Semiconductor News & Analysis Feed
2442 articles
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Artificial intelligence(AI) demand has shown little sign of slowing despite rising concerns around the sustainability of massive AI infrastructure spending.Image source: Getty ImagesMicron Technologyhas been one of the biggest beneficiaries of this trend. Shares of this memory player have soared by more than 810% in the past year. The company's revenue was up 196% year over year to $23.9 billion,
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Nvidia(NVDA+4.36%)is heading into earnings with enormous AI momentum, a massive revenue guide, and investor expectations that may be harder to beat than the numbers themselves. The bull case still looks strong, but China pressure, Data Center demand, and management's outlook could decide whether the stock keeps climbing or finally hits resistance.Stock prices used were the market prices of May 8,
2026-05-14
qz.com
2026-05-14
qz.com
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Alphabet(GOOGL1.24%)(GOOG1.18%)andMicron Technology(MU0.99%)have both rocketed to the top of investors' attention, benefiting from their leads in their respective artificial intelligence (AI) markets.Alphabet stockhas surged by more than 150% over the past year as the company's cloud sales rose and its Google Gemini AI model continued to gain traction. Meanwhile,Micron stockrocketed by more than 8
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
When a stock is surging in value, it can be both frustrating and enticing. On the one hand, you want to buy into the rally, but on the other, you're worried it's priced too high and you might end up buying at the peak.Investors consideringMicron Technology(MU5.81%)stock may have that dilemma right now. In just the past year, the stock has shot up more than 700%. Many investors would be happy with
2026-05-14
www.tradingkey.com
2026-05-14
TradingKey
__fail__
2026-05-14
www.aol.com
2026-05-14
AOL.com
__fail__
2026-05-14
247wallst.com
2026-05-14
24/7 Wall St.
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Nvidia(NVDA+2.33%)will report earnings after the market closes on May 20. On average, the Wall Street analysts covering the company expect it to have pulled in a cool $78.8 billion in sales in its fiscal 2027 first quarter -- up 77% from the same period last year.I think we're so deep into the artificial intelligence boom that it's easy to forget how incredible this is. The largest company on Eart
2026-05-14
www.cnbc.com
2026-05-14
CNBC
__fail__
2026-05-14
www.tomshardware.com
2026-05-14
Tom's Hardware
ShareCopy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this articleJoin the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterAll three leading-edge foundries — Intel Foundry, Samsung Foundry, and TSMC — have initiated mass production of chips using 2nm-class process technology. Samsung was the first one to start production using itsSF2 node
2026-05-14
news.google.com
2026-05-14
U.S. News Money
__fail__
2026-05-14
www.wsj.com
2026-05-14
WSJ
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
When it comes to the artificial intelligence (AI) boom,Nvidia(NVDA+2.33%)is the stock by which all others are measured. The company supplies the semiconductors that enabled the recent advances in AI, and it has been one of the undeniable beneficiaries of the AI revolution. Despite concerns about growing competition, uncertainty about future AI adoption, and economic and geopolitical uncertainty, N
2026-05-14
www.digitimes.com
2026-05-14
digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far...The article requires paid subscription.Subscribe Now
2026-05-14
www.ad-hoc-news.de
2026-05-14
AD HOC NEWS
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Memory chip stocks have been scorching hot in recent months, driven by a massive shortage amid AI demand.Two of the biggest winners have beenMicron(MU+4.72%)andSandisk(SNDK0.56%). Micron is one of the three large, diversified memory companies, along with the Korean giantsSamsungandSK Hynix, while Sandisk was spun off fromWestern Digitallast year and specializes in NAND flash memory.As you can see
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Nvidia(NVDA+2.33%)is set to report its fiscal first-quarter 2027 results after the market closes on May 20. Heading into the report, shares sit near record highs, up about 21% year to date as of this writing. The AI chipmaker has also guided for fiscal first-quarter revenue of about $78 billion -- a forecast that implies approximately 75% year-over-year growth.So why am I not buying ahead of what