Semiconductor News & Analysis Feed
827 articles
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-30
tomshardware.com
2026-05-30
Hassam Nasir
A true flagship in every way.
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
News
By Luke James published 13 minutes ago
New CEO says in-house parts give a cost edge.
(Image credit: ASML)
Share this article
0
Join the conversation
Follow us
Add us as a preferred source on Google
Newsletter
Subscrib
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
In a report released today, Matthew Prisco from Cantor Fitzgerald reiterated a Hold rating on Texas Instruments, with a price target of $300.00.
Prisco covers the Technology sector, focusing on stocks such as Onto Innovation, Texas Instruments, and NXP Semiconductors. According to TipRanks, Prisco has an average return of 47.4% and an 82.22% success rate on recommended stocks.
In addition to Can
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
In a report released today, Matthew Prisco from Cantor Fitzgerald reiterated a Hold rating on Texas Instruments, with a price target of $300.00.
Prisco covers the Technology sector, focusing on stocks such as Onto Innovation, Texas Instruments, and NXP Semiconductors. According to TipRanks, Prisco has an average return of 47.4% and an 82.22% success rate on recommended stocks.
In addition to Can
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
Share this article
1
Join the conversatio
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
These inflatable boats use basalt fiber to reduce radar returns and RF interference.
2026-05-30
www.trefis.com
2026-05-30
Trefis
__fail__
2026-05-30
digitimes.com
2026-05-30
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-29
ca.finance.yahoo.com
2026-05-29
Yahoo! Finance Canada
__fail__
2026-05-29
www.bizjournals.com
2026-05-29
The Business Journals
www.bizjournals.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a03684878ce71972
Performance and Security by Cloudflare
Privacy
2026-05-29
www.investing.com
2026-05-29
Investing.com
__fail__
2026-05-29
ca.finance.yahoo.com
2026-05-29
Yahoo! Finance Canada
__fail__
2026-05-29
www.investing.com
2026-05-29
Investing.com
__fail__
2026-05-29
ca.investing.com
2026-05-29
Investing.com Canada
__fail__