Semiconductor News & Analysis Feed

This week, the tech sector remained in the spotlight with major developments from Apple, NVIDIA, and Oracle. Apple unveiled its new foldable iPhone Duo and iPhone 18 Pro, sparking market speculation over pricing and design strategy. Despite rising memory costs, Apple increased prices for older model

NVIDIA CEO Jensen Huang expressed strong confidence in agentic AI during the company's latest earnings call, predicting that this technology will soon become mainstream in the workplace. Huang noted that while most AI today is still prompted by human users, a shift is underway where AI agents will i

This article analyzes whether Micron Technology has the potential to become the next NVIDIA. It highlights that NVIDIA dominates the AI infrastructure market through its full-stack computing ecosystem, which includes differentiated hardware and software, offering strong pricing power and user lock-i

In a September 8 episode of 'Mad Money,' financial commentator Jim Cramer likened NVIDIA Corporation (NVDA) to NFL star running back Jahmyr Gibbs of the Detroit Lions, highlighting its role as a core holding in investment portfolios. Cramer emphasized that NVIDIA has evolved from a typical semicondu

Apple's newly launched A20 Pro application processor has shattered the single-core record in the Geekbench 7 benchmark, achieving a score of 4,006 points, representing a 23.3% improvement over its predecessor, the A19 Pro. Built on TSMC's 2nm process technology, the chip features two high-performanc

According to Counterpoint's latest report, the global smartphone chip market experienced a significant downturn in Q2 2026, with both MediaTek and Qualcomm seeing over 30% year-over-year declines in shipments. While MediaTek retained its leading position with a 31% market share, its Dimensity 9000 s

Following the release of OpenAI's latest model, GPT-6 Astra, Wall Street is once again debating which chipmakers are leading the AI race. Jim Cramer, on CNBC's 'Morning Meeting,' identified NVIDIA and Broadcom as the two stocks most likely to benefit from this development. NVIDIA plays a key role in