Semiconductor News & Analysis Feed
11555 articles
2026-05-26
www.marketscreener.com
2026-05-26
marketscreener.com
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2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
www.msn.com
2026-05-26
MSN
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced...
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2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.aol.com
2026-05-26
AOL.com
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2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
Nvidia's May 2026 earnings report has once again shattered expectations, delivering record-breaking financial performance that underscores the company's dominant position in the artificial intelligence revolution. The AI chip giant reported staggering revenue of $81.615 billion, representing an extraordinary 85% year-over-year increase that far exceeded even the most optimistic analyst projections
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure.
Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities.
Credo is targeting the fast-growing AI connectivity opportunity.
10 stocks we like better than Astera Labs ›
Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
vir.com.vn
2026-05-26
Vietnam Investment Review - VIR
SEOUL, South Korea, May 26, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today the launch of the iHBM solution that embeds integrated cooling elements(ICEs)[1] within the high-bandwidth memory(HBM) package for next-generation HBM products.
[1] ICE(Integrated Cooling Elements): A cooling element made of electrically non-conductive, thermally conductive silicon-b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Astera Labs is capitalizing on the growing networking opportunities inside next-generation AI infrastructure.
Marvell is playing a crucial role in enabling hyperscalers to deploy custom chips and fast optical networking capabilities.
Credo is targeting the fast-growing AI connectivity opportunity.
10 stocks we like better than Astera Labs ›
Nvidia(NASDAQ: NVDA) has been one of the
2026-05-26
news.google.com
2026-05-26
Yahoo Finance
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2026-05-26
www.channelnewsasia.com
2026-05-26
CNA
Business
'Lazy' narrative to connect AI to job cuts, says Nvidia boss Jensen Huang
"If you don't engage the technology of your time, you'll just simply be left behind," Mr Huang told CNA's Victoria Jen in a wide-ranging interview.
Nvidia CEO Jensen Huang prior to a state dinner with President Donald Trump and Chinese President Xi Jinping at the Great Hall of the People on May 14, 2026, in Beiji
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players.
Image source: Getty Images.
As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity techn
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Grace Wang, vice president and general manager of ASML in Taiwan, said that ASML plans to deploy extreme ultraviolet (EUV) and next-generation high numerical aperture (high-NA) EUV technologies to reduce energy consumption per wafer at the process level,...
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2026-05-26
www.aol.com
2026-05-26
AOL.com
Why Did Nvidia Raise Its Dividend by 2,400%?
ADAM SPATACCO, THE MOTLEY FOOL
Tue, May 26, 2026 at 3:51 AM GMT+8
0
Key Points
Investors historically reaped gains from Nvidia primarily through share price appreciation.
The company's decision to raise its dividend could be a sign that it wants to welcome a new cohort of investors beyond those seeking artificial intelligence (AI)-driven growth.
Nvid
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineons, Billion
Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle
26.05.2026 - 05:01:42 | boerse-global.de
Infineon stock nearly doubles in 2026 on AI data center sales forecast of €1.5B, with restructuring and strong margins boosting investor confidence.
Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle - Foto: über boerse-g
2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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