Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

20 articles
Trending Companies
NVIDIA177 TSMC59 Micron Technology33 Goldman Sachs33 Intel32 Micron26 Norges Bank25 Applied Materials24 Morgan Stanley23 UBS23 OpenAI22 AMD21
Trending Technologies
EUV90 3nm80 AI60 AI infrastructure54 GPU52 AI chips50 DRAM31 data center26 advanced packaging23 semiconductor19 CDMA16 AI computing15
2026-08-21
Intel Razor Lake Will Use TSMC’s 2nm N2X Process, Leaving AMD in a Difficult Position - eTeknix
0.95
www.eteknix.com 2026-08-21
2026-08-21
Nvidia, AMD, and Intel: Wall Street Says to Buy 2 and Avoid 1. I Disagree. - The Motley Fool
0.92
www.fool.com 2026-08-21
2026-08-21
Nvidia, AMD, and Intel: Wall Street Says to Buy 2 and Avoid 1. I Disagree. - Currently.com
0.92
currently.att.yahoo.com 2026-08-21
2026-08-21
Broadcom vs. AMD vs. Nvidia: Three Different AI Chip Strategies, Three Very Different Valuations. Here's the Metric That Explains the Gap. - The Motley Fool
0.95
www.fool.com 2026-08-21
2026-08-21
Is AMD Catching Up With Nvidia? Here's the Best Stock to Buy Today. - Yahoo Finance
0.92
finance.yahoo.com 2026-08-21
2026-08-21
Is AMD Catching Up With Nvidia? Here's the Best Stock to Buy Today. - Currently.com
0.75
currently.att.yahoo.com 2026-08-21
2026-08-21
Is AMD Catching Up With Nvidia? Here's the Best Stock to Buy Today. - The Motley Fool
0.88
www.fool.com 2026-08-21
2026-08-20
SK Hynix's new HBM team lands in Nvidia and AMD's backyard — co-design is becoming the way to win HBM4 orders - digitimes
0.95
www.digitimes.com 2026-08-20
2026-08-20
Great News for Nvidia Stock, AMD Stock, Micron Stock, and Broadcom Stock Investors - The Globe and Mail
0.85
www.theglobeandmail.com 2026-08-20
2026-08-20
Great News for Nvidia Stock, AMD Stock, Micron Stock, and Broadcom Stock Investors - The Globe and Mail
0.92
www.theglobeandmail.com 2026-08-20
2026-08-20
Great News for Nvidia Stock, AMD Stock, Micron Stock, and Broadcom Stock Investors - The Globe and Mail
0.92
www.theglobeandmail.com 2026-08-20
2026-08-20
Great News for Nvidia Stock, AMD Stock, Micron Stock, and Broadcom Stock Investors - The Globe and Mail
0.92
www.theglobeandmail.com 2026-08-20
2026-08-20
Great News for Nvidia Stock, AMD Stock, Micron Stock, and Broadcom Stock Investors - The Motley Fool
0.9
www.fool.com 2026-08-20
2026-08-20
Intel’s Razor Lake Will Reportedly Tap TSMC’s 2nm N2X Process, Squeezing AMD Out of Already-Constrained Fab Capacity - Wccftech
0.95
wccftech.com 2026-08-20
2026-08-20
SK Hynix's new HBM team lands in Nvidia and AMD's backyard — co-design is becoming the way to win HBM4 orders
0.92
digitimes.com 2026-08-20
2026-08-20
Chip Stocks Selloff August 2026: Why Nvidia AMD Are Falling & What's Next - Intellectia AI
0.8
intellectia.ai 2026-08-20
2026-08-19
Intel and AMD Fall 4%, NVIDIA Unchanged as Chip Selloff Defies Bond Yield Relief - 24/7 Wall St.
0.9
247wallst.com 2026-08-19
2026-08-19
Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek
0.92
digitimes.com 2026-08-19
2026-08-19
AMD vs. Nvidia: 1 Metric Tells Me Which Is Clearly the Better Buy for 2026 - The Motley Fool
0.92
news.google.com 2026-08-19
2026-08-18
AMD claims its 2026 rack-scale AI solution is 4X more energy efficient than its 2024 AI platform
0.85
tomshardware.com 2026-08-18
AMD claims its 2026 rack-scale AI solution is four times more energy efficient than its 2024 platform, a key component of its 20x2030 initiative aiming to improve efficiency by 20 times by 2030. Rather than focusing solely on CPU or accelerator performance, AMD emphasizes system-level co-design, inc
AMDAI acceleratorEnergy efficiencyRack-scale AI2026 roadmapData centerComputing performanceProcess technology