Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

6214 articles
Trending Companies
NVIDIA241 TSMC150 AMD61 Micron Technology53 SK Hynix52 Intel49 Micron48 Huawei48 Samsung Electronics45 UBS30 Apple29 Microsoft27 Samsung25 Qualcomm24 SK hynix20
Trending Technologies
EUV211 3nm190 AI73 HBM57 GPU54 AI chips47 LogicFolding37 DRAM31 memory chips31 CPU30 1.4nm25 Tau Scaling Law25 GaN20 semiconductor20 AI infrastructure20
2026-05-15
Nvidia (NVDA) Expected to Report Strong Earnings Amid Robust Dem - GuruFocus
0.85
www.gurufocus.com 2026-05-15 GuruFocus
__fail__
2026-05-15
Trade Tracker: Bill Baruch trims Nvidia - CNBC
0.92
www.cnbc.com 2026-05-15 CNBC
__fail__
2026-05-15
Will the AI Boom Upend the Chip Industry? - Center for European Policy Analysis (CEPA)
0.88
cepa.org 2026-05-15 Center for European Policy Analysis (CEPA)
__fail__
2026-05-15
The tech takeoff: Altimeter's Brad Gerstner on Nvidia, the Cerebras IPO and the future of AI - CNBC
0.9
www.cnbc.com 2026-05-15 CNBC
__fail__
2026-05-15
NVIDIA Wins. America Loses - 24/7 Wall St.
0.85
247wallst.com 2026-05-15 24/7 Wall St.
__fail__
2026-05-15
NVIDIA Wins. America Loses - Yahoo Finance
0.85
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
Should You Skip Micron for This AI Chip Stock Instead? - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
Artificial intelligence(AI) demand has shown little sign of slowing despite rising concerns around the sustainability of massive AI infrastructure spending.Image source: Getty ImagesMicron Technologyhas been one of the biggest beneficiaries of this trend. Shares of this memory player have soared by more than 810% in the past year. The company's revenue was up 196% year over year to $23.9 billion,
AI chipStorage infrastructureMicron TechnologyNVIDIAFlash storageSemiconductor industryArtificial intelligenceNAND flash
2026-05-15
British semiconductor giant Arm expanding in SW Austin - The Business Journals
0.8
www.bizjournals.com 2026-05-15 The Business Journals
__fail__
2026-05-15
Ansys Discovery and AMD Expand Access to High Performance Simulation for More Engineers and Designers - AMD
0.75
news.google.com 2026-05-15 AMD
__fail__
2026-05-15
Micron Is Up 698% in a Year. These 3 Stocks Under $15 Ride the Same AI Memory Wave Before Wall Street Notices - 24/7 Wall St.
0.92
247wallst.com 2026-05-15 24/7 Wall St.
__fail__
2026-05-15
Trump revamps stock portfolio, adding Nvidia and other AI names - Investing.com
0.95
www.investing.com 2026-05-15 Investing.com
__fail__
2026-05-15
Nvidia CEO Jensen Huang’s Net Worth Hits $200 Billion For First Time - Forbes
0.78
www.forbes.com 2026-05-15 Forbes
__fail__
2026-05-15
Semiconductor Supply Risks Rise as U.S. China Tensions Build - StoneX
0.8
www.stonex.com 2026-05-15 StoneX
__fail__
2026-05-15
Is Applied Materials (AMAT) One of the Unstoppable AI Stocks to Buy Now? - Yahoo Finance
0.95
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
Bank of America resets Nvidia stock price target for 2026 - thestreet.com
0.78
www.thestreet.com 2026-05-15 thestreet.com
__fail__
2026-05-15
Nvidia's $78 Billion Earnings Test Could Reveal the Real AI Demand Story - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
Nvidia(NVDA+4.36%)is heading into earnings with enormous AI momentum, a massive revenue guide, and investor expectations that may be harder to beat than the numbers themselves. The bull case still looks strong, but China pressure, Data Center demand, and management's outlook could decide whether the stock keeps climbing or finally hits resistance.Stock prices used were the market prices of May 8,
AI chipNVIDIASemiconductor industryEarnings analysisArtificial intelligenceData centerMarket expectationsInvestment strategy
2026-05-15
Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market? - 24/7 Wall St.
0.88
247wallst.com 2026-05-15 24/7 Wall St.
__fail__
2026-05-15
Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market? - Yahoo Finance
0.82
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
TSMC expects global chip revenue to hit US$1.5tn - Taipei Times
0.9
www.taipeitimes.com 2026-05-15 Taipei Times
__fail__
2026-05-14
Early Cerebras investor Steve Vassallo on competing with Nvidia - CNBC
0.85
www.cnbc.com 2026-05-14 CNBC
__fail__