Semiconductor News & Analysis Feed
7867 articles
2026-05-26
www.marklines.com
2026-05-26
marklines.com
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2026-05-26
carnewschina.com
2026-05-26
CarNewsChina.com
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2026-05-26
www.msn.com
2026-05-26
MSN
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2026-05-26
cryptorank.io
2026-05-26
CryptoRank
SK Hynix stock jumped nearly 7% as Nvidia’s blowout quarter (fiscal Q1 revenue $81.6bn, data-centre revenue $75.2bn) and surging AI demand drove South Korea’s KOSPI above 8,000. SK Hynix reported Q1 revenue of 52.58 trillion won and operating profit of 37.61 trillion won (72% margin), analysts raised targets (UBS 1.7m won, Mirae 3.2m won) and TrendForce forecasts DRAM and NAND contract prices to r
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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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
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.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.trendforce.com
2026-05-26
TrendForce
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2026-05-26
news.futunn.com
2026-05-26
富途牛牛
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share.
Due to copyright issues, news from Dow Jones is temporarily unavai
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.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.cnbc.com
2026-05-26
CNBC
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2026-05-26
news.google.com
2026-05-26
simplywall.st
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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.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the best-performing stocks ever, thanks to the growth of artificial intelligence, but for much of its run, people have called it overvalued. Cathie Wood wrote that it was "priced ahead of the curve" in May 2023. In early 2024, Morningstar analysts called it overvalued.
This is Exhibit A for why investors shouldn't see "overvalued" as a bad word. Over the last