Semiconductor News & Analysis Feed
993 articles
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
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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
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2026-05-14
www.wsj.com
2026-05-14
WSJ
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
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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
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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
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
These catalysts could create momentum forQualcomm(QCOM+1.07%)stock.*Stock prices used were the afternoon prices of May 11, 2026. The video was published on May 13, 2026.
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Micron(MU5.81%)has recently ripped off the type of rally that few stocks will ever replicate. Since dipping to a three-month low around April 1, the stock has gained a jaw-dropping 116% in just a month and a half. After a quick return like that, investors are likely wondering if it's worth hanging around for more, if they should take their quick double and run to the bank, or if they should add to
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Valens Semiconductor(VLN7.54%)stock surged on Wednesdayfollowingtherelease of the company'sfirst-quarter results.The company's share price ended the day up 9.3% and had been up as much as 13.7% earlier in trading.Valens published its Q1 results before the market opened today, reporting sales and earningsfor the periodthat topped Wall Street's expectations. The company also issued promising guidanc
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
In the chip manufacturing world, there are two primary types of chips made: memory and logic chips. Each serves a different purpose in a computer, and each is important.In the logic chip world, there is no bigger manufacturer thanTaiwan Semiconductor(TSM2.10%). In the memory world, it's a bit more spread out, andMicron(MU5.81%)is among the largest producers. However, many investors are intrigued b
2026-05-14
www.seattletimes.com
2026-05-14
The Seattle Times
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2026-05-14
www.cnbc.com
2026-05-14
CNBC
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Nvidia's(NVDA1.38%)upcoming quarterly report might be the most hotly anticipated update of the earnings season. The graphics processing unit (GPU) leader sits at the epicenter of the artificial intelligence (AI) revolution, and it has been reliable for high growth and earnings beats.The stock has already been rising recently as other AI companies have reported outstanding results.Here's what to ex
2026-05-14
finance.yahoo.com
2026-05-14
Yahoo Finance
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Shares ofTower Semiconductor(TSEM9.63%)spiked on Wednesday after the Israel-based provider of specialty foundry services issued an upbeat growth forecast.Image source: Getty Images.Broad-based gainsTower's revenue rose 15% year over year to $414 million in the first quarter.The tech developer serves a range of steadily expanding end markets, including the industrial, automotive, mobile, medical, a