Semiconductor News & Analysis Feed

8 articles
2026-07-22
finance.yahoo.com 2026-07-22 Yahoo Finance
Taiwan Semiconductor Manufacturing Just Gave 100 Billion Reasons Why the AI Build-Out Will Last for Several More Years Keithen Drury, The Motley Fool Wed, July 22, 2026 at 1:10 AM PDT 3 min read TSM +5.55% NVDA +1.97% Explore stocks on Coinbase Trading disclosure Concerns in the market are swirling about the long-term health of the artificial intelligence (AI) computing build-out. Investors are w
2026-07-22
www.fool.com 2026-07-22 The Motley Fool
Concerns in the market are swirling about the long-term health of the artificial intelligence (AI) computing build-out. Investors are worried that an overbuild is occurring and that far too much money is being sunk into these technologies without any real payoff. While that may be true, the AI hyperscalers aren't paying much attention. They're full speed ahead and spending major sums up front to g
2026-06-29
uk.finance.yahoo.com 2026-06-29 Yahoo Finance UK
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out Yahoo Finance Video 29 June 2026 005930.KS -6.92% MU +0.94% NVDA +0.37% AMD +6.61% AAPL +1.31% Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out. Yahoo Finance Technology Editor Dan Howley outlines the details. Related videos Terms and Privacy
2026-06-29
finance.yahoo.com 2026-06-29 Yahoo Finance
Why Samsung & SK Hynix are investing so much in South Korea's AI build-out Yahoo Finance Video June 29, 2026 005930.KS -6.92% MU +0.94% NVDA +0.37% AMD +6.61% AAPL +1.31% Explore stocks on Coinbase Trading disclosure Samsung (005930.KS) and SK Hynix (000660.KS) are investing $880 billion in South Korea's artificial intelligence (AI) build-out. Yahoo Finance Technology Editor Dan Howley outlines
2026-06-15
semiengineering.com 2026-06-15 Ed Sperling
Chip and system designers scramble to leverage existing and future standards as edge AI...
2026-05-12
finance.yahoo.com 2026-05-12 Yahoo Finance
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2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Few companies have benefited more from theartificial intelligence (AI)boom thanTaiwan Semiconductor Manufacturing(TSM2.10%). The Taiwan-based foundry fabricates the vast majority of the world's most advanced chips, including the graphics processing units (GPUs) and custom accelerators that hyperscalers likeMicrosoftandAlphabetuse to train and run AI models. Up nearly 150% over the past year and tr
2026-05-07
www.fool.com 2026-05-07 The Motley Fool
When looking at the recent earnings increases from some of the most prominent growth stocks, the effect of artificial intelligence (AI) is nothing short of spectacular. Although such numbers do not reflect the entire company,Microsoftreported 40% Azure cloud growth yearly, and 63% for Google's parent company,Alphabet.For now, most of that growth depends on AI and, by extension, the AI accelerators