Semiconductor News & Analysis Feed
963 articles
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Arm Holdings (
ARM
+5.47%
) and Qualcomm (
QCOM
+3.19%
) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips.
While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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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
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.benzinga.com
2026-05-31
Benzinga
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps.
There are 11 companies with market caps over $1 trillion, and five of them are U.S. tech stocks. Micron Technology officially joined the $1 trillion club on May 26, while Eli Lilly, Walmart, and Samsung Electronics have all been in the club but ar
2026-05-30
au.pcmag.com
2026-05-30
PCMag Australia
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
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
www.pcmag.com
2026-05-30
PCMag
It wouldn't be Computex without the biggest names in the industry, and in 2026, they don't come bigger than Nvidia. CEO Jensen Huang is getting out ahead of the main Computex show with an event scheduled for June 1 at 11 a.m. Taipei Time (11 p.m. EDT / 8 p.m. PDT on May 31).
There will also be a pre-game show with discussions on the history of AI and personal computing, how it's been shaping robo
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
These inflatable boats use basalt fiber to reduce radar returns and RF interference.
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
Infineons, Billion
Infineon's €100 Billion Valuation Faces a Macro Crucible as Morgan Stanley and Deutsche Bank Set Sights Above €90
30.05.2026 - 11:11:36 | boerse-global.de
Infineon Technologies stock doubles on AI power semiconductor demand, with Deutsche Bank and Morgan Stanley raising targets; macro data this week may test rally.
Infineon's €100 Billion Valuation Faces a Macro Crucible as Mo
2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.tradingview.com
2026-05-30
TradingView
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2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Micron (
MU
+5.07%
) just did something that no other stock in history has done before.
The memory chip stock went from a market cap of $500 billion to $1 trillion in just 48 trading days, while most trillion-dollar stocks have taken more than a year to achieve that milestone.
Memory chip stocks have been on fire, and Micron's two Korean peers, Samsung and SK Hynix, also recently topped the tril
2026-05-30
advanced.onlinelibrary.wiley.com
2026-05-30
Wiley
advanced.onlinelibrary.wiley.com
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2026-05-30
Mshale
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2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.