Semiconductor News & Analysis Feed
13 articles
2026-09-08
www.pcworld.com
2026-09-08
2026-09-05
finance.yahoo.com
2026-09-05
2026-09-05
2026-09-05
2026-08-25
2026-08-25
news.google.com
2026-08-25
2026-08-11
247wallst.com
2026-08-11
As NVIDIA prepares to release its earnings report on August 26, market sentiment remains strongly bullish. The company dominates the high-end AI accelerator market with over 80% share, and its data center revenue surged 92% year-over-year in Q1 FY27, reaching $75.246 billion. This growth, coupled wi
2026-08-11
finance.yahoo.com
2026-08-11
As NVIDIA prepares for its August 26 earnings report, market sentiment remains strongly bullish. The company dominates over 80% of the high-end AI accelerator market, leveraging unique advantages such as CUDA lock-in, NVLink networking, and a 71% gross margin. Despite competition from AMD and Broadc
2026-08-05
www.barchart.com
2026-08-05
2026-07-31
247wallst.com
2026-07-31
This article analyzes the competitive landscape between NVIDIA and AMD in the AI chip market, arguing that despite growing market sentiment favoring AMD, NVIDIA remains a superior investment due to its strong profitability, shareholder returns, and valuation metrics. While AMD's data center revenue
2026-07-29
fortune.com
2026-07-29
NVIDIA CEO Jensen Huang stated at Y Combinator’s Startup School in San Francisco that AI will eliminate tasks rather than jobs, a distinction critical to understanding the future of work. He emphasized that while many tasks may be automated, the purpose of jobs remains intact, often leading to new r
2026-07-19
2026-06-28
www.letemsvetemapplem.eu
2026-06-28
The Spello ForceBoost Display GaN 65W Wall Charger SA65 is a versatile and technologically advanced charging solution that combines high power output with a compact design and real-time power display. While it may appear unremarkable at first glance, its use of gallium nitride (GaN) technology allow