Semiconductor News & Analysis Feed
4140 articles
2026-06-02
www.msn.com
2026-06-02
MSN
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.msn.com
2026-06-02
MSN
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Micron (
MU
+6.46%
) is benefiting from one of AI's most important bottlenecks: memory. With high-bandwidth memory supply all but sold out through 2027, and earnings estimates rising, the stock could keep gaining if investors continue to revalue it as core AI infrastructure instead of a cyclical memory company.
Stock prices used were the market prices of May 21, 2026. The video was published on M
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
eetimes.com
2026-06-02
Kevin Zhang said 3D integration is important, but transistor scaling remains the semiconductor industry's primary driver of performance and energy-efficiency gains.
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
Key Points
Cathie Wood is known for making big bets on the future.
Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker.
Cerebras Systems just went public, and it's challenging the traditional semiconductor industry.
10 stocks we like better than Cerebras Systems ›
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Advanced Micro Devices, Cathie Wood just added Cerebras Systems (
CBRS
10.01%
) into the Ark Invest universe.
Cerebras, known for its large chips the size of a dinner plate, had its initial public offering (IPO) on May 14. Wood quickly added shares to both the Ark Innovation ETF and Ark Next Generation Internet ET
2026-06-02
www.pymnts.com
2026-06-02
PYMNTS.com
Nvidia and Microsoft Bet the PC Can Beat the Cloud
BY PYMNTS | JUNE 1, 2026
|
For years, enterprise artificial intelligence has lived in the cloud.
Employees typed prompts into browser windows, queries traveled to data centers and responses came back. That model suited hyperscalers. It suited corporate IT and security teams less.
Nvidia and Microsoft moved to change that at GTC Tapei, un
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-01
news.google.com
2026-06-01
24/7 Wall St.
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.specchemonline.com
2026-06-01
Speciality Chemicals Magazine
Feature article - America’s semiconductor facilities are being built: The speciality chemical supply chains that feed them are not
1st June 2026
Submitted by:
Andrew Warmington
The CHIPS Act has created the largest demand signal for speciality chemicals in a generation. Whether your company captures it is an operational question, not a chemistry one, says Stephen Ottley, managing director and h
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-06-01
www.cnbc.com
2026-06-01
CNBC
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