Supply Chain catalysts
Supply Chain catalysts and events, newest first.
DateCardAvg 5d
- 2026-08-13Hyperscaler AI Capex Forecasts Revised to $733B for 2026GOOGL NVDA-2.70%
- 2026-08-11SK Hynix and Samsung Warn on Memory Pricing; Peak AI Demand QuestionedMU SMH+3.88%
- 2026-08-11Samsung and SK Hynix Warn on Memory Pricing; Peak Cycle Concerns RiseMU+8.32%
- 2026-08-10SK Hynix and Samsung Warn of Weaker Memory Pricing; Micron at RiskMU+17.51%
- 2026-08-10SK Hynix and Samsung Warn of Peak Memory Pricing ShortfallSNDK+44.34%
- 2026-08-10TSMC CEO Projects Strong AI Chip Demand Through 2030NVDA TSM+3.21%
- 2026-08-10SK Hynix and Samsung Signal Peak Memory Pricing ShortfallMU+17.51%
- 2026-08-10Samsung and SK Hynix Warn of Weaker Memory PricingMU+17.51%
- 2026-08-10TSMC Reaffirms AI Demand Through 2030; Arizona Build-out ContinuesAVGO TSM-2.05%
- 2026-08-07AZIO AI to Purchase 128 NVIDIA HGX B300 Systems for $77MAZIO
- 2026-08-07AZIO AI Holdings to Purchase $77M in NVIDIA HGX B300 SystemsNVDA+0.54%
- 2026-08-03Nvidia Demand Outpacing Supply 12-to-1 According to Analyst Dan IvesNVDA+5.28%
- 2026-08-03Nvidia Demand-to-Supply Ratio Hits 12-to-1; Q2 Earnings Set for Aug 26NVDA+5.28%
- 2026-08-03Nvidia Demand Outpacing Supply 12-to-1; CEO Huang Rejects CyclicalityNVDA+5.28%
- 2026-08-03Nvidia Demand-to-Supply Ratio Hits 12-to-1 Ahead of Aug 26 EarningsNVDA SPY+3.65%
- 2026-07-31Lam Research Positioned for 340% Memory Capex Growth by 2027LRCX
- 2026-07-30Micron Rally Sustained by Persistent HBM Memory ShortagesMU+0.78%
- 2026-07-30Vertiv and Industrial Peers Rally on 1,000x AI Power RequirementGEV VRT+1.87%
- 2026-07-29Caterpillar Backlog Hits $63B on AI Data Center Power DemandCAT
- 2026-07-29Nvidia and SK Hynix Form Strategic HBM Supply PartnershipNVDA+15.37%
- 2026-07-29Tesla Highlights Micron Memory Allocation Amid Global ShortageMU+20.86%
- 2026-07-27Nvidia CEO Confirms Vera Rubin AI Chips in ProductionNVDA+5.15%
- 2026-07-27Nvidia CEO Confirms Vera Rubin Chips in Production, Denies DelaysAMD NVDA+1.53%
- 2026-07-27Nvidia CEO Confirms Vera Rubin AI Chips in Production, Denies DelaysNVDA+5.15%
- 2026-07-25NVIDIA and partners to expand Korea's AI factory infrastructure from 55MW to 200MW by 2028BN NVDA-2.94%
- 2026-07-24Micron Gains 3.7% as Alphabet's $200B Capex Signals Memory DemandMU-10.63%
- 2026-07-23TSMC Pledges $100B U.S. Expansion to Meet AI Demand from Nvidia, BroadcomNVDA TSM-4.76%
- 2026-07-21Carbios Validates Industrial Biorecycling with 100-Batch MilestoneLRLCY
- 2026-07-21IndiGo Signs Record MoU with CFM for 1,000+ LEAP-1A EnginesGE SAFRY
- 2026-07-20Caterpillar Backlog Hits $63B on Data Center Power DemandCAT ETN
- 2026-07-20TSMC Raises 2026 Capex to $64B on Sustained AI DemandNVDA TSM-2.07%
- 2026-07-20Amazon's Trainium Chip Business Hits $20B Annual Revenue PaceAMZN-7.44%
- 2026-07-20Amazon's Trainium Chip Business Hits $20B Annual Revenue PaceAMZN-7.44%
- 2026-07-20Amazon's Trainium Chip Business Hits $20B Annual Run RateAMZN AVGO-3.05%
- 2026-07-17Sandisk Secures Long-Term NAND Supply Agreement with MetaSNDK+6.03%
- 2026-07-17Aduro Completes Phase 1 of Mexico Plastic Waste Mapping with ECOCEADUR
- 2026-07-17Sandisk Surges 3,700% from Lows on $42B AI Memory Supply ContractsSNDK WDC+7.47%
- 2026-07-16China, Russia, Qatar Restrict Helium Exports; AI Chip Supply Chain at RiskNVDA TSM+1.05%
- 2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip ProductionNVDA+0.66%
- 2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip SupplyLIN TSM+1.43%
- 2026-07-16China, Russia, Qatar Restrict Helium ExportsLIN TSM+1.43%
- 2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip ProductionLIN NVDA+0.66%
- 2026-07-16Micron Commits $250B to HBM Expansion Amid Decade-Long Shortage ForecastMU+16.06%
- 2026-07-16China, Russia, and Qatar Restrict Helium Exports, Threatening AI Chip FabNVDA TSM+1.05%
- 2026-07-15Cloudera and VAST Data Partner to Address GPU Scarcity via AI FactoryNVDA-0.21%
- 2026-07-13Nvidia Kyber NVL144 Rack Delayed to 2028; AMD and Google Gain WindowAMD NVDA-2.94%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026MU TSM-6.10%
- 2026-07-13Nvidia Kyber NVL144 Rack Delayed to 2028; AMD and Google OpportunityAMD NVDA-2.94%
- 2026-07-13AI Data Center Capex to Hit $750B in 2026, Outpacing Wall St ForecastsMU TSM-6.10%
- 2026-07-13AI Data Center Capex Projected to Hit $750B in 2026, Outpacing GS EstimatesMU TSM-6.10%
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