 33% in Multi-Core Dominance
Via TokenRing AI
Topics Artificial Intelligence
Tickers AAPL AMD HPQ INTC MSFT NVDA
Exposures Artificial Intelligence
News headline image
The Angstrom Era Arrives: TSMC Dominates AI Hardware Landscape with 2nm Mass Production and $56B Expansion
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL AMD GOOGL INTC MSFT NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
NVIDIA CEO Jensen Huang Champions “Sovereign AI” at WEF Davos 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL MSFT NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
Silicon Photonics Breakthroughs Reshape 800V EV Power Electronics
Via TokenRing AI
Topics Artificial Intelligence Economy Electric Vehicles
Tickers CSCO INTC MRVL NVDA TSLA
Exposures Artificial Intelligence Electric Vehicles Supply Chain
News headline image
Intel and Innatera Launch Neuromorphic Engineering Programs for “Silicon Brains”
Via TokenRing AI
Topics Artificial Intelligence
Tickers ARM INTC NVDA
Exposures Artificial Intelligence
News headline image
“Glass Cloth” Shortage Emerges as New Bottleneck in AI Chip Packaging
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL AMD GLW INTC NVDA QCOM
Exposures Artificial Intelligence Supply Chain
News headline image
RISC-V Hits 25% Design Share as GlobalFoundries Bolsters Open-Standard Ecosystem
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD ARM BABA GFS GOOGL
Exposures Artificial Intelligence Supply Chain
News headline image
AI Memory Shortage Forecast to Persist Through 2027 Despite Capacity Ramps
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD DELL HPQ MU NVDA SSNLF
Exposures Artificial Intelligence Economy Supply Chain
News headline image
India Outlines “Product-Led” Roadmap for Semiconductor Leadership at VLSI 2026
Via TokenRing AI
Topics Artificial Intelligence Economy Intellectual Property
Tickers AMD INTC LRCX NVDA QCOM TTM
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
Silicon Sovereignty: NVIDIA Blackwell Production Hits High Gear at TSMC Arizona
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL META MSFT NVDA TSM
Exposures Artificial Intelligence Economy Supply Chain
News headline image
US and Taiwan Announce Landmark $500 Billion Semiconductor Trade Deal
Via TokenRing AI
Topics Artificial Intelligence Economy World Trade
Tickers AAPL GOOGL INTC META MSFT MU
Exposures Artificial Intelligence Economy Supply Chain
News headline image
China’s CXMT Targets 2026 HBM3 Production with $4.2 Billion IPO
Via TokenRing AI
Topics Artificial Intelligence Economy Initial Public Offering
Tickers MU NVDA SSNLF
Exposures Artificial Intelligence Securities Market Supply Chain
News headline image
Samsung Profits Triple in Q4 2025 Amid AI-Driven Memory Price Surge
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers GOOGL META MSFT MU NVDA SSNLF
Exposures Artificial Intelligence Economy
News headline image
US Eases NVIDIA H200 Exports to China with 25% Revenue Tariff
Via TokenRing AI
Topics Artificial Intelligence Government World Trade
Tickers AMD ASML BABA INTC MSFT NVDA
Exposures Artificial Intelligence Political Tariff
News headline image
TSMC’s Arizona “Gigafab Cluster” Scales Up with $165 Billion Total Investment
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD INTC NVDA SSNLF TSM
Exposures Artificial Intelligence Economy Supply Chain
News headline image
SK Hynix Approves $13 Billion for World’s Largest HBM Packaging Plant
Via TokenRing AI
Topics Artificial Intelligence Bonds Economy
Tickers MU NVDA SSNLF TSM
Exposures Artificial Intelligence Debt Markets Supply Chain
News headline image
Semiconductor Revenue Projected to Cross $1 Trillion Milestone in 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMZN AVGO GOOGL META MRVL
Exposures Artificial Intelligence Supply Chain
News headline image
The Power Revolution: AI and Wide-Bandgap Semiconductors Pave the Way for the $10B SiC Era
Via TokenRing AI
Topics Artificial Intelligence Economy Electric Vehicles
Tickers IFNNY ON STM TSLA WOLF
Exposures Artificial Intelligence Electric Vehicles Supply Chain
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