Semiconductor News & Analysis Feed

20 articles
2026-09-03
finance.yahoo.com 2026-09-03
GlobalFoundries and Navitas Semiconductor announced the first U.S. shipments of advanced GaNFast power chips, marking a significant step in the U.S. semiconductor supply chain strategy. These chips, produced at GlobalFoundries' Vermont facility, target AI data centers, industrial power systems, and
2026-09-03
seekingalpha.com 2026-09-03
2026-09-03
seekingalpha.com 2026-09-03
2026-09-02
finance.yahoo.com 2026-09-02
On September 2, 2026, NVIDIA adjusted its long-term revenue growth outlook after its second-quarter earnings report, aiming to counter what it perceived as overly conservative estimates from Wall Street. The company projected a 70% revenue growth for fiscal year 2028, significantly higher than the 4
2026-09-02
ca.finance.yahoo.com 2026-09-02
NVIDIA adjusted its long-term revenue growth outlook after its second-quarter earnings report, signaling dissatisfaction with Wall Street estimates. The company projected a 70% revenue growth for fiscal year 2028, significantly higher than the 45% consensus forecast. This bold projection stems from
2026-09-02
cryptobriefing.com 2026-09-02
Following receipt of funding under the U.S. CHIPS Act, both Micron Technology and SK Hynix have emerged as stronger players in the semiconductor industry. Micron secured up to $6.44 billion in direct subsidies and increased its U.S. capital expenditure commitment to over $250 billion through 2035. I
2026-09-02
www.advisorperspectives.com 2026-09-02
The US growth stock market is undergoing a profound transformation driven by the semiconductor industry, fundamentally reshaping investment risk landscapes. This trend is redefining portfolio construction logic and forcing investors to reassess risk-return balances. With continuous breakthroughs in
2026-09-02
www.digitimes.com 2026-09-02
Samsung Electronics and SK Hynix significantly increased their inventory levels in the first half of 2026 compared to six months earlier, an unusual trend in the memory market where demand continues to strain supply. This inventory buildup contrasts with typical market behavior during supply-constra
2026-09-02
www.briefs.co 2026-09-02
2026-09-02
www.theinformation.com 2026-09-02
2026-09-02
www.thurrott.com 2026-09-02
NVIDIA is set to launch its latest graphics technology, DLSS 5, on September 3, initially supporting RTX 50 Series GPUs and GeForce Now cloud gaming service. DLSS 5 leverages AI-powered neural rendering to achieve photorealistic visuals closer to Hollywood standards, combining 3D-guided neural rende
2026-09-01
eetimes.com 2026-09-01
This article explores the application of opportunity charging in motive power systems, highlighting the key advantage of lithium-ion (Li-ion) batteries over lead-acid batteries in fast-charging capabilities. Due to their chemical properties, Li-ion batteries can be rapidly charged without compromisi
2026-09-01
tomshardware.com 2026-09-01
NVIDIA has confirmed that its controversial DLSS 5 technology will launch on September 3, with NBA2K27 as the first supported title. The new feature will be available across all RTX 50 Series GPUs, laptops, and GeForce NOW. DLSS 5 introduces a 3D-guided Neural Rendering AI model designed to enhance
2026-09-01
www.tomshardware.com 2026-09-01
NVIDIA has confirmed that its controversial DLSS 5 technology will launch on September 3, debuting in the upcoming game NBA2K27. This new feature, based on 3D-guided Neural Rendering, aims to enhance visual realism by accurately simulating lighting effects such as light passing through hair and skin
2026-09-01
www.streetinsider.com 2026-09-01
2026-09-01
markets.businessinsider.com 2026-09-01
2026-09-01
corporate.lowes.com 2026-09-01
The Lowe’s Foundation has launched the Building Futures Skilled Trades Coalition, the largest cross-sector skilled trades alliance in U.S. history, in partnership with companies such as NVIDIA, AT&T, Bank of America, Carrier, General Motors, DEWALT, and Duke Energy. The coalition aims to train and d
2026-09-01
www.manilatimes.net 2026-09-01
Navitas and GlobalFoundries have announced a strategic partnership to deliver the next generation of GaNFast™ technology, manufactured in the U.S., to accelerate AI infrastructure and critical national security applications. This collaboration marks a significant step in strengthening the domestic G
2026-09-01
news.google.com 2026-09-01
2026-09-01
www.prnewswire.com 2026-09-01