Semiconductor News & Analysis Feed
2442 articles
2026-05-08
www.digitimes.com
2026-05-08
digitimes
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia(NVDA1.38%)andPalantir Technologies(PLTR+0.92%)both were superstars in the early days of the artificial intelligence (AI) boom. This is because they were among the first to benefit from the revenue opportunity -- and as a result, investors rushed to get in on their shares. Nvidia stock has soared more than 500% over the past three years, while Palantir has surged 1,700%.But in recent times,
2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Chips are the building blocks of artificial intelligence (AI), and the growing demand has sent thePHLX SemiconductorSectorup 258% over the past three years. The bull market may not be over, as Statista estimates the industry will increase from $891 billion in 2026 to nearly $1.3 trillion by 2030.Those estimates won't hold up without growth fromTaiwan Semiconductor Manufacturing(TSM2.10%)andBroadco
2026-05-08
www.thestreet.com
2026-05-08
thestreet.com
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2026-05-08
247wallst.com
2026-05-08
24/7 Wall St.
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2026-05-08
www.fool.com
2026-05-08
The Motley Fool
Nvidia’s Next Big Market The Motley Fool
2026-05-07
news.google.com
2026-05-07
The Motley Fool
2026-05-07
www.cnbc.com
2026-05-07
CNBC
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2026-05-07
www.tradingkey.com
2026-05-07
TradingKey
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2026-05-07
www.fool.com
2026-05-07
The Motley Fool
When looking at the recent earnings increases from some of the most prominent growth stocks, the effect of artificial intelligence (AI) is nothing short of spectacular. Although such numbers do not reflect the entire company,Microsoftreported 40% Azure cloud growth yearly, and 63% for Google's parent company,Alphabet.For now, most of that growth depends on AI and, by extension, the AI accelerators
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
A shift is happening in the artificial intelligence (AI) computing space. Hyperscalers and AI companies are transitioning from training large language models to putting those models to work on real-world data to unlock the productivity gains that this technology promises.A lot ofmoney has been spenton data center infrastructure that's optimized to train models using large datasets. Inference, on t
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
On March 11,Nvidiaannounced that it would invest $2 billion inNebius Group(NBIS5.19%), a neocloud company that offers dedicated artificial intelligence (AI) data centers and software solutions to companies looking to run AI workloads in the cloud.Nebius stock has jumped by 57% since that investment was revealed. However, the good news for investors is that it isn't too late to buy shares of this f
2026-05-07
www.insidermonkey.com
2026-05-07
Insider Monkey
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2026-05-07
www.msn.com
2026-05-07
MSN
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2026-05-07
eetimes.com
2026-05-07
Greg Fallon
Industrial AI is moving beyond controlled environments, with factories deploying systems designed to manage operational uncertainty.
2026-05-07
www.thestreet.com
2026-05-07
thestreet.com
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2026-05-07
www.cnbc.com
2026-05-07
CNBC
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2026-05-07
www.tweaktown.com
2026-05-07
TweakTown
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2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Artificial intelligence (AI) has dominated the attention of U.S. equity markets since 2023. However,quantum computingis emerging as a potential trend on Wall Street.Image source: Getty Images.In April,Nvidia(NVDA1.65%)expanded its quantum computing footprint with the launch of the Ising AI model family, designed to improve how quantum computers are calibrated and how they correct their errors. Bec
2026-05-07
www.fool.com
2026-05-07
The Motley Fool
Today's HighlightsUpstart Grows Fast, Spends Faster, and Margins Take a HitCan Vertical Video Save Disney's Streaming?Visa Flexes Its Moat and Earnings Power📌Top story -- scroll down for more updatesClosing Bell4:05 pmStocks are closing in on records for a second consecutive day, driven by AI chip enthusiasm and a sharp drop in oil prices tied to reports of a potential U.S.-Iran peace deal.Advance