Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

2701 articles
Trending Companies
NVIDIA34 TSMC17 Samsung11 Intel10 Micron8 SK Hynix8 Microsoft8 AMD7 Google7 SK hynix6 ASML6 Sony5 Apple5 Intel Foundry4 Meta4
Trending Technologies
EUV47 3nm35 DRAM11 AI8 HBM7 GPU6 2nm6 AI chips6 CPU4 NAND4 DDR54 RISC-V4 3D printing4 quantum computing4 NPU3
2026-05-15
Sony, TSMC sign agreement for next-generation image sensors - Evertiq
0.9
evertiq.com 2026-05-15 Evertiq
__fail__
2026-05-15
Applied Materials Stock Posts Record Revenue and 50% Gross Margin in Q2 FY2026 - TIKR.com
0.92
www.tikr.com 2026-05-15 TIKR.com
__empty__
2026-05-15
JP Morgan sees semiconductor sector in 'sweet spot' as inventory levels signal upcycle - Yahoo Finance UK
0.9
uk.finance.yahoo.com 2026-05-15 Yahoo Finance UK
__fail__
2026-05-15
SK Hynix Reports Strong Q1 Revenue Driven by NVIDIA (NVDA) - GuruFocus
0.95
www.gurufocus.com 2026-05-15 GuruFocus
__empty__
2026-05-15
LMT Group and Infineon start mentorship programme for companies developing smart IoT devices - Telecompaper
0.85
www.telecompaper.com 2026-05-15 Telecompaper
__fail__
2026-05-15
Donald Trump buys NVIDIA! On track for the first-ever $6 trillion market cap, what are the other stocks being traded? Will 'AI Round Two' continue? - Moomoo
0.88
www.moomoo.com 2026-05-15 Moomoo
__fail__
2026-05-15
Better Super Semiconductor Stock: Advanced Micro Devices (AMD) or Broadcom? - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
The semiconductor industry is the beating heart of the artificial intelligence (AI) boom, because developing this revolutionary technology wouldn't be possible without specialized data center chips and networking components. Demand is heavily outstripping supply for this hardware, which is benefiting suppliers likeAdvanced Micro Devices(AMD+1.21%)andBroadcom(AVGO+5.52%).Since the AI boom started g
Semiconductor IndustryAI ChipsData Center ChipsArtificial IntelligenceMarket GrowthInvestment AnalysisChip Supply ChainTechnology Stocks
2026-05-15
Nvidia Earnings Preview: Q1 2027 - Seeking Alpha
0.9
seekingalpha.com 2026-05-15 Seeking Alpha
__fail__
2026-05-15
NVIDIA Q1 FY2027 Earnings Preview: May 20 Setup and Catalysts - Gotrade
0.9
www.heygotrade.com 2026-05-15 Gotrade
__fail__
2026-05-15
A new way to measure WBG device defects - Compound Semiconductor
0.85
compoundsemiconductor.net 2026-05-15 Compound Semiconductor
__fail__
2026-05-15
‘Daddy looked out for everyone’: Sean Brown’s family on GAA official’s kind nature while questions remain for police and MI5 - MSN
0.95
www.msn.com 2026-05-15 MSN
__fail__
2026-05-15
Emma Slevin: Transformational US move, GAA background and LA 2028 dream - MSN
0.85
www.msn.com 2026-05-15 MSN
__fail__
2026-05-15
SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze - digitimes
0.92
www.digitimes.com 2026-05-15 digitimes
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers...The article requires paid subscription.Subscribe Now
Semiconductor ManufacturingFoundry ServicesSMICGlobal Capacity ShortageProcess FlexibilityMarket StrategyInternational FoundriesChip Manufacturing
2026-05-15
Cerebras IPO Revives AI Chip Startup Fever
0.92
eetimes.com 2026-05-15 Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
AI ChipIPOSemiconductorArtificial IntelligenceData CenterChip DesignInvestmentMarket Valuation
2026-05-15
Applied Materials sees quarterly revenue above estimates on sustained AI spending - Reuters
0.9
www.reuters.com 2026-05-15 Reuters
__fail__
2026-05-15
Applied Materials (AMAT) Surpasses Q2 Earnings and Revenue Estimates - Yahoo! Finance Canada
0.8
ca.finance.yahoo.com 2026-05-15 Yahoo! Finance Canada
__fail__
2026-05-15
Cerebras soars on debut capping largest-ever US semiconductor IPO - Capital Brief
0.92
www.capitalbrief.com 2026-05-15 Capital Brief
Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again
SemiconductorIPOAIChipCerebrasNASDAQTech StockAI Inference
2026-05-15
Applied Materials sees upbeat quarterly revenue on sustained AI spending By Reuters - Investing.com
0.89
www.investing.com 2026-05-15 Investing.com
__fail__
2026-05-15
Applied Materials (NASDAQ:AMAT) Exceeds Q1 Expectations, Inventory Levels Improve - StockStory
0.83
stockstory.org 2026-05-15 StockStory
__fail__
2026-05-15
Applied Materials (NASDAQ:AMAT) Exceeds Q1 Expectations, Inventory Levels Improve - FinancialContent
0.85
markets.financialcontent.com 2026-05-15 FinancialContent
__fail__