Semiconductor News & Analysis Feed

NVIDIA maintains a dominant position in the AI accelerator market, with its Q2 FY2027 revenue soaring 106% YoY to $96.2 billion. Management expects 70% YoY revenue growth in FY2028. Beyond GPUs, NVIDIA is expanding into CPUs, networking, and other components of AI data centers, increasing its revenu

After five years covering the semiconductor industry, NVIDIA stands out as the top pick heading into 2027. The company maintains a dominant position in the AI accelerator market, with Q2 FY2027 revenue soaring 106% year-over-year to $96.2 billion. Management forecasts a 70% YoY revenue growth in FY2

After five years covering semiconductor stocks, analyst Manali Pradhan ranks Nvidia as her top pick heading into 2027. Nvidia dominates the AI accelerator market, with Q2 fiscal 2027 revenue up 106% year-over-year to $96.2 billion. Management forecasts 70% YoY revenue growth in fiscal 2028. Beyond G

After five years covering semiconductor stocks, the author identifies NVIDIA as the top pick heading into 2027. NVIDIA dominates the AI accelerator market, with Q2 fiscal 2027 revenue up 106% year-over-year to $96.2 billion, and expects 70% YoY growth in fiscal 2028. Beyond GPUs, the company has exp

After five years covering semiconductor stocks, the author identifies NVIDIA as the top pick heading into 2027. Despite its massive scale, NVIDIA maintains a dominant position in the AI accelerator market, with Q2 FY2027 revenue up 106% year-over-year to $96.2 billion. Management expects 70% YoY rev