Semiconductor News & Analysis Feed
963 articles
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
No trend has played a bigger role in sending the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record highs than the evolution and proliferation of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions is a $15.7 trillion global opportunity by 2030, according to PwC analysts.
And no company has been more foundation
2026-06-03
www.investing.com
2026-06-03
Investing.com
__fail__
2026-06-03
mashable.com
2026-06-03
Mashable
Qualcomm CEO Cristiano Amon outlines how agentic AI is revolutionizing the architecture of our everyday devices at Computex 2026. Discover the future of smart technology across mobile, robotics, automotive, and data centers.
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Perhaps one of the surprises in the AI boom has been Micron (
MU
+2.70%
) stock. The memory chip giant that once struggled to hold on to its gains during bull cycles has surged to record levels, even surpassing the $1 trillion market cap level. This would have been unthinkable 10 years ago, when the stock sold for just $12 per share.
Amid the nearly 7,800% increase in the chip stock's price, inve
2026-06-03
news.financial
2026-06-03
news.financial
June 3rd, 2026 | 10:30 CEST
SIMPLE AND BRUTAL: NO NUCLEAR POWER, NO AI - WHY AMERICAN ATOMICS, INFINEON, AND AIXTRON PLAY KEY ROLES
NUCLEAR
AI
URANIUM
SOFTWARE
Photo credits: Pixabay
The energy demand of artificial intelligence and data centres is enormous. Studies consistently show that no single energy source will be sufficient; instead, a diversified energy mix will be required to meet ri
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) and Broadcom (
AVGO
+4.85%
) are the top artificial intelligence (AI) chipmakers by market cap, and both delivered record results in their most recent quarters.
Of the two, Broadcom has been the better investment in 2026 and over the last year, but Nvidia is the winner if you look further back. Its five-year and 10-year returns are much higher than Broadcom's.
Let's see how
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) is forecasting revenue will surpass $90 billion in the upcoming quarter.
*Stock prices used were the afternoon prices of May 27, 2026. The video was published on May 29, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produ
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
There's currently only one company valued at $5 trillion: Nvidia (
NVDA
0.75%
). While that's a huge market cap, I actually think Nvidia is undervalued.
It may seem counterintuitive to say the world's largest company is undervalued, but after digging in a bit, I think you'll see what I mean.
Image source: Getty Images.
Impressive growth despite its size
Nvidia has risen to the top thanks to in
2026-06-03
www.communicationstoday.co.in
2026-06-03
Communications Today
COMPANY NEWS
Huang warns of chip shortage as Chey vows to double production
June 03, 2026
NVIDIA CEO Jensen Huang warned that the global semiconductor supply shortage will persist for the time being. SK Group Chairman Chey Tae-won, a key partner of NVIDIA, stated, “We will expand production capacity twofold within five years.” Starting from Huang’s visit to Korea on the 5th, NVIDIA and Korean com
2026-06-03
www.moomoo.com
2026-06-03
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moomooニュース米国株
wrote a column
·
15:07
Is this a once-in-a-lifetime US bull market!? NVIDIA's Jensen Huang reveals the 'next mega trend'! What are the two key investment opportunities and the top-pick stock to watch?
The U.S. stock market is no
2026-06-03
moneymorning.com
2026-06-03
Money Morning
Micron Hit $1 Trillion This Week. Insiders Are Already Selling.
Money Morning Team
June 3, 2026
BY THE NUMBERS
$1 trillion+ — Micron's market cap this week, joining the exclusive club with Apple, Nvidia and Microsoft
66% — MU stock's run-up over the past year, per GuruFocus data
100% sold out — Micron's high-bandwidth memory (HBM) capacity for all of 2026
June 24, 2026 — Micron's fiscal Q3 ear
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) has been the gold standard for artificial intelligence (AI) investing, specifically in the computing chip sector. Nvidia's GPUs are synonymous with the AI build-out, and it has ridden the wave of massive AI spending to become the world's largest company (at the time of this writing). However, there's a competitor that's looking to challenge that status.
Broadcom (
AVGO
+4.85
2026-06-03
www.gurufocus.com
2026-06-03
GuruFocus
Texas Instruments Incorporated TXN has announced a significant change in its executive team. Ms. Knecht, a seasoned professional with over 25 years of experience at the company, has been appointed as the new Chief Accounting Officer. This appointment is a testament to her extensive expertise and dedication to the company.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
It isn't like that company needed any help. Broadcom (
AVGO
+4.85%
) has been experiencing strong demand for its artificial intelligence (AI) solutions for much of the past three years. Since the advent of AI in early 2023, the stock had surged 723% through market close on Monday.
Yet Tuesday saw the stock climb 5% to a record high, as a confluence of events in the AI space conspired to send the
2026-06-03
tomshardware.com
2026-06-03
Sarah Jacobsson Purewal
Cherry XTRFY launched the first 8K ultra-wideband wireless gaming keyboard at Computex 2026. The keyboard features a 70-percent layout, low-profile switches, and a gasket mount design.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Collapse
NASDAQ: MRVL
Marvell Technology
Today's Change
(32.71%) $71.77
Current Price
$291.20
KEY DATA POINTS
Market Cap
$254B
Day's Range
$252.43 - $291.22
52wk Range
$61.44 - $291.30
Volume
4.4M
Avg Vol
28.9M
Gross Margin
50.64%
Dividend Yield
0.08%
Marvell Technology (
MRVL
+32.71%
), provides data infrastructure semiconductor solutions from data center core to network edge. The stock closed a
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
za.investing.com
2026-06-03
Investing.com South Africa
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
The company is launching new products that could capture meaningful revenue.
*Stock prices used were the afternoon prices of May 31, 2026. The video was published on June 2, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensat