Semiconductor News & Analysis Feed
850 articles
2026-06-01
tomshardware.com
2026-06-01
Andrew E. Freedman
Dell's XPS 13 is going after Apple's MacBook Neo with a $699 starting price, some higher specs, and Intel's new Wildcat Lake processors.
2026-06-01
gagadget.com
2026-06-01
Gagadget.com
Intel has unveiled Crescent Island, a data center GPU built specifically for AI inference — the stage where a trained model answers real user queries. It uses LPDDR5X memory instead of the expensive, supply-constrained HBM found in Nvidia's Blackwell chips. At 350W, it runs on standard air cooling, which matters directly to any operator who has been priced out of liquid-cooled infrastructure.
Aft
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Just as Micron's memory chips play an essential role in AI data centers, Ciena's networking components do the same.
Ciena's revenue and earnings growth have been quite strong in recent quarters, and there is ample evidence that it will continue to grow.
10 stocks we like better than Ciena ›
Micron Technology (NASDAQ: MU) stock has delivered outstanding gains to investors so far in 2
2026-06-01
news.google.com
2026-06-01
The Globe and Mail
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that the stock could get a big shot in the arm in June.
Micron is set to release its fiscal 2026 third-quarter results on June 24. The favorable demand-supply conditions in the memory market, driven by artif
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.tekedia.com
2026-05-31
Tekedia
MediaTek Accepts Both Intel And TSMC Packaging As AI Chip Boom Reshapes Semiconductor Supply Chains
May 31, 2026 | by Samuel Nwite | 0
Taiwanese chip designer MediaTek is positioning itself as a rare neutral player in one of the semiconductor industry’s most consequential battles, embracing both Taiwan Semiconductor Manufacturing Co. (TSMC) and Intel’s advanced packaging technologies as demand f
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Hong Hao, newly appointed strategic advisor at BOS Semiconductors. (Photo: Hong Hao's LinkedIn)
BOS Semiconductors said on May 29 that it has appointed Hong Hao, former corporate vice president at Intel Foundry, as a strategic advisor.
The company said Hong is expected to contribute to next-generation artificial intelligence (AI) semiconductor strategies and the expansion of its global customer
2026-05-31
news.google.com
2026-05-31
The Motley Fool
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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