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102 articles
Trending Companies
NVIDIA284 TSMC118 AMD69 Intel69 SK Hynix59 Micron Technology57 Microsoft50 OpenAI40 Texas Instruments38 Samsung37 Micron37 Meta36 Anthropic36 Qualcomm29 ASML28
Trending Technologies
EUV199 3nm165 AI83 AI chips62 GPU57 HBM49 DRAM45 2nm29 AI infrastructure26 memory chips26 AI models22 data center19 CPU18 HBM417 AI chip16
2026-05-29
Lumentum: An AI Networking Stock That Beat Nvidia By 7X YTD For Returns Of 135% YTD (LITE) - Seeking Alpha
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seekingalpha.com 2026-05-29 Seeking Alpha
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2026-05-29
SK Hynix, Micron Join Elite Trillion-Dollar Valuation - Investing News Network
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investingnews.com 2026-05-29 Investing News Network
An acute shortage of high-bandwidth memory (HBM) chips required to power advanced AI computing engines have driven the valuations of some of the industry's biggest manufacturers. Chipmakers SK Hynix (KRX:000660,OTC Pink:HXSCL) and Micron Technology (NASDAQ:MU) have crossed the US$1 trillion market valuation threshold, joining market leader Samsung Electronics (KRX:005930) in an elite tier of manu
High-bandwidth memoryAI infrastructureSemiconductor manufacturingMarket valuationDRAM chipsAI computing enginesChip shortageSemiconductor industry trends
2026-05-28
Micron joins elite group, crosses $1 trillion mark in market value - Idaho Statesman
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news.google.com 2026-05-28 Idaho Statesman
2026-05-27
Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
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digitimes.com 2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-26
WIN Semiconductors bets on optical and satellite communications growth
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digitimes.com 2026-05-26
Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of WIN Semiconductors, said the company is actively advancing a range of products, including driver ICs, continuous-wave (CW) lasers, and photodiodes, while also ramping up capacity in anticipation of growing demand from next-generation networks.
2026-05-23
GCT Semiconductor (GCTS) Is Up 85.2% After 5G Chipset Sales Surge And Satellite Deal - What's Changed - Yahoo Finance
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finance.yahoo.com 2026-05-23 Yahoo Finance
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2026-05-23
GCT Semiconductor (GCTS) Is Up 85.2% After Rapid 5G Chipset Revenue Jump And New Satellite Deal - simplywall.st
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simplywall.st 2026-05-23 simplywall.st
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2026-05-23
Lumentum: Market Is Missing What Nvidia's Q1 Just Confirmed (NASDAQ:LITE) - Seeking Alpha
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seekingalpha.com 2026-05-23 Seeking Alpha
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2026-05-22
A Look At GCT Semiconductor Holding (GCTS) Valuation After 5G Growth And Satellite Agreement News - Yahoo Finance
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finance.yahoo.com 2026-05-22 Yahoo Finance
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2026-05-19
Assessing GCT Semiconductor Holding (GCTS) Valuation After New Satellite Reference Platform Agreement - simplywall.st
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simplywall.st 2026-05-19 simplywall.st
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2026-05-19
NVIDIA Corporation (NVDA): Mark Cuban Highlights Importance of AI Literacy - Yahoo Finance
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finance.yahoo.com 2026-05-19 Yahoo Finance
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2026-05-16
Why Lumentum (LITE) Is Up 7.4% After NVIDIA’s $2 Billion AI Bet And Nasdaq-100 Entry - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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2026-05-14
2nm SoC in ChatGPT-powered AI phone to beat iPhone 18 Pro’s A20 Pro, Galaxy S27 Ultra’s Snapdragon 8 Elite Gen 6 in GPU - Notebookcheck
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www.notebookcheck.net 2026-05-14 Notebookcheck
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2026-05-12
Lumentum: Nvidia Doesn't Write $2B Checks For Fun (NASDAQ:LITE) - Seeking Alpha
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seekingalpha.com 2026-05-12 Seeking Alpha
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2026-05-11
Sony and TSMC hook up for fab-lite - Electronics Weekly
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www.electronicsweekly.com 2026-05-11 Electronics Weekly
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2026-05-09
Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - AOL.com
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www.aol.com 2026-05-09 AOL.com
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2026-05-09
Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - Yahoo Finance
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finance.yahoo.com 2026-05-09 Yahoo Finance
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2026-05-09
Meet the Super Semiconductor Stock Obliterating Nvidia, AMD, and Broadcom Right Now - The Motley Fool
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www.fool.com 2026-05-09 The Motley Fool
Semiconductor stocks have been at the heart of the artificial intelligence (AI) boom. That's because the chips and equipment are necessary to handle the massive computing power needed for AI workloads.Chipmakers likeNvidia,Broadcom, andAMD, to name a few, have been juggernauts over the past several years, but they have come back to Earth a bit in 2026. For the most part, that's due more to their u
Semiconductor stocksArtificial Intelligence chipsAI computingChip testing equipmentSemiconductor industryMarket performanceInvestment analysisFinancial reports
2026-05-06
Lumentum Holdings (LITE) Valuation Check After Strong Q3 Earnings And New NVIDIA AI Partnership - simplywall.st
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simplywall.st 2026-05-06 simplywall.st
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2026-05-06
Samsung Hits $1 Trillion Valuation, Joining TSMC in Elite Club - Bloomberg.com
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www.bloomberg.com 2026-05-06 Bloomberg.com
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