Semiconductor News & Analysis Feed
22547 articles
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
On May 31, 2026, the U.S. Commerce Department announced new regulations aimed at restricting Chinese companies from acquiring advanced AI semiconductors, including products from NVIDIA Corp NVDA. This regulatory change is significant for the semiconductor industry and could impact NVIDIA's operations and market position.
2026-06-01
www.gurufocus.com
2026-06-01
GuruFocus
www.gurufocus.com
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2026-06-01
www.servethehome.com
2026-06-01
ServeTheHome
AINews
NVIDIA Computex 2026 Keynote Live Coverage
By Ryan Smith -
May 31, 2026
0
NVIDIA Computex 2026 Venue
Kicking off today is the annual Computex tradeshow in Taiwan. Home to countless system and device manufacturers, Computex is a cornucopia of consumer electronics, and these days is also the biggest PC-centric show of the year. And even though it takes place in June, barely half-way through
2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
So far this year, Micron stock has surged more than 200%.
Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock.
With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron.
10 stocks we like better than Micron Technology ›
As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 16:53 PM EDT
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A semiconductor wafer sample is displayed during the Semicon Taiwan exhibition in Taipei on September 10, 2025. I-HWA CHENG / AFP/GETTY IMAGES
Two picks-and-shovels beneficiaries of the AI infrastructure buildout — optical components maker Lume
2026-06-01
www.cnbc.com
2026-06-01
CNBC
The U.S. Department of Commerce on Sunday moved to close a year-old potential loophole it had created that may have led companies to export the world's most advanced chips — like Nvidia's
most sophisticated Rubin and Blackwell processors, as well as AMD's
MI350x — to Chinese entities located outside China.
The unexpected guidance suggests that the United States' best AI chips may have been maki
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
As Micron Technology (
MU
+5.07%
) gears up to report fiscal third-quarter results on June 24, some investors are wondering whether it makes sense to buy shares ahead of the announcement. The chip leader has been one of the most pronounced beneficiaries of the artificial intelligence (AI) infrastructure boom, yet its parabolic rise has left some wondering whether the easy money has already been ma
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-06-01
www.deccanherald.com
2026-06-01
Deccan Herald
Bengaluru: Semiconductors are evolving from standalone components into tightly integrated systems that underpin the digital economy. This structural shift presents a timely opportunity for India to leapfrog legacy stages and position itself as a competitive force across critical segments of the global semiconductor supply chain, said NITI Aayog in its report ‘Future of India’s Semiconductor Indust
2026-06-01
www.reuters.com
2026-06-01
Reuters
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2026-06-01
www.newelectronics.co.uk
2026-06-01
New Electronics
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Neil Tyler
01 Jun 2026
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Siemens and Samsung Foundry expand collaboration on advanced semiconductor design
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Siemens Digital Industries Software and Samsung Foundry have extended their collaboration to support advanced semiconductor design and manuf
2026-06-01
www.newelectronics.co.uk
2026-06-01
New Electronics
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Neil Tyler
01 Jun 2026
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Cadence embraces AI to accelerate PCB and system development
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Artificial intelligence has become a central element of Cadence Design Systems’ broader ‘Intelligent System Design’ strategy, reflecting a shif
2026-06-01
www.benzinga.com
2026-06-01
Benzinga
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2026-06-01
nvidianews.nvidia.com
2026-06-01
NVIDIA Newsroom
News Summary:
Foxconn is expanding its strategic collaboration with NVIDIA to develop and deploy level 4-ready robotaxi fleets in Taiwan, beginning in Kaohsiung, with plans to scale across Asia.
VinFast is working with Autobrains to bring level 4 vehicles built on DRIVE Hyperion to the Southeast Asia market.
Uber will integrate several DRIVE Hyperion-powered autonomous vehicle fleets into its glo
2026-06-01
simplywall.st
2026-06-01
simplywall.st
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2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 15:15 PM EDT
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A Samsung flag flutters outside the company's Seocho building in Seoul on May 20, 2026. JUNG YEON-JE/AFP VIA GETTY IMAGES
A figure that has shaped South Korea's most contentious chipmaker labor dispute in years — that Samsung Electronics loses
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