Semiconductor News & Analysis Feed
434 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
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
news.google.com
2026-05-30
MarketBeat
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
eetimes.com
2026-05-30
Autonomous high-altitude platform stations are getting ready to bridge ground networks and LEO satellites.
2026-05-30
www.barrons.com
2026-05-30
Barron's
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2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Laptops
Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on Arm systems
News
By Jeffrey Kampman published 8 hours ago
An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.
(Image credit: Nvidia)
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2026-05-29
www.cleanroomtechnology.com
2026-05-29
Cleanroom Technology
A partnership has been established between ASML and Tata Electronics to create India’s first 30mm semiconductor fabrication facility.
Under the memorandum of understanding (MoU), ASML will deploy its lithography platforms and associated solutions to support operations at Tata Electronics’ upcoming Dholera facility.
ASML is a Netherlands-based global semiconductor equipment manufacturer special
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
__fail__
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (
INTC
0.72%
) and CoreWeave (
CRWV
+2.50%
), accounted for about 71.6% of its portfolio as of March 31. Gi
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
digitimes.com
2026-05-29
Oppstar Bhd has restructured the delivery framework of an artificial intelligence chip development project with a Yokohama-based client, replacing an earlier tripartite arrangement with separate design services agreements and formalizing a US$2.9 million contract for its engineering scope, according to The Edge Malaysia.
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
Nvidia CEO Jensen Huang gave a media interview after the "trillion-dollar dinner" in Taipei, Taiwan, on May 28, commenting on topics including competition in the artificial intelligence (AI) industry, cloud service providers (CSP) developing in-house application-specific integrated circuits (ASIC), Huawei's technological progress, Taiwan's role as a center of the AI revolution, and energy demand.