Semiconductor News & Analysis Feed
137 articles
2026-07-02
digitimes.com
2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-07-01
www.theglobeandmail.com
2026-07-01
The Globe and Mail
AUSTIN, Texas, July 01, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The semiconductor industry is in the middle of a historic reorientation. Vast sums of new investment capital are moving into American chip manufacturing, drawing Taiwan’s advanced production ecosystem progressively closer to North American customers, markets and growth opportunities. With artificial intelligence pushin
2026-06-30
www.moomoo.com
2026-06-30
Moomoo
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
NVIDIA (NVDA) CEO Says National Security Takes Priority Over Commercial Opportunity
Talha Qureshi
June 29, 2026 2 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Stocks That Will Make You Rich Over the Next 3 Years. On June 24, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang made clear that national security take
2026-06-29
eu.36kr.com
2026-06-29
36Kr
Semiconductor Equipment, New Opportunities
半导体行业观察
2026-06-29 12:11
The iteration of chip manufacturing processes has spawned new golden opportunities for the semiconductor equipment industry.
The sense of smell of capital always detects the industry trend first. Recently, Nearfield Instruments, a Dutch unicorn in the semiconductor metrology field, announced the completion of a Series D financing
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Nvidia's Next $1 Trillion Opportunity May Have Nothing to Do With GPUs
Adam Spatacco, The Motley Fool
June 28, 2026 4 min read
NVDA
+0.37%
Trade NVIDIA on Coinbase
Trading disclosure
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial in
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Shortly after the launch of ChatGPT in late November 2022, big tech hyperscalers realized that chipsets known as graphics processing units (GPUs) could be used to develop next-generation applications in artificial intelligence (AI). At the time, Nvidia (
NVDA
+0.38%
) had a first-mover advantage in the GPU landscape. As a result, the company's revenue skyrocketed to record levels seemingly overnig
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Micron Just Revealed a Massive Multi-Decade Growth Opportunity. It's Not AI Data Centers. It Might Be Even Bigger.
Keith Speights, The Motley Fool
June 28, 2026 4 min read
MU
+0.94%
NVDA
+0.37%
Explore stocks on Coinbase
Trading disclosure
Micron Technology's (NASDAQ: MU) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly upda
2026-06-28
www.fool.com
2026-06-28
The Motley Fool
Micron Technology's (
MU
+1.18%
) spectacular third-quarter earnings report last week shouldn't have surprised anyone. All the signs of a blowout quarterly update were in place well before the memory chipmaker announced its results. I predicted that the stock would soar after its Q3 update and was proven right -- but that didn't require Nostradamus-like prophetic skills.
There was more exciting n
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
__fail__
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Is Nvidia's (
NVDA
1.39%
) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the stock has been trending south. Nvidia's market cap recently dipped below $5 trillion, after peaking at above $5.5 trillion earlier this year. However, despite the market's skepticism, there remain excellent
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Nvidia's Market Cap Just Fell Below $5 Trillion. Here's Why It's a Buying Opportunity
Prosper Junior Bakiny, The Motley Fool
June 26, 2026 4 min read
NVDA
-1.39%
Trade NVIDIA on Coinbase
Trading disclosure
Is Nvidia's (NASDAQ: NVDA) incredible run finally over? Since the company released its latest earnings report -- for the first quarter of its fiscal year 2027, ending April 26 -- on May 20, the
2026-06-27
digitimes.com
2026-06-27
ShunSin, a Foxconn-affiliated packaging and testing company, held its 2026 annual general meeting, with chairman Shang-Yi Chiang presiding. Chiang said ShunSin will leverage its packaging, testing, and optoelectronic integration capabilities under Foxconn's "3+3+3" strategy to seize advanced packaging opportunities in AI optical communications.