Semiconductor News & Analysis Feed
963 articles
2026-06-03
www.investing.com
2026-06-03
Investing.com
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2026-06-03
ca.investing.com
2026-06-03
Investing.com Canada
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2026-06-03
tomshardware.com
2026-06-03
Jake Roach
Intel knows that Arrow Lake dealt a blow to its reputation among enthusiasts. Arrow Lake Refresh was an effort to correct that issue, laying the groundwork for Nova Lake later this year.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
When Nvidia (
NVDA
0.75%
) reported earnings last month, much of the focus was on its impressive numbers and encouraging outlook. And it's hard to argue with that, given that the growth story around the tech giant and its artificial intelligence (AI) chips is what makes the stock a buy. As long as its results are strong, demand is robust, and the outlook is solid, investors are likely to continue
2026-06-03
www.thestreet.com
2026-06-03
thestreet.com
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Advanced Micro Devices just had one of its best months in two decades. The stock soared more than 40% in May to a record high, as investors poured back into chipmakers on relentless demand for AI hardware. And it wasn't alone. Smartphone-chip designer Qualcomm climbed about 40% to a record of its own, while the broader Philadelphia Semiconductor Index gained more than 60% for the year, far outpaci
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
tomshardware.com
2026-06-03
Zhiye Liu
Reputable Intel hardware leaker Jaykihn reveals new information about Intel's next-generation LGA1954 socket.
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) recently reported yet another round of amazing quarterly growth. Still riding the artificial intelligence (AI) adoption wave, its Q1 top line improved to $81.6 billion, up 85% year over year.
Lost in all the bullish noise, however, is that Nvidia isn't just an AI hardware company. Although data centers now account for more than 90% of its revenue, it still operates another d
2026-06-03
www.tradingkey.com
2026-06-03
TradingKey
Texas Instruments Inc (TXN) moved up by 3.90%. The Technology Equipment sector is up by 2.92%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 0.75%; NVIDIA Corp (NVDA) up 0.49%; Marvell Technology Inc (MRVL) up 28.90%.
Texas Instruments experienced an increase in share price today, influenced by a combination of recent positive company
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) CEO Jensen Huang isn’t afraid to make bold statements, and his bravado and vision have served the company well. Nvidia has become the largest publicly traded company in the world by market cap, with a valuation exceeding $5 trillion.
Obviously, Huang knows what it takes to get a company to the $1 trillion mark, and now he’s identified a fellow chipmaker with a market cap of
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
AMD (
AMD
+2.36%
) and Nvidia (
NVDA
0.75%
) are two stocks that are often compared. It makes sense, as these two are the top dogs in the graphics processing unit (GPU) space. GPUs have been the primary computing chip utilized for artificial intelligence (AI) training and computing up to this point, and they'll likely maintain a dominant hold on this industry because of their ability to handle a v
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
One of the most widely followed aggressive growth fund managers kicked off this week with a hankering for Nvidia (
NVDA
0.75%
). Cathie Wood -- founder and CEO at Ark Invest -- only added to two existing positions across her high-octane ETFs on Monday. Nvidia was one of those two purchases.
It wasn't just a nibble. Ark Invest purchased shares of the world's most valuable company in all five of it
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) is the most valuable company in the world, and it remains the only company worth more than $5 trillion. However, despite a brilliant first-quarter report, the stock moved lower.
Here's what I think is going on with Nvidia stock and what investors can expect going forward.
Image source: Nvidia.
The $4 trillion opportunity
According to Nvidia CFO Collette Kress, the company
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Intel's (
INTC
1.28%
) shares have soared 489%, and Micron Technology (
MU
+2.70%
) stock is up a shocking 869% over the past year. The artificial intelligence spending boom that's currently underway is fueling interest in these stocks, and both could benefit from rising semiconductor demand in the coming years.
But which is the better AI stock to buy right now?
Image source: Getty Images.
Ther
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.tradingkey.com
2026-06-02
TradingKey
SK Hynix plans to double memory chip wafer production capacity within five years, projecting a global shortage until 2030 due to AI-driven HBM demand. The company aims to be NVIDIA's primary HBM supplier for the Vera Rubin system, currently holding a significant share of HBM4 orders. SK Group also seeks to diversify partnerships in Taiwan beyond TSMC. SK Hynix has surpassed $1 trillion in market c
2026-06-02
www.mk.co.kr
2026-06-02
매일경제
Chey Tae-won, chairman of SK Group, declared that he would double SK hynix's production capacity within the next five years.
He also maintained his view that the supply shortage will continue until 2030 as demand for memory, including High Bandwidth Memory (HBM), surges amid the spread of AI.
On the 2nd, after touring the exhibition halls at COMPUTEX Taipei 2026 in Taipei, Taiwan, Chey told repo
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) stock has had a lackluster year by its standards. It's up about 13% so far, which would be OK in a normal year because the S&P 500 (
^GSPC
+0.13%
) typically averages about a 10% return in a year.
But this isn't a normal year. The S&P 500 is already up 11% so far, and the S&P 500 technology-only sector is up nearly 25%. With the average tech stock showing more than double Nv