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2026-05-26
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2026-05-26
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
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2026-05-26
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2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell.
That's not Nvidia's fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it's be
2026-05-26
koreajoongangdaily.joins.com
2026-05-26
Korea JoongAng Daily
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2026-05-26
www.techtimes.com
2026-05-26
Tech Times
By Allen Lee
Published: May 25 2026, 16:47 PM EDT
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Samsung and SK Hynix GETTY IMAGES
Samsung Electronics and its labor union reached a tentative wage agreement on May 20, 2026, averting an 18-day strike by approximately 48,000 workers at the world's largest memory chipmaker — but the deal has t
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
en.clickpetroleoegas.com.br
2026-05-26
CPG Click Petróleo e Gás
4 min of reading
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Prohibited by the United States from purchasing EUV lithography machines that make modern chips, Huawei revealed the Tau Law and promises a Kirin 53% denser this fall using a technique that completely dispenses with the technology that China cannot import.
Written by
Douglas Avila
Published on
25/05/2026 at 17:13
Science and Technology
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2026-05-26
finance.yahoo.com
2026-05-26
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Shares of Micron Technology (
MU
1.23%
) have been surging in the past year, and the company, which sells memory and storage products, has a valuation that may still not look all that expensive given ongoing product shortages. Memory is in high demand, and that has enabled the business to generate robust results, with not only sales volumes rising significantly but Micron being able to raise price
2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding
2026-05-26
www.ibtimes.com
2026-05-26
International Business Times
By
Merin Rebecca Thomas
Published 05/25/26 AT 3:55 PM EDT
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The company framed the development as part of a broader effort to strengthen China's domestic semiconductor supply chain amid ongoing technology controls imposed by Washington. HUAWEI
Huawei has said it has developed a new chip design approach it cla
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineon’s, Trifecta
Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition
25.05.2026 - 21:51:36 | boerse-global.de
Infineon stock hits 52-week high after ITC bans Chinese rival for GaN patent infringement; AI data center revenue projected to reach €2.5B, alongside €91M EU power semiconductor project.
Infineon’s Trifecta: A GaN Patent Vic
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Investors historically reaped gains from Nvidia primarily through share price appreciation.
The company's decision to raise its dividend could be a sign that it wants to welcome a new cohort of investors beyond those seeking artificial intelligence (AI)-driven growth.
Nvidia's dividend is now at a level that should appeal to value funds, endowments, and pension funds.
10 stocks we l
2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
AMD's Zen 7 'Grimlock' CPUs will reportedly utilize TSMC's 1.4nm 'A14' node and advanced packaging
The company is also looking to integrate Powertech's FOPLP advanced packaging technology into the Zen 7 architecture, along with next-gen 3D V-Cache.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 25, 2026 2:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: AMD is preparing its Zen 7 "Grim
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
During its fiscal first-quarter 2027 earnings release, Nvidia (
NVDA
1.86%
) announced that it would be increasing its quarterly dividend from $0.01 to $0.25 per share. All shareholders on record as of June 4 will be eligible for the increase.
I see this move as a deliberate evolution in Nvidia's capital-allocation playbook. For the last few years, the company has been the archetype of hypergrowt
2026-05-26
www.newelectronics.co.uk
2026-05-26
New Electronics
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Neil Tyler
26 May 2026
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