Semiconductor News & Analysis Feed
23472 articles
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
AMD's valuation needs to rise 24% to join Micron, Broadcom, TSMC, Microsoft, Apple, and Nvidia as the seventh tech stock in the $1 trillion club.
ASML's highly advanced machines are equipped to handle the manufacturing requirements of next-generation chips.
ASML has an expensive valuation, but earnings growth should take it above $1 trillion in the coming years.
10 stocks we like be
2026-05-30
www.ad-hoc-news.de
2026-05-30
AD HOC NEWS
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2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
finimize.com
2026-05-30
Finimize
Axios says new Surface and Dell laptops could debut at Computex, with Nvidia chips acting as the main processor.
Microsoft and Nvidia are expected to unveil Windows PCs that use an Nvidia chip as the main processor next week, with possible Surface and Dell launches around Computex in Taiwan and Microsoft’s Build conference, according to Axios.
If the report holds, it would mark a real change in
2026-05-30
tomshardware.com
2026-05-30
Kunal Khullar
Intel's next-generation 12V-only PSU standard reportedly adds PMBus support, smaller connectors, and improved power efficiency.
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps.
There are 11 companies with market caps over $1 trillion, and five of them are U.S. tech stocks. Micron Technology officially joined the $1 trillion club on May 26, while Eli Lilly, Walmart, and Samsung Electronics have all been in the club but ar
2026-05-30
www.msn.com
2026-05-30
MSN
Micron Technology (MU) has drawn a couple of bearish views on Seeking Alpha this week even as the semiconductor firm became the latest entrant to the elite list of U.S. firms with over $1T market capitalization on Tuesday. However, despite its more than 10-fold rally over the past 12 months, Boise, Idaho-based Micron (MU) continues to command an overall bullish view among SA analysts.
The Bulls
2026-05-30
news.az
2026-05-30
Latest news from Azerbaijan
Nvidia and Microsoft are expected next week to launch the first Windows OS computers featuring Nvidia’s chips as the main processor, Axios reported on Saturday, citing sources.
Nvidia-powered computers are expected both from Microsoft's Surface brand as well as other computer makers including Dell, News.Az reports, citing The Star.
Reuters could not immediately verify the report. Microsof
2026-05-30
tomshardware.com
2026-05-30
Hassam Nasir
A true flagship in every way.
2026-05-30
www.investing.com
2026-05-30
Investing.com
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2026-05-30
wccftech.com
2026-05-30
Wccftech
ACER is showcasing its latest budget and enthusiast laptops at Computex, featuring Intel, AMD, and Qualcomm options.
Major PC players are quickly moving to offer competition against the MacBook Neo, which has caused a disruption in the mainstream segment with its attractive $599 price point and a premium build quality. It has seen an incredible response from consumers, and multiple PC OEMs are no
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.gurufocus.com
2026-05-30
GuruFocus
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2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Nvidia's impressive earnings growth indicates that the stock is currently undervalued.
The company's focus on expanding into new AI niches will help it grow at a significantly faster pace than the broader market.
10 stocks we like better than Nvidia ›
Shares of Nvidia(NASDAQ: NVDA) have appreciated 58% over the past year. While that's an impressive jump, the stock's returns fade in
2026-05-30
www.cnbc.com
2026-05-30
CNBC
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2026-05-30
www.cnbc.com
2026-05-30
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-05-30
realinvestmentadvice.com
2026-05-30
Real Investment Advice
NEWSLETTER
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www.investing.com
2026-05-30
Investing.com
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2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
News
By Luke James published 13 minutes ago
New CEO says in-house parts give a cost edge.
(Image credit: ASML)
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