Semiconductor News & Analysis Feed
8289 articles
2026-05-31
www.aol.com
2026-05-31
AOL.com
Prediction: Here's How Much Micron Stock Will Be Worth in 2 Years
ADAM LEVY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:44 AM GMT+8
0
Key Points
Micron's earnings have soared as demand for memory chips far outstrips supply.
Micron and its competitors have big plans to build out more production capacity over the next two years.
The memory chip market is notoriously cyclical.
10 stocks we like bette
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Micron (
MU
+5.07%
) has been one of the biggest winners of the artificial intelligence (AI) megatrend. Demand for memory chips has soared as memory has proven to be one of the biggest bottlenecks controlling the pace of the AI infrastructure build-out. With demand for training and inference processing power rising, and with supplies from memory chipmakers limited, sellers such as Micron have enjo
2026-05-31
www.techtimes.com
2026-05-31
Tech Times
Two separate announcements on May 29 landed in the same corner of the semiconductor industry, and their combined implications for South Korea's chipmakers are more significant than either story suggests on its own. Nikon's new chief executive told Nikkei Asia that the Japanese optics maker is in advanced talks with major chipmakers in the United States and Asia to supply lower-priced deep-ultravio
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, Record
Infineon’s Record Rally Meets the Macro Gauntlet: AI Power Story Faces Its First Real Test
30.05.2026 - 18:23:21 | boerse-global.de
Infineon shares surge to €81.81, up 113% YTD, powered by AI data centers, EVs, and renewables. But with the stock nearly double its 200-day average, sustainability hinges on macro data and earnings.
Infineon’s Record Rally Meets the Macro Gauntlet
2026-05-31
the-decoder.com
2026-05-31
the-decoder.com
AI in practice
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Microsoft and Nvidia reportedly team up on AI PCs that run actual agents instead of Copilot
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
May 30, 2026
Nvidia is entering the PC market. According to Axios, the first Windows computers running Nvidia chips as their main processor will be unveiled next
2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
PC Components CPUs
AMD Ryzen 7 5800X and Nvidia RTX 5060 combo is only $439 — deal includes a free CPU cooler, totaling out to $150 in savings for a great budget setup
Deals
By Hassam Nasir published 4 hours ago
The perfect gateway for 1080p gaming.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: AMD, MSI / Future)
Share thi
2026-05-30
www.barchart.com
2026-05-30
Barchart.com
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2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-30
realinvestmentadvice.com
2026-05-30
Real Investment Advice
NEWSLETTER
PARABOLIC SEMICONDUCTOR RALLY: WHAT BREAKS THE TRADE?
By
LANCE ROBERTS
| May 30, 2026
🔎 AT A GLANCE
Parabolic Semiconductor Rally: What Breaks The Trade?
Market Brief & Technical Review
From Lance’s Desk: Dollar Dominance Remains Alive And Well (Part 1) – RIA
Market stats, screens, and risk indicators
🏛️ MARKET BRIEF – AI VALIDATION FUELS A NINTH WEEKLY ADVANCE
The headline tape ma
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
News
By Luke James published 13 minutes ago
New CEO says in-house parts give a cost edge.
(Image credit: ASML)
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2026-05-30
tomshardware.com
2026-05-30
Luke James
Nikon will try to claw back lithography customers by selling argon fluoride (ArF) tools for less than the market leader, ASML.
2026-05-30
me.pcmag.com
2026-05-30
PCMag Middle East
Qualcomm is much more of a household name in consumer computing in 2026, so it's no wonder Qualcomm CEO Cristiano Amon is helping kick off Computex 2026. With its Snapdragon X2 range of high-powered SoCs on the horizon, he'll have lots of eyeballs on him when he gives his keynote address on June 1.
Amon's keynote is scheduled for June 1 at 2 p.m. Taipei time (2 a.m. EDT on June 1 / 11 p.m. PDT on
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Shares of Nvidia (
NVDA
1.00%
) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in comparison to the 164% spike in the PHLX Semiconductor Sector index over the same period.
I think that the market hasn't rewarded Nvidia stock enough for the outstanding growth it has been delivering quarter after quarter. The company's latest quarterly report hasn
2026-05-30
uk.finance.yahoo.com
2026-05-30
Yahoo Finance UK
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