Semiconductor News & Analysis Feed
2441 articles
2026-05-26
digitimes.com
2026-05-26
AI computing's massive demand for infrastructure is making interconnect and laser technologies key to overcoming power and bandwidth limits, prompting silicon photonics unicorn Lightmatter to unveil its latest laser product, Guide DR. To advance its 3D-stacked silicon photonics engine, Lightmatter is also working closely with TSMC using its Compact Universal Photonic Engine (COUPE) platform.
2026-05-26
digitimes.com
2026-05-26
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI and advanced process technologies dominated growth. In 2026, non-AI and traditional application markets began to recover, making market conditions thrive.
2026-05-26
digitimes.com
2026-05-26
Intel is looking to broaden its foundry strategy beyond the race for advanced process nodes, placing greater emphasis on advanced packaging and glass substrate technologies as it positions Rio Rancho — its New Mexico site — as a global hub for next-generation packaging production.
2026-05-26
digitimes.com
2026-05-26
Huawei has released itsData Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to 10 years, as AI large language models drive data creation into what the company calls the yottabyte era.
2026-05-26
digitimes.com
2026-05-26
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.
2026-05-26
digitimes.com
2026-05-26
When Huawei unveiled its "Tau (τ) Scaling Law" at ISCAS 2026 in Shanghai, the announcement signalled more than another chip architecture update. It marked China's most ambitious attempt yet to redefine how semiconductor performance is measured in the post-Moore era.
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
When you think of Nvidia (
NVDA
1.86%
), dividends probably aren't one of the things that come to mind. But given just how much the company generates in earnings and how much room it has to grow its dividend, that could change in the future. Apple and Microsoft are two top tech companies that have been paying and increasing their payouts for years.
Nvidia, with some deep pockets and terrific grow
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell.
That's not Nvidia's fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it's be
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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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
Shares of Micron Technology (
MU
1.23%
) have been surging in the past year, and the company, which sells memory and storage products, has a valuation that may still not look all that expensive given ongoing product shortages. Memory is in high demand, and that has enabled the business to generate robust results, with not only sales volumes rising significantly but Micron being able to raise price
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
During its fiscal first-quarter 2027 earnings release, Nvidia (
NVDA
1.86%
) announced that it would be increasing its quarterly dividend from $0.01 to $0.25 per share. All shareholders on record as of June 4 will be eligible for the increase.
I see this move as a deliberate evolution in Nvidia's capital-allocation playbook. For the last few years, the company has been the archetype of hypergrowt
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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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
When it released quarterly results, Nvidia (
NVDA
1.86%
) surprised investors by announcing a 2,400% increase to its dividend, ratcheting up the payout to $0.25 per share per quarter from a measly $0.01 per share.
That takes the semiconductor stock's dividend yield to 0.4%. While that's less than half the yield on the S&P 500, it is more in line with yields on other mega-cap stocks and the Nasdaq
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is still the cream of the crop of artificial intelligence (AI) stocks. It continues to post nearly unbelievable results, yet lately the market has been unwilling to show it the love that it's showing to some of its competitors. I think that makes Nvidia a perfect AI stock to invest in right now, as it's actually being underhyped compared to its performance -- particularly in
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
While investors once again yawned when Nvidia (
NVDA
1.86%
) reported its fiscal first-quarter earnings after the bell on May 20, the results were still nothing short of extraordinary. Despite the muted investor reaction, the company continues to show why it remains the dominant force in the artificial intelligence (AI) infrastructure space.
Let's dig into Nvidia's fiscal Q1 results and prospects
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Micron (
MU
1.23%
) and Sandisk (
SNDK
3.79%
) have both rallied sharply, but their AI stories aren't identical. Micron looks more directly tied to high-bandwidth memory, stronger margins, and AI infrastructure demand, while Sandisk offers a more aggressive NAND storage recovery angle. The key question is which stock's upside is backed by stronger fundamentals today.
Stock prices used were the ma