Semiconductor News & Analysis Feed

995 articles
2026-05-12
www.digitimes.com 2026-05-12 digitimes
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part...The article requires paid subscription.Subscribe Now
2026-05-12
www.tradingview.com 2026-05-12 TradingView
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2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Nvidia(NVDA+1.90%)stock has offered many investors a clear path to explosive gains in recent years. As leader in the artificial intelligence (AI) chip market, the company has been among the first to benefit from AI-driven earnings growth -- and this has prompted investors to pile into the stock.Though others also sell AI chips, Nvidia was first to market with the most powerful product -- and Nvidi
2026-05-12
www.fool.com 2026-05-12 The Motley Fool
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2026-05-12
www.nytimes.com 2026-05-12 The New York Times
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2026-05-12
www.fool.com 2026-05-12 The Motley Fool
WhenIntel(INTC+3.56%)was added to theDow Jones Industrial Average(^DJI+0.19%)in November 1999, it was a sign of the tech industry's rising importance to the U.S. stock market -- Intel and another new addition,Microsoft, were the first two stocks from the tech-heavy Nasdaq exchange to join the DJIA.When Intel was replaced in the Dow byNvidia(NVDA+1.90%)in November 2024, the chipmaker had lost not o
2026-05-12
www.fool.com 2026-05-12 The Motley Fool
The artificial intelligence (AI) data center boom has driven strong demand for memory. As a result, memory chip stocks, most notablyMicron Technology(MU+6.49%)andSandisk(SNDK1.02%), have both made major moves higher, rising 770% and 4,000%, respectively, over the past year.Which of these two top-performingtech stocksis the better buy moving forward? Interestingly, there could be a case for owning
2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Qualcomm(QCOM+1.07%)stock is soaring.*Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026.
2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Few companies have benefited more from theartificial intelligence (AI)boom thanTaiwan Semiconductor Manufacturing(TSM2.10%). The Taiwan-based foundry fabricates the vast majority of the world's most advanced chips, including the graphics processing units (GPUs) and custom accelerators that hyperscalers likeMicrosoftandAlphabetuse to train and run AI models. Up nearly 150% over the past year and tr
2026-05-12
www.fool.com 2026-05-12 The Motley Fool
ExpandNYSE:IONQIonQToday's Change(-5.08%) $-2.64Current Price$49.31Key Data PointsMarket Cap$18BDay's Range$47.48- $52.2052wk Range$25.89- $84.64Volume32MAvg Vol28MGross Margin-2879.52%IonQ(IONQ5.08%), developer of trapped-ion quantum computers and software for complex problem-solving, closed Monday at $56.89, up 15.54%. The stock moved higher after SkyWater Technology shareholders approved their
2026-05-12
www.cnbc.com 2026-05-12 CNBC
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2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Shares of small-cap power semiconductor designerNavitas Semiconductor(NVTS7.74%)rallied on Monday, up 24.5% during the day's trading.While Navitas didn't release any financial information today, a news report on a new product partnership in India was enough to send the stock flying higher.ExpandNASDAQ:NVTSNavitas SemiconductorToday's Change(-7.74%) $-1.65Current Price$19.67Key Data PointsMarket Ca
2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Theartificial intelligence (AI)memory boom has been kind to bothSandisk Corporation(SNDK5.30%)andMicron Technology(MU5.81%). Sandisk shares are up about 560% year to date, while Micron has risen more than 180%. Further, both companies recently posted quarterly results showing record revenue and significant margin expansion.But the two sit in different corners of the memory market. Micron sells the
2026-05-12
www.stocktitan.net 2026-05-12 Stock Titan
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2026-05-12
www.insidermonkey.com 2026-05-12 Insider Monkey
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2026-05-12
www.eweek.com 2026-05-12 eWeek
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2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Micron Technology(MU5.81%)continues to be one of the hottest stocks on the market in 2026, jumping an incredible 162% as of this writing. Investors have been buying its shares hand over fist to capitalize on strong memory demand that continues to outpace supply.What's more, the good news just keeps flowing in forMicron stockinvestors. Tom's Hardware reports that contract prices for dynamic random-
2026-05-12
www.cnbc.com 2026-05-12 CNBC
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2026-05-12
seekingalpha.com 2026-05-12 Seeking Alpha
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2026-05-12
www.fool.com 2026-05-12 The Motley Fool
Nvidia(NVDA1.38%)has reigned for several years as the king of artificial intelligence (AI) chips. The company'sgraphics processing units (GPUs)became the de facto gold standard for training and running these sophisticated algorithms when the AI boom kicked off in late 2022. While growing competition has long been on the minds of investors, Nvidia continues to reap the rewards of its unrelenting fo