Semiconductor News & Analysis Feed
22551 articles
2026-06-01
www.techtimes.com
2026-06-01
Tech Times
By Allen Lee
Published: May 31 2026, 13:21 PM EDT
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TAYLOR, TEXAS - APRIL 16: A general view of the Samsung Austin Semiconductor plant on April 16, 2024 in Taylor, Texas. The U.S. has awarded Samsung $6.4 billion to support the company's chip manufacturing plant in Taylor, Texas in an effort to h
2026-06-01
mshale.com
2026-06-01
Mshale
mshale.com
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2026-06-01
247wallst.com
2026-06-01
24/7 Wall St.
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2026-06-01
www.aol.com
2026-06-01
AOL.com
Missed Out on Nvidia? Here's 1 AI Stock You Can Buy Right Now.
BRETT SCHAFER, THE MOTLEY FOOL
Mon, June 1, 2026 at 12:50 AM GMT+8
1
Key Points
Coupang is an e-commerce company that dominates the South Korean market
The company has many AI initiatives and is expanding aggressively into Taiwan.
The stock looks cheap for any investor with a time horizon longer than a year.
10 stocks we like bette
2026-06-01
www.ad-hoc-news.de
2026-06-01
AD HOC NEWS
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Sitting here today, with stocks like Micron Technology zooming past a $1 trillion market cap and delivering 10x gains in a year, can make you feel like there is no opportunity left to buy artificial intelligence (AI) stocks. Stocks like Nvidia have been soaring for the last few years, and now trade at premium valuations with major downside risks if the AI spending boom peters out.
What if I told
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Cerebras and Nvidia are both using SRAM in their inference chips.
However, Cerebras is making massive-sized chips, while Nvidia has incorporated normal-sized LPUs into its chip ecosystem.
10 stocks we like better than Cerebras Systems ›
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the much larger market.
While LLM training is compute-heavy and more technically challenging, inference tends to be memory-centric and needs to be more cost-efficient given that it's an ongoing process. Traditionally, graphics processing units (GPUs) and
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.chosun.com
2026-05-31
조선일보
By Rora Oh,
Park Ji-min
Published 2026.06.01. 00:47
Updated 2026.06.01. 06:23
SK Hynix, left, Samsung Electronics headquarters. /Yonhap
Samsung Electronics and SK Hynix, which have experienced unprecedented prosperity due to the AI (artificial intelligence) boom, are showing signs of being drawn into a vicious cycle of a "compensation chicken game." When employees voice dissatisfaction, asking,
2026-05-31
www.tomshardware.com
2026-05-31
Tom's Hardware
PC Components CPUs
Nvidia's long-awaited N1/N1X SoC specs leak ahead of Computex launch — N1 to feature up to 20 Arm-based cores, standard N1 equipped with 12- and 10-core configs
News
By Hassam Nasir published 9 hours ago
The top-end N1X SKU is essentially a rebranded GB10.
(Image credit: Nvidia)
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2026-05-31
tomshardware.com
2026-05-31
Hassam Nasir
The top-end N1X SKU is essentially a rebranded GB10.
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Park Ji-min
Published 2026.06.01. 00:34
NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at the company's annual conference 'GTC 2026' in March last year. /AFP-Yonhap
NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th of last month (local time) that NVIDIA plans to
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
www.gurufocus.com
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, High-Stakes
Infineon’s High-Stakes Makeover Fuels Analyst Upgrades and a Record Share Run
31.05.2026 - 17:22:58 | boerse-global.de
Infineon surges 113% YTD as Morgan Stanley and Deutsche Bank raise price targets above €90, fueled by AI-driven power semiconductor demand and a structural shift in data center energy management.
Infineon’s High-Stakes Makeover Fuels Analyst Upgrades and
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.thurrott.com
2026-05-31
Thurrott.com
Multiple leaks point to a Monday reveal of new Nvidia chipsets that will power Windows 11 on Arm-based PCs this year. Nvidia has allegedly created multiple chipset tiers, and Dell, Microsoft, and other hardware makers will allegedly announce new PCs, all timed for the opening day of the Computex conference in Taiwan.
Rumors about Nvidia’s re-entry into PC chipsets–the firm powered the first Arm-b
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.barchart.com
2026-05-31
Barchart.com
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