Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

225 articles
Trending Companies
NVIDIA514 TSMC268 Intel135 AMD125 SK Hynix110 Micron Technology104 Samsung Electronics93 Micron91 Synopsys84 Microsoft81 Qualcomm78 Huawei74 Infineon64 Samsung57 Apple53
Trending Technologies
EUV429 3nm401 AI164 AI chips118 GPU102 HBM99 DRAM62 memory chips60 LogicFolding55 AI infrastructure49 CPU47 GaN40 semiconductor37 Tau Scaling Law37 SiC37
2026-05-30
NVIDIA and Microsoft Set to Launch AI-Powered PCs - GuruFocus
0.92
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03edfcd5ecc59af • Your IP: Click to reveal • Performance & security by Cloudflare
Artificial IntelligencePersonal ComputersNVIDIAMicrosoftAI ChipsSemiconductor IndustryTechnology TrendsComputing Platform
2026-05-30
NVIDIA Enters PC Market with New Windows Computers - GuruFocus
0.85
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03e1a55891df273 • Your IP: Click to reveal • Performance & security by Cloudflare
NVIDIAPC MarketWindows ComputersSemiconductor IndustryComputing PlatformArtificial IntelligenceData CenterGPU
2026-05-30
Weekend Morning Brew: Micron and SK Hynix Join $1T Valuation Clu - GuruFocus
0.92
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03d9fa35c2458ba • Your IP: Click to reveal • Performance & security by Cloudflare
Semiconductor IndustryChip ManufacturingMemoryTechnology StocksMarket ValuationUS Stock MarketSemiconductor EquipmentTechnology Development
2026-05-30
Nvidia Stock Could Rally Again if Huang Delivers on AI Growth Ta - GuruFocus
0.92
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03c591808c4b560 • Your IP: Click to reveal • Performance & security by Cloudflare
NVIDIAAI chipsSemiconductor industryStock analysisArtificial intelligenceTSMCGPUInvestment analysis
2026-05-30
Investor Focus: Iran War Winners and Losers, Cheapest S&P 500 ETF, and ASML Shares Surge - Morningstar
0.65
news.google.com 2026-05-30 Morningstar
2026-05-30
NVIDIA (NVDA) Teases New PC Chip Announcement at GTC Taipei - GuruFocus
0.92
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03b4ed76b7bdf73 • Your IP: Click to reveal • Performance & security by Cloudflare
NVIDIAPC ChipGTC ConferenceSemiconductorArtificial IntelligenceChip DesignTaipeiTechnology Announcement
2026-05-30
Is NVIDIA Corp (NVDA) a Bargain After 0.7% Drop? GF Value Says Undervalued - GuruFocus
0.92
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03adbf36cf01fe2 • Your IP: Click to reveal • Performance & security by Cloudflare
NVIDIASemiconductorAI ChipStock AnalysisInvestment ValueGlobalFoundriesGPUChip Design
2026-05-30
ASML Holding NV (ASML) Stock Up 0.5% but GF Value Says Overvalued -- GF Score: 92/100 - GuruFocus
0.85
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03add5f9e06c94e • Your IP: Click to reveal • Performance & security by Cloudflare
Semiconductor EquipmentASMLEUV LithographySemiconductor IndustryInvestment AnalysisGuruFocusSemiconductor ValuationChip Manufacturing
2026-05-30
Taiwan Semiconductor Manufacturing Co Ltd (TSM) Stock Down 1.5% but Still Overvalued -- GF Score: 97/100 - GuruFocus
0.92
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03ada43d9bed690 • Your IP: Click to reveal • Performance & security by Cloudflare
Taiwan Semiconductor ManufacturingSemiconductor IndustryTSMCStock AnalysisInvestment RatingGuruFocusValuationTechnology Stocks
2026-05-30
NVIDIA (NVDA) and Micron (MU) Drive Market Activity Amid AI Inno - GuruFocus
0.92
www.gurufocus.com 2026-05-30 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a03acb990e91828a • Your IP: Click to reveal • Performance & security by Cloudflare
AI chipsSemiconductor industryNVIDIAMicronArtificial intelligenceChip manufacturingMarket activityTechnology development
2026-05-30
Texas Instruments Inc (TXN) Stock Down 3.3% but Still Overvalued -- GF Score: 81/100 - GuruFocus
0.65
news.google.com 2026-05-30 GuruFocus
2026-05-30
Nvidia, AMD, & other chip names in focus at Computex 2026 - Yahoo Finance
0.95
finance.yahoo.com 2026-05-30 Yahoo Finance
__fail__
2026-05-30
Nvidia, AMD, & other chip names in focus at Computex 2026 - Yahoo Finance
0.88
finance.yahoo.com 2026-05-30 Yahoo Finance
__fail__
2026-05-29
Micron, Sandisk in focus as Susquehanna ups price targets (MU:NASDAQ) - Seeking Alpha
0.88
seekingalpha.com 2026-05-29 Seeking Alpha
__fail__
2026-05-29
EU Chips Act 2.0 draft shifts focus toward stimulating semiconductor demand - MLex
0.92
www.mlex.com 2026-05-29 MLex
By Júlia Tar and Matthew Newman ( May 29, 2026, 10:02 GMT | Insight) -- The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2. 0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and closer links between chipmakers and industrial users, according to a draft annex. A draft annex to the
EU Chips ActSemiconductor demandAI FactoriesChip manufacturingEuropean semiconductorArtificial intelligence chipsSupply chain securityTechnology policy
2026-05-29
EU Chips Act 2.0 draft shifts focus toward stimulating semiconductor demand - MLex
0.92
www.mlex.com 2026-05-29 MLex
EU Chips Act 2.0 draft shifts focus toward stimulating demand By Júlia Tar and Matthew Newman May 29, 2026, 10:02 AM GMT The European Commission is placing greater emphasis on demand-side measures under its proposed Chips Act 2.0, seeking to generate new demand for semiconductors through AI Factories, AI Gigafactories, cloud infrastructure and... To view the full article, register now. FREE A
EU Chips ActSemiconductor IndustryAI ChipsChip DemandEuropean CommissionAI InfrastructureSemiconductor ManufacturingSupply Chain
2026-05-29
Infineon Deal Puts NVIDIA MGX Power Efficiency And Valuation In Focus - Yahoo Finance
0.92
finance.yahoo.com 2026-05-29 Yahoo Finance
__fail__
2026-05-29
Infineon Deal Puts NVIDIA MGX Power Efficiency And Valuation In Focus - Yahoo Finance Singapore
0.92
sg.finance.yahoo.com 2026-05-29 Yahoo Finance Singapore
__fail__
2026-05-29
Airoha deepens focus on networking and wireless edge AI
0.85
digitimes.com 2026-05-29
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
Semiconductor chipsEdge computingAI chipsNetworking technologyWireless communicationAI processorMediaTekAiroha Technology
2026-05-29
Synopsys Inc (SNPS) Shares Fall 8.6% -- What GF Score of 95 Tells Investors - GuruFocus
0.85
www.gurufocus.com 2026-05-29 GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website. Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details. Cloudflare Ray ID: a0306fffeb2086f4 • Your IP: Click to reveal • Performance & security by Cloudflare
Semiconductor Design ToolsSynopsysTaiwan Semiconductor ManufacturingSemiconductor ManufacturingInvestment AnalysisTechnology StocksSemiconductor Supply ChainMarket Performance