Semiconductor News & Analysis Feed
432 articles
2026-06-02
www.msn.com
2026-06-02
MSN
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.msn.com
2026-06-02
MSN
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-01
www.proactiveinvestors.com
2026-06-01
Proactive financial news
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2026-06-01
www.specchemonline.com
2026-06-01
Speciality Chemicals Magazine
Feature article - America’s semiconductor facilities are being built: The speciality chemical supply chains that feed them are not
1st June 2026
Submitted by:
Andrew Warmington
The CHIPS Act has created the largest demand signal for speciality chemicals in a generation. Whether your company captures it is an operational question, not a chemistry one, says Stephen Ottley, managing director and h
2026-06-01
www.manufacturingtodayindia.com
2026-06-01
Manufacturing Today India
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2026-06-01
www.theregister.com
2026-06-01
The Register
Systems
Nvidia's Grace Blackwell superchips are officially coming to the PC with RTX Spark notebooks
Forget Wintel, we're living in a Winvidia world now
Tobias Mann
Systems editor
0
Published Mon 01 Jun 2026 // 11:45 UTC
COMPUTEX 2026: It only took a year and a half but the same silicon at the heart of Nvidia's DGX Spark AI workstations will soon be powering Windows PCs.
During his GTC Taiwa
2026-06-01
www.marketwatch.com
2026-06-01
MarketWatch
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2026-06-01
www.semiconductors.org
2026-06-01
Semiconductor Industry Association | SIA
SIA-Deloitte study estimates annual revenue from chips deployed in AI data centers could reach over $1.2 trillion by 2028, a nearly tenfold increase over four years
WASHINGTON, June 1, 2026 – The Semiconductor Industry Association (SIA), in partnership with Deloitte, today released a report finding the full range of semiconductor technologies are integral to artificial intelligence (AI), accounti
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
www.proactiveinvestors.com
2026-06-01
Proactive financial news
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2026-06-01
www.notebookcheck.net
2026-06-01
Notebookcheck
Nvidia’s long-awaited Windows on ARM chip is finally here. It is made on an unspecified 3 nm node from TSMC. Formerly known as the N1X, which was likely its internal codename, the chip will launch as the RTX Spark. It won’t be the only one, with Nvidia stating other, lower-specced SKUs expected to surface later. Of course, this isn’t exactly new information. Multiple reports talked about the N1X a
2026-06-01
www.ft.com
2026-06-01
Financial Times
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2026-06-01
news.financial
2026-06-01
news.financial
June 1st, 2026 | 06:50 CEST
CHIP SECTOR HIGH-FLYERS IN THE NEW TECH GOLD RUSH – WHERE TO INVEST NOW? AMD, INFINEON, SPACEX, OR DRC GOLD
MINING
GOLD
COMMODITIES
AEROSPACE
CHIPS
SEMICONDUCTOR
AFRICA
Photo credits: Pixabay
The stock market takes no prisoners. Anyone currently invested in the semiconductor sector is on cloud nine and can hardly imagine the trend reversing. The Philadelphia Se