Semiconductor News & Analysis Feed
8161 articles
2026-06-07
www.foreignpolicyjournal.com
2026-06-07
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has become the defining stock of the artificial intelligence era, with its graphics processors powering everything from large language models to cloud-scale data centers worldwide.
The chip giant’s most recent quarterly results underscored just how dominant its position has become, with record revenue of $81.6 billion, up 85% from a year earlier.
Border funding clears Senat
2026-06-07
www.moomoo.com
2026-06-07
Moomoo
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2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
digitimes.com
2026-06-07
Samsung Electronics is pursuing a two-track foundry strategy, accelerating its 2nm push for future customers while asking partners to step up sales of its 5nm and 8nm processes to support near-term utilization, according to ZDNet Korea.
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.
2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
www.theglobeandmail.com
2026-06-07
The Globe and Mail
Key Points
Demand for Nvidia's GPUs appears insatiable.
Nvidia's valuation is in line with those of its peers.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) is the only company ever to reach a $5 trillion market cap. While there are a few milestones between its current price and a $10 trillion valuation, that one may be the next major milestone investors will be looking toward. B
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.fool.com
2026-06-07
The Motley Fool
Nvidia (
NVDA
5.93%
) is the only company ever to reach a $5 trillion market cap. While there are a few milestones between its current price and a $10 trillion valuation, that one may be the next major milestone investors will be looking toward. But just how quickly could Nvidia essentially double in size again (if it can do that at all)?
Image source: The Motley Fool.
Nvidia's GPUs continue to
2026-06-07
simplywall.st
2026-06-07
simplywall.st
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
mottcapitalmanagement.com
2026-06-07
Mott Capital Management
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2026-06-07
www.aol.com
2026-06-07
AOL.com
Nvidia Just Slipped Below $5 Trillion. These Are the Few Companies With a Realistic Shot at Catching It.
DANIEL SPARKS, THE MOTLEY FOOL
Sun, June 7, 2026 at 1:43 AM GMT+8
0
Key Points
Nvidia's revenue rose 85% year over year in its latest quarter.
Alphabet, Apple, and Microsoft are within striking distance.
Even the closest contender would need a lot to go right to overtake Nvidia, but I think
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Triple
Infineon's Triple Threat: Analyst Caution, Broadcom Jitters, and Macro Headwinds Trigger 13% Rout
06.06.2026 - 19:45:19 | boerse-global.de
Infineon shares plunge 12.81% from yearly high after skeptical analyst note, Broadcom's weak forecast, and strong US payrolls trigger profit-taking. Growth story intact with AI and auto demand.
Infineons - Infineon's Triple Threat: Analyst C
2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.fool.com
2026-06-07
The Motley Fool
AI chip company Nvidia (
NVDA
5.93%
) became the first company ever worth $5 trillion in late 2025. As of this writing, it sits just below this after a recent pullback. But it's still the most valuable company in the world by a comfortable margin.
What's striking is how few companies are even in the conversation to pass it. But I personally think this is a conversation worth having, because I don
2026-06-07
tomshardware.com
2026-06-07
Luke James
Security researcher Rasmus Moorats has demonstrated that Creative's Sound Blaster Katana V2X gaming soundbar can be hijacked over Bluetooth from up to 16 yards away.
2026-06-06
tomshardware.com
2026-06-06
Jowi Morales
The trucker worked with Conspit to install a new seat, pedals, and other parts and accessories to level up their already insane semi-truck sim rig.