Semiconductor News & Analysis Feed
11558 articles
2026-05-26
www.thestreet.com
2026-05-26
thestreet.com
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding
2026-05-26
www.ibtimes.com
2026-05-26
International Business Times
By
Merin Rebecca Thomas
Published 05/25/26 AT 3:55 PM EDT
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The company framed the development as part of a broader effort to strengthen China's domestic semiconductor supply chain amid ongoing technology controls imposed by Washington. HUAWEI
Huawei has said it has developed a new chip design approach it cla
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineon’s, Trifecta
Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition
25.05.2026 - 21:51:36 | boerse-global.de
Infineon stock hits 52-week high after ITC bans Chinese rival for GaN patent infringement; AI data center revenue projected to reach €2.5B, alongside €91M EU power semiconductor project.
Infineon’s Trifecta: A GaN Patent Vic
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
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.
Nvidia's dividend is now at a level that should appeal to value funds, endowments, and pension funds.
10 stocks we l
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
During its fiscal first-quarter 2027 earnings release, Nvidia (
NVDA
1.86%
) announced that it would be increasing its quarterly dividend from $0.01 to $0.25 per share. All shareholders on record as of June 4 will be eligible for the increase.
I see this move as a deliberate evolution in Nvidia's capital-allocation playbook. For the last few years, the company has been the archetype of hypergrowt
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is still the cream of the crop of artificial intelligence (AI) stocks. It continues to post nearly unbelievable results, yet lately the market has been unwilling to show it the love that it's showing to some of its competitors. I think that makes Nvidia a perfect AI stock to invest in right now, as it's actually being underhyped compared to its performance -- particularly in
2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
simplywall.st
2026-05-26
simplywall.st
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2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
AI Manufacturing Edge: Social media discussions emphasize Taiwan Semiconductor Manufacturing Company’s pivotal position in the global AI ecosystem, where it supplies the advanced chips powering major technology leaders. Participants note accelerating revenue growth exceeding 40 percent year-over-year alongside robust profit expansion. Analysts cited in these conversations maintain buy ratings with
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
ASMLs, Taiwan
ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing
25.05.2026 - 19:11:47 | boerse-global.de
ASML accelerates Taiwan hiring to 1,000 as AI chip demand drives record revenue, stock up 44% YTD, and High-NA EUV lithography moves to volume production.
ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing - Foto: über
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Qualcomm IncorporatedQCOM has expanded its long-term partnership with Stellantis N.V.STLA to support next-generation connected and artificial Intelligence (AI)-powered vehicles across its global portfolio. The deal strengthens Qualcomm’s position in the growing automotive chip market and supports software-defined vehicle technologies.
Under the agreement, Stellantis will use Qualcomm’s Snapdragon
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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