Semiconductor News & Analysis Feed

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2026-08-30
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2026-08-19
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2026-08-19
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Cathie Wood's ARK Invest is betting against the current AI memory boom, arguing that companies like Cerebras and Groq can reduce or eliminate the need for high-bandwidth memory (HBM) in AI inference workloads. Wood sees the soaring HBM prices as a signal of inefficiency and an incentive for engineer
2026-08-19
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2026-08-18
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2026-08-14
www.fool.com 2026-08-14
Nvidia is set to report its second-quarter earnings on August 26, with strong market sentiment surrounding its performance. As the leading manufacturer of processors powering artificial intelligence workloads, Nvidia remains the world's largest company by market cap. Cathie Wood, CEO of Ark Invest,
2026-08-13
www.thestreet.com 2026-08-13
2026-08-11
www.barrons.com 2026-08-11