Semiconductor News & Analysis Feed

7014 articles

2026-07-06

Nvidia CEO Jensen Huang Highlighted a New AI Bottleneck. 3 AI Stocks That Could Benefit. - The Motley Fool

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news.google.com 2026-07-06 The Motley Fool

2026-07-06

SemiAnalysis again broke news ahead of market open: NVIDIA's Kyber NVL144 rack is delayed by over 12 months due to 'difficulties in manufacturing the PCB midplane.' - Moomoo

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news.google.com 2026-07-06 Moomoo

2026-07-06

Meta's AI cloud idea underscores a search for returns, not an AI retreat

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digitimes.com 2026-07-06

Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow

2026-07-06

China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

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digitimes.com 2026-07-06

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing architecture, high-end talent, and ecosystem control.

2026-07-06

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - AOL.com

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news.google.com 2026-07-06 AOL.com

2026-07-06

Micron stock investors just got good news from Wall Street and Nvidia CEO Jensen Huang - MSN

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news.google.com 2026-07-06 MSN

2026-07-06

Nvidia stock is down 13% over the last month. Here's why that could be good news. - MSN

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news.google.com 2026-07-06 MSN