Semiconductor News & Analysis Feed
20 articles
2026-09-16
www.moomoo.com
2026-09-16
2026-09-15
finance.biggo.com
2026-09-15
2026-08-26
www.businessinsider.com
2026-08-26
2026-08-24
news.google.com
2026-08-24
2026-08-19
www.benzinga.com
2026-08-19
2026-08-17
seekingalpha.com
2026-08-17
2026-08-12
futurumgroup.com
2026-08-12
NVIDIA has unveiled two key AI products—Nemotron 3.5 Lightning and NeMo Switchyard—aimed at optimizing model selection and execution in agentic workflows. Nemotron 3.5 Lightning, a 30-billion-parameter open MoE model, is designed for high-volume, repetitive tasks, delivering up to four times the thr
2026-08-01
www.ad-hoc-news.de
2026-08-01
2026-07-27
news.google.com
2026-07-27
2026-07-22
www.barrons.com
2026-07-22
2026-07-17
2026-07-17
2026-07-10
www.engadget.com
2026-07-10
NVIDIA announced its 'GeForce Trading Cards' series in July 2026, featuring 14 designs commemorating key moments in GeForce PC gaming history. The move comes at a time when NVIDIA faces declining consumer sentiment due to its strategic shift toward AI and data center markets, which has led to supply
2026-07-09
finance.biggo.com
2026-07-09
2026-07-05
news.google.com
2026-07-05
2026-06-24
www.benzinga.com
2026-06-24
Micron's earnings report could be a decisive factor in determining whether ASML's AI boom has years remaining. Analysts highlight that Micron, as a major memory chip manufacturer, serves as a key indicator of overall semiconductor industry health. ASML, the world's leading lithography equipment manu
2026-06-09
www.techtimes.com
2026-06-09
Micron Technology has surged around 70% in 2026, emerging as one of the defining AI-driven trades in the semiconductor sector. The primary catalyst is the severe shortage of high-bandwidth memory (HBM), a critical component for AI accelerators that delivers far higher data throughput than standard m
2026-06-05
www.digitimes.com
2026-06-05
The semiconductor industry is experiencing a renewed growth cycle driven by artificial intelligence demand, with the memory market entering what many perceive as a long-awaited super-cycle. Samsung Electronics and SK Hynix have reported strong earnings, prompting market reassessment of memory techno
2026-05-30
www.ad-hoc-news.de
2026-05-30
Infineon has hit a 52-week high amid strong investor confidence driven by its strategic partnership with NVIDIA for AI server power solutions and a significant stake taken by Morgan Stanley. The company is leveraging its expertise in gallium nitride (GaN) and silicon carbide (SiC) technologies to ca
2026-05-14