Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

246 articles
Trending Companies
NVIDIA526 TSMC268 Intel135 AMD125 SK Hynix114 Micron Technology109 Samsung Electronics93 Micron91 Synopsys84 Microsoft82 Qualcomm78 Huawei74 Infineon65 Samsung61 Apple53
Trending Technologies
EUV431 3nm402 AI165 AI chips121 GPU109 HBM104 DRAM66 memory chips61 LogicFolding55 AI infrastructure49 CPU47 GaN41 semiconductor37 Tau Scaling Law37 SiC37
2026-05-08
Can KLA's Advanced Packaging Strength Support $1B Revenue Target? - Zacks Investment Research
0.8
www.zacks.com 2026-05-08 Zacks Investment Research
__fail__
2026-05-08
Maxi Investments CY Ltd Lowers Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
0.85
www.marketbeat.com 2026-05-08 MarketBeat
__fail__
2026-05-08
Maxi Investments CY Ltd Increases Stock Position in Qualcomm Incorporated $QCOM - MarketBeat
0.8
www.marketbeat.com 2026-05-08 MarketBeat
__fail__
2026-05-08
Lmcg Investments LLC Has $1.56 Million Stock Holdings in ASML Holding N.V. $ASML - MarketBeat
0.75
www.marketbeat.com 2026-05-08 MarketBeat
__fail__
2026-05-08
TSMC Investment Thesis 2026: Why the Foundry Could Be the Quiet Winner of AI - Gotrade
0.95
www.heygotrade.com 2026-05-08 Gotrade
__fail__
2026-05-08
Fulcrum Asset Management LLP Makes New $2.64 Million Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat
0.9
www.marketbeat.com 2026-05-08 MarketBeat
__fail__
2026-05-08
The Zacks Analyst Blog Highlights Micron Technology, Ciena, Seagate Technology, Five Below and Murphy USA - Zacks Investment Research
0.75
www.zacks.com 2026-05-08 Zacks Investment Research
__fail__
2026-05-08
CORDA Investment Management LLC. Buys 4,217 Shares of Qualcomm Incorporated $QCOM - MarketBeat
0.75
www.marketbeat.com 2026-05-08 MarketBeat
__fail__
2026-05-08
Zacks Investment Ideas feature highlights: Broadcom, Taiwan Semiconductor and NVIDIA - The Globe and Mail
0.9
www.theglobeandmail.com 2026-05-08 The Globe and Mail
__fail__
2026-05-08
Zacks Investment Ideas feature highlights: Broadcom, Taiwan Semiconductor and NVIDIA - The Globe and Mail
0.95
www.theglobeandmail.com 2026-05-08 The Globe and Mail
__fail__
2026-05-08
Nvidia's $2.2 Billion Investment in This Rapidly Growing AI Company Is Working Out Great - The Motley Fool
0.92
www.fool.com 2026-05-08 The Motley Fool
Nvidia(NVDA1.38%)isn't just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it has more information than the average investor about what's going on inside some of these companies.
NVIDIAAI companyInvestment portfolioCloud computingArtificial intelligenceNebiusChip technologyStock investment
2026-05-08
Nvidia's $2.2 Billion Investment in This Rapidly Growing AI Company Is Working Out Great - Yahoo Finance
0.88
finance.yahoo.com 2026-05-08 Yahoo Finance
__fail__
2026-05-08
AI Boom Drives Unprecedented Investment Offers for SK Hynix - Electronics For You BUSINESS
0.85
www.electronicsforyou.biz 2026-05-08 Electronics For You BUSINESS
__fail__
2026-05-08
NVIDIA sets its sights on the 'Neo-Cloud Big Three'! What’s the real intention behind the $2.1 billion investment in IREN? - Moomoo
0.89
www.moomoo.com 2026-05-08 Moomoo
__fail__
2026-05-08
Is Nvidia’s US$2 Billion AI Bet And Chip Alliances Altering The Investment Case For Marvell (MRVL)? - simplywall.st
0.92
simplywall.st 2026-05-08 simplywall.st
__fail__
2026-05-08
Analysis: Samsung's union fight exposes a fault line in semiconductor investment - digitimes
0.92
www.digitimes.com 2026-05-08 digitimes
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive investment cycles that determine who leads in chips.The article requires paid subscription.Subscribe Now
Semiconductor IndustryLabor DisputeSamsung ElectronicsChip ManufacturingInvestment CyclesUnion MovementSouth Korean SemiconductorLabor Costs
2026-05-08
TSMC eyes bigger US investment; Arizona chip expansion accelerates - digitimes
0.92
www.digitimes.com 2026-05-08 digitimes
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor...The article requires paid subscription.Subscribe Now
TSMCUS InvestmentSemiconductor ManufacturingChip ExpansionArizonaAdvanced ProcessSupply Chain SecurityChina-US Trade
2026-05-08
Nvidia funds construction of Corning plants, in addition to equity investment - Reuters
0.85
www.reuters.com 2026-05-08 Reuters
__fail__
2026-05-08
Iren’s stock soars as a major Nvidia investment overshadows revenue shortfall - MarketWatch
0.85
www.marketwatch.com 2026-05-08 MarketWatch
__fail__
2026-05-08
NVIDIA and IREN Announce AI Infrastructure Partnership With Potential $2.1 Billion Investment - Quiver Quantitative
0.88
www.quiverquant.com 2026-05-08 Quiver Quantitative
__fail__