Semiconductor News & Analysis Feed
15 articles
2026-09-18
news.google.com
2026-09-18
At the Goldman Sachs Communacopia + Technology Conference on September 10, 2026, NVIDIA CEO Jensen Huang reiterated the company's growth outlook, calling NVIDIA the 'world's first and only growth value stock.' He forecast a 70% revenue growth for the next fiscal year and projected global AI infrastr
2026-09-18
news.google.com
2026-09-18
Google and NVIDIA, along with startup Emerald AI, have launched the AI Energy Management Alliance (AEMA) to address the escalating energy demands of artificial intelligence. The alliance aims to foster a symbiotic relationship between data centers and the electrical grid, enabling facilities to dyna
2026-09-18
news.google.com
2026-09-18
NVIDIA, as a global leader in AI computing, has demonstrated strong growth momentum over recent years, with its stock price rising more than 170% in 2023 and 2024. Despite trading at just 23x forward earnings, the company's revenue grew by 106% year-over-year, reflecting strong market confidence in
2026-09-18
tomshardware.com
2026-09-18
Control: Resonant, the sequel from Remedy Entertainment, not only continues the supernatural narrative and atmospheric depth of its predecessor but also delivers a notable leap in visual fidelity. This article presents an in-depth performance analysis of the game across various hardware configuratio
2026-09-18
news.google.com
2026-09-18
AMD's expansion of ROCm support to RISC-V servers represents a significant strategic move in the AI computing landscape. ROCm, AMD's open-source heterogeneous computing platform designed for GPU-accelerated computing, is being extended to RISC-V architecture servers to address growing AI workload de
2026-09-18
news.google.com
2026-09-18
According to a market analysis report from indexbox.io, the global semiconductor etch gas mixtures market is projected to experience significant growth by 2035. This expansion is primarily driven by the continuous advancement of advanced node fabrication and the widespread adoption of 3D NAND flash
2026-09-18
news.google.com
2026-09-18
This article analyzes the likelihood of NVIDIA executing a stock split in 2026. While not impossible, the author believes it is highly unlikely. NVIDIA last split its stock in 2024, when its share price stood at around $1,200; after the 10-for-1 split, the price dropped to approximately $120. Curren
2026-09-18
news.google.com
2026-09-18
According to analyst Keithen Drury of The Motley Fool, investing $2,500 each in Micron and SanDisk in 2026 could yield a total value of $15,000 by 2028, representing a tripling of the initial investment. This projection is driven by the strong demand for memory chips, especially in the AI computing
2026-09-18
news.google.com
2026-09-18
On September 17, 2026, technology and semiconductor stocks surged amid a retreat in U.S. Treasury yields below 5% and declining oil prices, signaling a recovery in growth-oriented equities following the Federal Reserve's unanimous 25 basis point interest rate hike. Companies such as Micron, Qualcomm
2026-09-18
news.google.com
2026-09-18
German semiconductor company Elmos Semiconductor SE has extended its supply agreement for the wafer fabrication facility in Dortmund, securing significantly increased wafer capacity through at least 2028. This move is aimed at addressing the current global semiconductor capacity shortage and enhanci
2026-09-18
news.google.com
2026-09-18
On September 17, 2026, Intel (INTC) stock surged by 8% amid rumors of a potential partnership with SK Hynix (SKHY), despite the South Korean firm issuing a statement that no deal had been finalized. The speculation fueled a broader rally in the semiconductor sector, with companies like AMD and Qualc
2026-09-18
news.google.com
2026-09-18
Qualcomm (QCOM) has outperformed overall market gains, with its stock rising 2.22% to $188.94, while the S&P 500 advanced only 1.14%. Over the past month, QCOM shares surged 14.16%, significantly outpacing the tech sector's 1.69% decline and the S&P 500's 2.85% drop. Despite this strong performance,
2026-09-17
news.google.com
2026-09-17
Synopsys has exceeded market expectations for four consecutive quarters, highlighting its strong performance in the semiconductor design tools sector. The company completed a $35 billion acquisition of Ansys in January 2026, aiming to integrate chip design and system simulation capabilities into a c
2026-09-17
news.google.com
2026-09-17
onsemi unveiled its Embedded Power Platform (EPP) on September 16, 2026, marking a significant breakthrough in power system design for the AI era. By using the silicon wafer itself as the package foundation, EPP integrates multiple dies into a single device, achieving up to 3–5x higher power density
2026-09-17
news.google.com
2026-09-17
ON Semiconductor's recent analyst day presentation outlined an ambitious roadmap, including projected revenue nearly doubling to $11 billion by 2030, gross margins reaching 53%, and the establishment of a $2.5 billion AI data center business. Despite this bullish outlook, the stock fell 9.02% as inv