Semiconductor News & Analysis Feed
22558 articles
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
wccftech.com
2026-05-31
Wccftech
Although CES 2026 was a massive disappointment for consumers, Computex 2026 looks to inject some much-needed excitement back into the beleaguered tech space.
In what is arguably the biggest consumer hardware launch of the year, Nvidia and ARM have already started teasing their highly anticipated N1X laptop chip, an APU based on the same GB10 chip used in the DGX Spark. Now, as Jensen prepares to
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) infrastructure spending has rocketed higher in recent years. Importantly, there are no signs of a slowdown in AI infrastructure spending.
This is great news for Micron Technology (
MU
+5.07%
), which provides a critical component that helps chips used for running AI applications unlock their full potential. In fact, a recent report suggests that massive investments in
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, Rides
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom
30.05.2026 - 22:32:01 | boerse-global.de
German chipmaker's shares hit €81.81, up 113% YTD, driven by AI data center power chips and emerging humanoid robot demand. Analysts raise targets, new €5B fab opens July 2026.
Infineon Rides Twin AI Waves as Robot Revolution Joins Data Center Boom - Foto: über boerse-
2026-05-31
www.servethehome.com
2026-05-31
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2026-05-31
www.servethehome.com
2026-05-31
ServeTheHome
Forums
AI
Server
Server Systems
Server CPUs
Accelerators
Server Motherboards
Server Chassis
Other Components
5G Edge
Storage
Networking
Workstation
Workstation Processors
Workstation Motherboards
Software
Operating Systems
Server Applications
Virtualization
Guides
Buyer’s Guides
Tips
Top Hardware Components for TrueNAS / FreeNAS NAS Servers
Top Hardware Components for pfSense Appliances
Top
2026-05-31
simplywall.st
2026-05-31
simplywall.st
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
techxplore.com
2026-05-31
Tech Xplore
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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
www.ig.com
2026-05-31
ig.com
CFDs are leveraged products. CFD trading may not be suitable for everyone and can result in losses that exceed your deposits, so please consider our Risk Disclosure Notice and ensure that you fully understand the risks involved. 78% of retail investor accounts lose money when trading CFDs and 3.54% of retail investor accounts had positions closed due to margin call, over the last 12 months.
Nvidi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
simplywall.st
2026-05-31
simplywall.st
__fail__
2026-05-31
news.google.com
2026-05-31
Insider Monkey
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-31
www.aol.com
2026-05-31
AOL.com
Prediction: Here's How Much Micron Stock Will Be Worth in 2 Years
ADAM LEVY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:44 AM GMT+8
0
Key Points
Micron's earnings have soared as demand for memory chips far outstrips supply.
Micron and its competitors have big plans to build out more production capacity over the next two years.
The memory chip market is notoriously cyclical.
10 stocks we like bette
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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