Semiconductor News & Analysis Feed
7873 articles
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
2026-05-26
sg.finance.yahoo.com
2026-05-26
Yahoo Finance Singapore
__fail__
2026-05-26
koreajoongangdaily.joins.com
2026-05-26
Korea JoongAng Daily
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2026-05-26
www.techtimes.com
2026-05-26
Tech Times
By Allen Lee
Published: May 25 2026, 16:47 PM EDT
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Samsung and SK Hynix GETTY IMAGES
Samsung Electronics and its labor union reached a tentative wage agreement on May 20, 2026, averting an 18-day strike by approximately 48,000 workers at the world's largest memory chipmaker — but the deal has t
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.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
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Shares of Micron Technology (
MU
1.23%
) have been surging in the past year, and the company, which sells memory and storage products, has a valuation that may still not look all that expensive given ongoing product shortages. Memory is in high demand, and that has enabled the business to generate robust results, with not only sales volumes rising significantly but Micron being able to raise price
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.newelectronics.co.uk
2026-05-26
New Electronics
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Neil Tyler
26 May 2026
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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
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