Semiconductor News & Analysis Feed
727 articles
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-30
tomshardware.com
2026-05-30
Zhiye Liu
Lenovo has pulled the G02 from sale on different Chinese e-commerce platforms after the company discovered that it was being sold outside of China.
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
These inflatable boats use basalt fiber to reduce radar returns and RF interference.
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
In this video, I will explain why I took profits on Micron and AMD and why I'm looking into Axon, Reddit, and Shopify. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of May. 26, 2026. The video was published on May. 26, 2026.
2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.forbes.com
2026-05-29
Forbes
INNOVATION
ENTERPRISE TECH
LAM Research Event Shows Key Chiplet Technologies, Awards Innovators
ByThomas Coughlin,
Contributor.
Covering Digital Storage Technology & Market. IEEE President in 2024
Follow Author
May 29, 2026, 10:39am EDT
Innovation
GETTY
I attended LAM Research’s Future of AI and Semiconductors Event last week. LAM manufactures advanced semiconductor etching, including the dee
2026-05-29
247wallst.com
2026-05-29
24/7 Wall St.
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Research, Alliance
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak
29.05.2026 - 15:13:12 | boerse-global.de
Infineon doubles stock in 2026 after US ban on rival’s GaN products and leading €91M European chip consortium. Q2 revenue up 6%, automotive semiconductor leader.
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak - Foto: üb
2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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