Semiconductor News & Analysis Feed
20 articles
2026-08-30
www.theglobeandmail.com
2026-08-30
After five years covering semiconductor stocks, the author identifies NVIDIA as the top pick heading into 2027. Despite its massive scale, NVIDIA maintains a dominant position in the AI accelerator market, with Q2 FY2027 revenue up 106% year-over-year to $96.2 billion. Management expects 70% YoY rev
2026-08-30
www.theglobeandmail.com
2026-08-30
After five years covering semiconductor stocks, the author identifies NVIDIA as the top pick heading into 2027. NVIDIA dominates the AI accelerator market, with Q2 fiscal 2027 revenue up 106% year-over-year to $96.2 billion, and expects 70% YoY growth in fiscal 2028. Beyond GPUs, the company has exp
2026-08-30
finance.yahoo.com
2026-08-30
After five years covering the semiconductor industry, NVIDIA stands out as the top pick heading into 2027. The company maintains a dominant position in the AI accelerator market, with Q2 FY2027 revenue soaring 106% year-over-year to $96.2 billion. Management forecasts a 70% YoY revenue growth in FY2
2026-08-30
www.aol.com
2026-08-30
After five years covering semiconductor stocks, analyst Manali Pradhan ranks Nvidia as her top pick heading into 2027. Nvidia dominates the AI accelerator market, with Q2 fiscal 2027 revenue up 106% year-over-year to $96.2 billion. Management forecasts 70% YoY revenue growth in fiscal 2028. Beyond G
2026-08-30
www.fool.com
2026-08-30
NVIDIA maintains a dominant position in the AI accelerator market, with its Q2 FY2027 revenue soaring 106% YoY to $96.2 billion. Management expects 70% YoY revenue growth in FY2028. Beyond GPUs, NVIDIA is expanding into CPUs, networking, and other components of AI data centers, increasing its revenu
2026-08-30
www.theglobeandmail.com
2026-08-30
NVIDIA's Q2 2027 earnings reveal a significant shift in demand dynamics, with its AI chip sales growing faster from a new class of customers—AI-native enterprises, sovereign governments, and specialist clouds—than from traditional hyperscalers like Microsoft, Amazon, and Google. While these cloud gi
2026-08-30
www.fool.com
2026-08-30
NVIDIA's Q2 2027 earnings report highlights strong growth in its data center business, with revenue reaching $89 billion, up 117% year-over-year. While hyperscale customers like AWS, Azure, and GCP remain key buyers, their growth rate has slowed. A more significant shift is occurring in the AI Cloud
2026-08-30
semiengineering.com
2026-08-30
Researchers from TU Wien and Silvaco Europe have published a molecular dynamics study exploring the activation mechanism of aluminum doping in 4H-SiC. The study investigates how implantation temperature and dose influence defect formation and dopant activation during early-stage annealing. Using an
2026-08-30
semiengineering.com
2026-08-30
Researchers from École Polytechnique Fédérale de Lausanne (EPFL) have published a technical paper in Nature Electronics titled 'Intrinsic Polarization Superjunctions in III-Nitride Heterostructures for Efficient Power Electronics.' The study addresses key limitations in gallium nitride (GaN)-based p
2026-08-30
simplywall.st
2026-08-30
This article analyzes how NVIDIA's strategic partnership with Lumentum Holdings is reshaping the investment narrative for the latter in the AI data center space. In March 2026, NVIDIA invested $2 billion in Lumentum and entered into multi-year supply and R&D agreements, aimed at accelerating the ado
2026-08-30
simplywall.st
2026-08-30
As South Korea prepares a record-breaking 800 trillion won budget and discusses a new future response fund tied to semiconductor tax receipts, the country's semiconductor industry is drawing renewed investor attention. This policy ambition, combined with macroeconomic headwinds, has spotlighted Sout
2026-08-30
www.koreajoongangdaily.com
2026-08-30
According to the Korea JoongAng Daily, Samsung Electronics and SK Hynix paid a combined corporate tax of 11.2 trillion won ($8.1 billion) in the first half of 2026, marking a 167% increase from the same period last year and the second-highest first-half total on record. This surge is attributed to t
2026-08-30
www.indexbox.io
2026-08-30
According to a recent market analysis report by IndexBox, the micronized abrasive powders market is projected to reach $2.4 billion by 2035, primarily driven by demand from the semiconductor industry for advanced process nodes, especially those below 50nm. As semiconductor devices continue to shrink
2026-08-30
drrobertcastellano.substack.com
2026-08-30
In Q3 2026, NVIDIA reported $89 billion in data center revenue, up 117% year-over-year and $13.8 billion sequentially, significantly outpacing AMD’s $6.718 billion. Despite this, AMD’s stock outperformed NVIDIA by over 107 percentage points, with AMD gaining 132.2% versus 24.9% for NVIDIA. This dive
2026-08-30
sg.finance.yahoo.com
2026-08-30
Western Digital (WDC), a leading global provider of data storage solutions, is facing potential risks from newly proposed semiconductor tariffs that could impact its supply chain and operational costs. These tariffs target a broad range of chip-related products, including those used in data center s
2026-08-30
news.google.com
2026-08-30
2026-08-30
wccftech.com
2026-08-30
NVIDIA's latest DLSS 5 neural rendering technology has garnered significant attention in modern gaming applications. According to Wccftech's evaluation, this technology demonstrates exceptional performance enhancement across 10 popular games. DLSS 5 represents NVIDIA's latest breakthrough in graphic
2026-08-30
simplywall.st
2026-08-30
With central banks signaling that interest rates may remain elevated to combat persistent inflation, investors are under increased pressure, especially on overvalued stocks. Cash flow and valuation have become more critical as borrowing costs rise. Simply Wall St's article highlights three stocks th
2026-08-30
simplywall.st
2026-08-30
Micron Technology's recent announcement of a $10 billion investment in AI research and training has sparked debate over whether this alters its investment case. While the company's expanded R&D commitment and new training center strengthen its alignment between technology roadmaps, operations, and t
2026-08-30
pulse2.com
2026-08-30
Agentrys has raised $24.5 million to advance its agentic chip design automation platform, which enables semiconductor teams to build and customize AI agents for chip development. The company's approach differs from traditional vendor-controlled systems by offering an open platform where customers ca