Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

5982 articles
Trending Companies
NVIDIA185 TSMC115 AMD50 Intel41 Huawei36 Micron Technology34 Micron29 Samsung Electronics26 Apple24 SK Hynix22 Microsoft20 ASML19 Marvell Technology19 Broadcom18 UBS18
Trending Technologies
EUV160 3nm139 AI52 GPU44 AI chips37 HBM35 LogicFolding30 1.4nm24 CPU23 Tau Scaling Law22 DRAM19 semiconductor17 memory chips17 data centers15 AI infrastructure14
2026-05-15
Nvidia’s Future in China Remains Unclear After Trump-Xi Summit - The New York Times
0.85
www.nytimes.com 2026-05-15 The New York Times
__fail__
2026-05-15
Cerebras Isn't Just Challenging Nvidia — It's Challenging How AI Computing Works - Benzinga
0.9
www.benzinga.com 2026-05-15 Benzinga
__fail__
2026-05-15
Here are Friday's biggest analyst calls: Nvidia, Alphabet, Dell, Cisco, Netflix, Texas Roadhouse, J.M. Smucker & more - CNBC
0.65
news.google.com 2026-05-15 CNBC
__fail__
2026-05-15
Anthropic's CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here's Why Nvidia, Amazon, and Google Are All in Play - 24/7 Wall St.
0.88
247wallst.com 2026-05-15 24/7 Wall St.
__fail__
2026-05-15
SMIC Shuffles Capacity to Meet Higher Power and Analog Chip, and Advanced Packaging AI Demand - Morningstar
0.85
www.morningstar.com 2026-05-15 Morningstar
__fail__
2026-05-15
Needham raises Applied Materials stock price target to $530 on demand - Investing.com
0.95
www.investing.com 2026-05-15 Investing.com
__fail__
2026-05-15
Sony, TSMC sign agreement for next-generation image sensors - Evertiq
0.9
evertiq.com 2026-05-15 Evertiq
__fail__
2026-05-15
Applied Materials' 'solid' Q2, outlook sees bullish reactions from analysts - MSN
0.9
www.msn.com 2026-05-15 MSN
__fail__
2026-05-15
SK Hynix's HBM Output Is Spoken For Years in Advance as Clients Turn Co-Investors - AD HOC NEWS
0.95
www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
__fail__
2026-05-15
Is It Too Late to Buy Micron Technology Stock After Its 12-Month Gain of 700%? - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
Micron Technology(MU3.17%)is one of the world's leading suppliers of memory hardware for computers, smartphones, and data centers. The company is experiencing more demand than it can possibly supply for its data center high-bandwidth memory (HBM), which is a crucial component for running artificial intelligence (AI) workloads.As a result, Micron's revenue and earnings are growing at a lightning-fa
SemiconductorMemory ChipsAI ChipsData CenterHigh-Bandwidth MemoryMicron TechnologyNVIDIAMarket Growth
2026-05-15
High Bandwidth Memory (HBM) Market Expected to Reach USD 29.65 - openPR.com
0.88
www.openpr.com 2026-05-15 openPR.com
__fail__
2026-05-15
Jensen Huang made a very Jensen Huang pit stop during Trump's China trip - Business Insider
0.65
news.google.com 2026-05-15 Business Insider
__fail__
2026-05-15
TSMC Thinks The Chip Boom Is Just Getting Started - GuruFocus
0.95
www.gurufocus.com 2026-05-15 GuruFocus
__empty__
2026-05-15
Nvidia Stock Still Has Room to Run, Despite $5 Trillion Surge - GuruFocus
0.9
www.gurufocus.com 2026-05-15 GuruFocus
__fail__
2026-05-15
These Stocks Are Today’s Movers: Cerebras, Figma, Microsoft, Xanadu, Coinbase, Applied Materials, and More - Barron's
0.85
www.barrons.com 2026-05-15 Barron's
__fail__
2026-05-15
Micron Rally Puts Chip ETFs in Focus - GuruFocus
0.85
www.gurufocus.com 2026-05-15 GuruFocus
__fail__
2026-05-15
Applied Materials' solid Q2, outlook sees bullish views from analysts - Seeking Alpha
0.92
seekingalpha.com 2026-05-15 Seeking Alpha
__fail__
2026-05-15
Qualcomm stock gets harsh reality check after semiconductor rally - thestreet.com
0.85
www.thestreet.com 2026-05-15 thestreet.com
__fail__
2026-05-15
TSMC’s AI Windfall Is Pushing Apple Out, And Cupertino Is Turning To Intel’s 18A-P Before It Loses Bargaining Power - Wccftech
0.95
wccftech.com 2026-05-15 Wccftech
__fail__
2026-05-15
Micron (MU) & Sandisk (SNDK) Stocks May Still Be Cheap as ‘High-Bandwidth Memory Can Be Priced Ridiculously High’ - TipRanks
0.8
www.tipranks.com 2026-05-15 TipRanks
__fail__