Semiconductor News & Analysis Feed
12148 articles
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Amazingly, shares of Micron Technology (
MU
+5.07%
) have doubled over the past 48 days.
As a result, this week the Boise, Idaho-based semiconductor manufacturer entered the rarefied $1 trillion club. Its market capitalization, as I write this, is about $1.04 trillion. That puts it, in terms of market value, above Walmart, Eli Lilly, and Berkshire Hathaway. Only about 14 publicly traded companies
2026-05-31
www.chosun.com
2026-05-31
조선일보
By Park Ji-min
Published 2026.06.01. 00:34
NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at the company's annual conference 'GTC 2026' in March last year. /AFP-Yonhap
NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th of last month (local time) that NVIDIA plans to
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
www.gurufocus.com
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2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, High-Stakes
Infineon’s High-Stakes Makeover Fuels Analyst Upgrades and a Record Share Run
31.05.2026 - 17:22:58 | boerse-global.de
Infineon surges 113% YTD as Morgan Stanley and Deutsche Bank raise price targets above €90, fueled by AI-driven power semiconductor demand and a structural shift in data center energy management.
Infineon’s High-Stakes Makeover Fuels Analyst Upgrades and
2026-05-31
www.thurrott.com
2026-05-31
Thurrott.com
Multiple leaks point to a Monday reveal of new Nvidia chipsets that will power Windows 11 on Arm-based PCs this year. Nvidia has allegedly created multiple chipset tiers, and Dell, Microsoft, and other hardware makers will allegedly announce new PCs, all timed for the opening day of the Computex conference in Taiwan.
Rumors about Nvidia’s re-entry into PC chipsets–the firm powered the first Arm-b
2026-05-31
tomshardware.com
2026-05-31
Luke James
SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.quiverquant.com
2026-05-31
Quiver Quantitative
NVIDIA AI Push: Recent market updates on NVIDIA's multi-billion-dollar commitments to AI initiatives have drawn attention to Qualcomm as a key player in the semiconductor supply chain. Observers note potential spillover benefits for firms like QCOM amid expanding data center and edge computing demands. Discussions emphasize how these developments could accelerate Qualcomm's role in next-generation
2026-05-31
borneobulletin.com.bn
2026-05-31
Borneo Bulletin
borneobulletin.com.bn
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2026-05-31
www.turkiyetoday.com
2026-05-31
Türkiye Today
N
vidia is expected to unveil the first Windows computers using its chips as the main processor next week, Axios reported, citing sources familiar with the matter.
The move would bring the company best known for powering the AI boom deeper into the PC market and give Microsoft another chance to strengthen its AI PC push after earlier setbacks.
Nvidia and Microsoft are expected to present their j
2026-05-31
www.tekedia.com
2026-05-31
Tekedia
MediaTek Accepts Both Intel And TSMC Packaging As AI Chip Boom Reshapes Semiconductor Supply Chains
May 31, 2026 | by Samuel Nwite | 0
Taiwanese chip designer MediaTek is positioning itself as a rare neutral player in one of the semiconductor industry’s most consequential battles, embracing both Taiwan Semiconductor Manufacturing Co. (TSMC) and Intel’s advanced packaging technologies as demand f
2026-05-31
www.tomshardware.com
2026-05-31
Tom's Hardware
PC Components
Microsoft veteran recalls the last time Nvidia and Arm was the future of Windows — shares a video of ‘the first time Windows ran on Nvidia Tegra Arm’ from 2010
News
By Mark Tyson published 2 hours ago
History repeats 16 years later, this time with an AI cherry on top.
(Image credit: Getty Images)
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2026-05-31
wccftech.com
2026-05-31
Wccftech
The MacBook Neo could retain its status of being the most popular notebook of 2026, because as much as the Snapdragon C was required to stir up the competition, a rumor claims that it may not be the chipset of choice when taking on the A18 Pro in Apple’s affordable portable Mac.
There are no benchmarks surrounding the Snapdragon C at this time, but it’s revealed that the SoC features an 8-core CP
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
Microsoft veteran Steven Sinofsky is here to remind folks that excitement about a new PC era fueled by Nvidia and Arm culminated in the Surface RT 16 years ago.
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): focus on dividend and technical picture after recent insider activity
31.05.2026 - 15:01:07 | ad-hoc-news.de
Texas Instruments shares remain in focus on Nasdaq as investors digest the board’s latest quarterly dividend decision, recent insider transactions and a strong year-to-date performance driven by demand in semiconductor
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): NVIDIA AI server partnership and chart picture in focus
31.05.2026 - 14:58:41 | ad-hoc-news.de
Infineon Technologies shares on Xetra reacted to fresh news about a partnership in NVIDIA’s MGX AI server ecosystem, while investors also assess where the stock stands within its current 52-week trading range and key technical markers.
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
www.aol.com
2026-05-31
AOL.com
Are Micron and Sandisk Stocks in a Bubble?
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 8:28 PM GMT+8
0
Key Points
Sandisk and Micron are both memory chip producers.
Both companies are seeing rapid growth.
The stocks don't look overvalued.
10 stocks we like better than Sandisk ›
Two of the most impressive stocks over the past year have been Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK
2026-05-31
tomshardware.com
2026-05-31
Luke James
A new cryptocurrency called Pearl has set off a short-lived GPU mining rush.