Semiconductor News & Analysis Feed
7320 articles
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.makeuseof.com
2026-05-26
MakeUseOf
__fail__
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
Lenovo accidentally confirms it is working on laptops powered by NVIDIA's yet-to-be-announced N1X chip
N1X combines ARM CPU cores with a Blackwell GPU, potentially making it the first Windows ARM laptop chip that handles gaming without a discrete GPU.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 25, 2026 5:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: Lenovo's internal system refe
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this
2026-05-26
www.digitimes.com
2026-05-26
digitimes
Nvidia CEO Jensen Huang is pushing the company deeper into the CPU market, betting that the rise of agentic AI will create a new growth engine beyond the GPUs that made Nvidia the dominant supplier of AI computing hardware.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this
2026-05-26
www.aol.com
2026-05-26
AOL.com
The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030
CHRIS NEIGER, THE MOTLEY FOOL
Tue, May 26, 2026 at 6:20 AM GMT+8
0
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
www.servethehome.com
2026-05-26
ServeTheHome
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell.
That's not Nvidia's fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it's be
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.thestreet.com
2026-05-26
thestreet.com
__fail__
2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Investors historically reaped gains from Nvidia primarily through share price appreciation.
The company's decision to raise its dividend could be a sign that it wants to welcome a new cohort of investors beyond those seeking artificial intelligence (AI)-driven growth.
Nvidia's dividend is now at a level that should appeal to value funds, endowments, and pension funds.
10 stocks we l
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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