They were all-stars of the dot-com era before fading into the background as the bubble burst and a new generation of tech darlings rose to the forefront. But Dell, Nokia and Lenovo are back with a vengeance thanks to the unrelenting artificial intelligence spending boom. A rush to build out AI infrastructure has led to soaring demand for everything from computer servers to storage components, networking gear and even legacy chips. That's resulted in a frenetic rally in stocks around the world with any sort of exposure to those areas. The latest surge has swept up iconic tech names from the 1990s, including many of the so-called "Four Horsemen" -- a group considered the equivalent of the Magnificent Seven cohort during that era. In addition to Dell, Nokia and Lenovo, high fliers from the dot-com days that have caught fire again this year include Micron Technology Inc., Intel Corp., Texas Instruments Inc. and Cisco Systems Inc.

Taiyo Yuden sees'scary' levels of AI parts demand risking supply chain Multilayer ceramic capacitors, which are tiny components that regulate and stabilize power flow in electronic devices, are becoming a growing bottleneck in the construction of artificial intelligence data centers. Taiyo Yuden is fielding "scary" levels of demand for its high-end artificial intelligence server components, stretching capacity and increasing the risk of supply chain hiccups. The Tokyo-based company, which makes multilayer ceramic capacitors, will likely need to accelerate spending to expand output capacity, Chief Executive Officer Katsuya Sase said in an interview. MLCCs, which are tiny components that regulate and stabilize power flow in electronic devices, are becoming a growing bottleneck in the construction of artificial intelligence data centers. Taiyo Yuden and Murata Manufacturing comprise the bulk of the world's supplies of high-end MLCCs. "The volumes we are seeing today -- it's scary," Sase said.

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The Chinese company is adapting to the demise of Moore's Law, which guides chip production. It could complicate US chip dominance. Tingbo He, president of Huawei's chip-design subsidiary HiSilicon, says her company's engineers have developed a novel way to optimize semiconductors--and she believes it will close the performance gap between Chinese and Western chips over the next few years. Huawei's method, in short, focuses on speeding up computations across chips, circuits, and entire computing systems, rather than squeezing ever-more components onto a single piece of silicon. "We found a new path," He said at the IEEE International Symposium on Circuits and Systems in Shanghai last weekend.

Samsung averted fears of a strike after the deal was made to pay special bonuses to employees at the world's largest memory chipmaker. Samsung averted fears of a strike after the deal was made to pay special bonuses to employees at the world's largest memory chipmaker. Employees at Samsung Electronics's memory chip division are to receive bonuses averaging about £310,000 each through a landmark profit-sharing agreement, as the AI boom drives up chipmakers' profits. Fears of a strike at Samsung were averted on Wednesday after two unions for the world's largest memory chipmaker said that 74% of the 62,616 workers who cast their votes had backed the deal. The agreement, mediated by South Korea's government, means Samsung will set aside 10.5% of operating profits at its semiconductor division to pay special bonuses to its chip workers.

Samsung Electronics is the world's biggest supplier of the memory chips that go into everything from smartphones and electric vehicles to servers at artificial intelligence data centers. Samsung Electronics union members have voted in favor of a compensation deal that will hand chip workers an average bonus of about $340,000, staving off a strike that threatened to disrupt global chip supply. The company's largest union said the deal was signed after about 74% of its members voted in favor of the agreement. Workers accepted a wage proposal that was tentatively agreed by labor leaders last week, just 90 minutes before a planned strike at the world's largest memory chipmaker. Samsung's shares rose as much as 8% in Seoul on Wednesday.

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South Korea's stock market soars as Samsung union calls off planned strike South Korea's stock market has rallied following a last-minute deal to avert a strike that had threatened to disrupt the global supply of memory chips. Samsung Electronics and its union on Wednesday night announced a tentative agreement to settle a months-long standoff over pay, avoiding a planned 18-day walkout by some 48,000 employees. South Korea's benchmark KOSPI on Thursday soared more than 8 percent, continuing a remarkable run that has seen the index rise more than 80 percent since the start of the year. Samsung Electronics, South Korea's biggest firm by market capitalisation, jumped more than 7.5 percent. SK Hynix, the main rival of Samsung Electronics in memory chips, surged more than 11 percent.

Tata-ASML deal: How significant is it for India's semiconductor push? India's Tata Electronics has signed a deal with the Dutch technology giant ASML (Advanced Semiconductor Materials Lithography) to build India's first front-end semiconductor fabrication plant as New Delhi pushes to develop a domestic semiconductor manufacturing base. Front-end manufacturing refers to the building of microscopic circuits onto a blank silicon wafer using specialised lithographic machines. ASML is a pioneer of lithographic technology used in the mass production of microchips across the world. Semiconductor chips power modern technology and are critical for everything from smartphones and cars to artificial intelligence systems and defence technology.

Samsung's unionized workers may strike for 18 days starting May 21st over bonus pay disputes, potentially costing the company $700 million daily in lost memory production. PCWorld reports this strike could worsen the existing chip shortage and drive RAM prices even higher than current levels, which are already 3-4 times more expensive than last year. The disruption threatens global electronics supply chains despite Samsung's $13.4 billion profit in 2025. As if the AI data center boom wasn't causing enough problems for PC hardware, a looming strike in Samsung's home territory of South Korea could grind the memory giant's already-strained production to a halt. According to the latest reporting from Reuters, a long-simmering dispute between Samsung and its unionized labor force has boiled over, with no compromise in sight even after days of government-mediated talks.