Semiconductor News & Analysis Feed
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2026-05-31
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2026-05-31
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Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:50 PM GMT+8
0
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
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2026-05-31
Gulf Business
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2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027, which keeps the entire industry on track to achieve a massive $3 trillion to $4 trillion annual spend by 2030. That's a huge growth prediction, but Nvidia is already probably receiving orders for 2027 products that allow it to back this projectio
2026-05-31
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2026-05-31
AD HOC NEWS
2026-05-31
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2026-05-31
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2026-05-31
www.chosun.com
2026-05-31
조선일보
By Choi Eun-kyung
Published 2026.05.31. 13:24
Kwak Noh-jung, SK Hynix CEO, speaks at the '2026 Co-prosperity Council Regular General Meeting' held at the Grand Walkerhill in Gwangjin-gu, Seoul on the 20th. /Courtesy of SK Hynix
Amid Samsung Electronics and SK Hynix stock prices surpassing 300,000 Korean won and 2,000,000 Korean won respectively, it was found that some executives' company stock r
2026-05-31
www.indexbox.io
2026-05-31
IndexBox
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According to the latest IndexBox report on the global Carbon Tetrafluoride market, the market enters 2026 with broader demand fundamentals, more disciplined procurement behavior, and a more regionally diversified supply architecture.
The global Carbon Tetrafluoride (CF4) market is positioned fo
2026-05-31
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2026-05-31
Moomoo
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2026-05-31
www.chosun.com
2026-05-31
조선일보
By Kwak Chang-yeol
Published 2026.05.31. 11:28
Updated 2026.05.31. 13:41
ChatGPT
On the 27th, the Korean stock market saw a polarization of capital inflows between Samsung Electronics and SK Hynix in the single-stock leveraged ETF market. A total of 16 leveraged products—8 each for Samsung Electronics and SK Hynix—were simultaneously listed, but the majority of trading volume concentrated on SK
2026-05-31
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2026-05-31
Mshale
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2026-05-31
Notebookcheck
The Yoga Pro 7 has previously been available with an Intel chip and in an AMD variant, but a new 15.3-inch version with an ARM APU produced by Nvidia and MediaTek is coming soon, as a new retailer leak discovered by WinFuture reveals. This once again reinforces that Nvidia CEO Jensen Huang will not only talk about AI in the early morning hours of June 1, 2026, when opening this year’s Computex. Wi
2026-05-31
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2026-05-31
Moomoo
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2026-05-31
digitimes.com
2026-05-31
Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-31
www.digitimes.com
2026-05-31
digitimes
Nvidia, Microsoft and Arm posted identical messages on X on Friday, each displaying the words "A New Era of PC" alongside the geographic coordinates of Taipei — a coordinated tease that has sent the market speculating about what the three companies plan to...
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