Semiconductor News & Analysis Feed
162 articles
2026-06-02
www.cnbc.com
2026-06-02
CNBC
Nvidia's
CEO Jensen Huang hailed Marvell Technology
as the next trillion-dollar firm, sending its shares up 32.52% on Tuesday.
The stock move is Marvell's biggest one-day gain ever, narrowly topping its previous best set in May 2023.
The semiconductor firm, which designs chips for data centers, soared after Huang touted the company's efforts in supplying the AI infrastructure build-out during
2026-06-02
www.derrynow.com
2026-06-02
Derry Now
www.derrynow.com
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
At first glance, I expected the S&P 500 (
^GSPC
+0.26%
) and Nasdaq Composite (
^IXIC
+0.42%
) indexes to soar today. Nvidia (
NVDA
+6.26%
) is up by 5.1% at 12:44 p.m. ET, and that kind of move is usually enough to drive substantial boosts to the cap-weighted indexes. After all, Nvidia accounts for 7.8% of the S&P 500's total score and 11.2% of the Nasdaq Composite's.
Instead, the gains are mode
2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
Cadence Design Systems (CDNS) is up 8.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a major product/partner announcement around agentic AI for semiconductor design and verification. Investors likely viewed the launch as strengthening Cadence’s positioning in AI-driven EDA workflows and deepening strategic alignment with NVIDIA.
2026-06-02
www.investors.com
2026-06-02
Investor's Business Daily
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2026-06-01
siliconangle.com
2026-06-01
SiliconANGLE
Nvidia Corp. said early Monday at the Computex conference in Taipei that it’s gearing up the production of its forthcoming Vera Rubin platform, which is set to become the foundation of a new generation of artificial intelligence factories that will dominate the enterprise infrastructure story for years to come.
The company unveiled Vera Rubin for the first time in March at its annual GTC develope
2026-06-01
www.cnbc.com
2026-06-01
CNBC
Nvidia
has emerged as the world's most valuable company by dominating the market for AI chips in the data center. Now the company is expanding its prowess to chips that will serve as the main processor for personal computers, entering an arena that's long been ruled by Intel
, Advanced Micro Devices
, Qualcomm
and Apple
.
During a keynote address at Taiwan's Computex conference on Monday, Nvidi
2026-06-01
www.cnbc.com
2026-06-01
CNBC
Nvidia
has emerged as the world's most valuable company by dominating the market for artificial intelligence chips in the data center. Now the company is expanding its prowess to chips that will serve as the main processor for personal computers, entering an arena that's long been ruled by Intel
, Advanced Micro Devices
, Qualcomm
and Apple
.
During a keynote address at Taiwan's Computex confer
2026-06-01
nvidianews.nvidia.com
2026-06-01
NVIDIA Newsroom
News Summary:
NVIDIA Vera Rubin is ramping into full production, with Taiwan’s top server makers and global supply chain leaders manufacturing Vera Rubin-based systems at scale — fueling AI labs, cloud providers and hyperscalers to build tomorrow’s intelligence.
Vera Rubin delivers the POD-scale foundation for next-generation AI factories — with 10x agent throughput at scale compared with the pre
2026-06-01
nvidianews.nvidia.com
2026-06-01
NVIDIA Newsroom
May 31, 2026
NVIDIA Vera BlueField-4 STX Brings Agentic AI Storage Processing With In-Silicon Security
New and Enhanced NVIDIA DOCA Security Capabilities for Vera BlueField-4 STX Help Protect AI Agents, Context Memory and File-Based Data Access Directly in SiliconNews Summary: New and enhanced ...
Read Press Release
2026-06-01
www.thestreet.com
2026-06-01
thestreet.com
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2026-05-31
seekingalpha.com
2026-05-31
Seeking Alpha
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2026-05-31
seekingalpha.com
2026-05-31
Seeking Alpha
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2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-29
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-28
www.techinasia.com
2026-05-28
Tech in Asia
A member of The Business Times. Copyright © 2026 Tech in Asia. All Rights Reserved.
Synopsys, a US-based electronic design automation software company, said on May 27 that fiscal second-quarter 2026 revenue rose about 42% year on year to US$2.276 billion.
It also raised its full-year outlook, citing continued demand across its business.
Net income under US generally accepted accounting principl
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron jumps 16% after UBS triples price target to $1,625 on AI memory demand
UBS analyst Timothy Arcuri tripled his Micron price target, citing long-term supply agreements and AI-driven demand for hi
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
Navitas Semiconductor Corporation (NVTS) is up 10.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven more by momentum and positioning than by a single fresh fundamental headline. Recent SEC disclosures that cleaned up legacy SPAC-related earnout/share terms, combined with the stock’s elevated short interest, may have helped accel
2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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