Semiconductor News & Analysis Feed
2698 articles
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
0.52%
) is coming off yet another strong quarter, with incredible growth on both the top and bottom lines. Demand for its artificial intelligence (AI) chips remains high, leading to an acceleration of its growth rate. It generated 85% revenue growth in the first quarter of Fiscal 2027 (which ended on April 26), which was better than the 73% growth it posted a quarter earlier.
But de
2026-05-26
fortune.com
2026-05-26
Fortune
With a market cap topping $5 trillion, Nvidia has become the shining star of the artificial intelligence boom—minting enormous wealth for investors and many of its employees. But for the chipmaker’s over 42,000 workers, success comes with high expectations.
According to CEO Jensen Huang, part of Nvidia’s edge stems from a management style he’s described as torturous—one he said he learned, in par
2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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智通财经APP获悉，周二，半导体股普涨，美国超微公司(AMD.US)涨6%，意法半导体(STM.US)、德州仪器(TXN.US)涨逾5%，应用材料(AMAT.US)涨近5%，泛林集团(LRCX.US)涨逾4%，英特尔(INTC.
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Market Scale: Social media commentary has focused on NVIDIA surpassing the total market capitalization of every listed company in Taiwan and India combined. Observers note this reflects the company's dominant position in artificial intelligence infrastructure. The scale continues to draw attention amid broader sector comparisons.
Earnings Outlook: Discussions ahead of the upcoming report highligh
2026-05-26
www.phoronix.com
2026-05-26
Phoronix
NVIDIA Vera CPU Benchmarks: Olympus Cores Delivering The Best Performance Ever Seen On ARM
Written by Michael Larabel in Processors on 26 May 2026 at 10:00 AM EDT. Page 1 of 11. Add A Comment.
NVIDIA's Vera data center CPU isn't ramping up until later this year but I recently had the opportunity to try out this new ARM-based CPU designed for agentic AI workloads. NVIDIA's Vera CPU with its in-hou
2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
www.tomshardware.com
2026-05-26
Tom's Hardware
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
evertiq.com
2026-05-26
Evertiq
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2026-05-26
www.marklines.com
2026-05-26
marklines.com
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2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
Nvidia's May 2026 earnings report has once again shattered expectations, delivering record-breaking financial performance that underscores the company's dominant position in the artificial intelligence revolution. The AI chip giant reported staggering revenue of $81.615 billion, representing an extraordinary 85% year-over-year increase that far exceeded even the most optimistic analyst projections
2026-05-26
vir.com.vn
2026-05-26
Vietnam Investment Review - VIR
SEOUL, South Korea, May 26, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today the launch of the iHBM solution that embeds integrated cooling elements(ICEs)[1] within the high-bandwidth memory(HBM) package for next-generation HBM products.
[1] ICE(Integrated Cooling Elements): A cooling element made of electrically non-conductive, thermally conductive silicon-b
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineons, Billion
Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle
26.05.2026 - 05:01:42 | boerse-global.de
Infineon stock nearly doubles in 2026 on AI data center sales forecast of €1.5B, with restructuring and strong margins boosting investor confidence.
Infineon's €1.5 Billion AI Revenue Bet Fuels a 100% Rally and a Corporate Reshuffle - Foto: über boerse-g
2026-05-26
digitimes.com
2026-05-26
Powerchip announced it will present a "3D AI Foundry" showcase at COMPUTEX 2026 to demonstrate 3D wafer-on-wafer (WoW) DRAM stacking, interposers, and Si-cap integrated passive devices as part of an end-to-end offering for AI chips, addressing rising demand for GenAI and high-performance computing for memory capacity, bandwidth, and energy efficiency. The firm said it is leveraging its combined lo
2026-05-26
digitimes.com
2026-05-26
ADATA Technology said it will present a cloud-to-edge artificial intelligence ecosystem at COMPUTEX 2026, bringing together its enterprise storage brand TRUSTA, ADATA Industrial, gaming brand XPG, and AIoT unit ATrack to showcase hardware and software integrations across data centers, PCs, and edge devices. The company announced partnerships and cross-domain integrations with Nvidia, Intel, Advant
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.