Semiconductor News & Analysis Feed
20 articles
2026-10-02
finance.yahoo.com
2026-10-02
2026-10-01
finance.yahoo.com
2026-10-01
2026-09-30
ca.finance.yahoo.com
2026-09-30
2026-09-30
www.tweaktown.com
2026-09-30
2026-09-28
news.google.com
2026-09-28
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-18
2026-09-17
www.japantimes.co.jp
2026-09-17
2026-09-17
www.bloomberg.com
2026-09-17
2026-09-16
www.israelhayom.com
2026-09-16
2026-09-16
2026-09-16
2026-09-12
www.fool.com
2026-09-12
In 2025, NVIDIA became the first company to reach a $5 trillion market cap as the artificial intelligence (AI) boom propelled its business to new heights. Its stock has surged 1,390% since the AI wave began in January 2023, and it remains the world's most valuable company today. In 2026, Micron Tech
2026-09-12
www.theglobeandmail.com
2026-09-12
This article analyzes whether Micron Technology has the potential to become the next NVIDIA. It highlights that NVIDIA dominates the AI infrastructure market through its full-stack computing ecosystem, which includes differentiated hardware and software, offering strong pricing power and user lock-i
2026-09-12
finance.yahoo.com
2026-09-12
2026-09-12
2026-09-11
www.thestreet.com
2026-09-11
2026-09-10
www.forbes.com
2026-09-10
2026-09-03
seekingalpha.com
2026-09-03
NVIDIA delivered another strong quarterly performance in Q2 2026, despite growing competition from other Big Tech firms in custom silicon. The company's earnings call highlighted improvements in revenue per watt of deployed AI infrastructure, underscoring its efficiency gains. NVIDIA raised its FY28
2026-09-03
beth-kindig.medium.com
2026-09-03
NVIDIA delivered another strong quarterly performance in Q2 2026, despite an anticipated decline in its AI accelerator market share from around 90% to approximately 70% by end-2026. The company shifted investor focus by highlighting robust growth in sovereign AI, regional AI, neoclouds, and enterpri