Home › Chips & Hardware › ReportChips & Hardware · ReportBofA: Nvidia's Next Earnings Report Could Kick Off a "Multi-Quarter Upgrade Cycle"Trade pressSlicast · August 19, 2026 at 21:05 UTC · Global · Source: Yahoo Finance / BofAimportance 82Read the originalShareCompanies in this storyNvidiaCapex history →Related reportsChips & HardwareSamsung raised prices on new orders across its 4nm, 5nm, and 8nm foundry processes by up to 15% in July, with Chinese customers absorbing the largest increases amid surging AI demand filling production lines.2026-08-20Chips & HardwareSurging NAND demand drove record quarterly revenues for the big five memory manufacturers in Q2, reflecting accelerated inventory restocking for AI storage tiers.2026-08-20Chips & HardwareChina is permitting small batches of Nvidia H200 chips to enter the mainland market to help domestic AI firms maintain pace with U.S. competitors.2026-08-20Chips & HardwareMarvell Technology granted Google an option to acquire a $12.2 billion equity stake as part of an expanded custom AI silicon partnership.2026-08-20Chips & HardwareSamsung advanced semiconductor roadmap spans facilities across Pyeongtaek, Hwaseong, Giheung, and a new U.S. campus in Taylor, with yield challenges complicating a $16.5 billion deal tied to Tesla.2026-08-20