Semiconductor News & Analysis Feed
2441 articles
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
In this video, I will cover Nvidia's (
NVDA
1.86%
) earnings report, discuss the current market state, and explain why the most obvious buys will become even more obvious once the stock rises. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 21, 2026. The video was published on May. 21, 2026.
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is a business that truly looks unstoppable these days. Its growth continues to be impressive as it dominates the artificial intelligence (AI) chip market. Its margins remain strong, and while there are stories of tech companies making their own chips, slowing demand clearly hasn't been a problem for Nvidia.
In the past five years, the stock has rallied more than 1,300%, easi
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
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2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
www.marketbeat.com
2026-05-26
MarketBeat
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2026-05-26
www.electronicsweekly.com
2026-05-26
Electronics Weekly
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the biggest beneficiaries of the artificial intelligence (AI) boom. Shares have already soared by more than 1,300% in the past five years. However, the next big AI stock gains may come from less obvious players.
Image source: Getty Images.
As AI infrastructure spending expands, demand is rising not just for AI chips but also for high-speed connectivity techn
2026-05-26
www.digitimes.com
2026-05-26
digitimes
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa
2026-05-26
www.digitimes.com
2026-05-26
digitimes
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activa
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been one of the best-performing stocks ever, thanks to the growth of artificial intelligence, but for much of its run, people have called it overvalued. Cathie Wood wrote that it was "priced ahead of the curve" in May 2023. In early 2024, Morningstar analysts called it overvalued.
This is Exhibit A for why investors shouldn't see "overvalued" as a bad word. Over the last
2026-05-26
penangtoday.my
2026-05-26
PenangToday
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2026-05-26
digitimes.com
2026-05-26
South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers.
2026-05-26
digitimes.com
2026-05-26
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
2026-05-26
digitimes.com
2026-05-26
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights.
2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.