Semiconductor News & Analysis Feed
12152 articles
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
When it released quarterly results, Nvidia (
NVDA
1.86%
) surprised investors by announcing a 2,400% increase to its dividend, ratcheting up the payout to $0.25 per share per quarter from a measly $0.01 per share.
That takes the semiconductor stock's dividend yield to 0.4%. While that's less than half the yield on the S&P 500, it is more in line with yields on other mega-cap stocks and the Nasdaq
2026-05-26
semiengineering.com
2026-05-26
Semiconductor Engineering
Researchers from Grenoble INP – UGA, CNRS, TIMA have released “Spying Across Chiplets: Side-Channel Attacks in 2.5/3D Integrated Systems”.
Abstract “Advanced packaging and chiplet-based integration are increasingly adopted to build complex heterogeneous systems beyond the limits of monolithic scaling. While these architectures offer major benefits in terms of modularity, yield, and performance, t
2026-05-26
www.cnbc.com
2026-05-26
CNBC
First, welcome to all who have joined us for the first time. Your participation in the CNBC Investing Club means a great deal to us. We aspire to get it right for you, in the same way a wonderful Club member explained this weekend as we gardened together. He couldn’t believe how much he had learned and how much he had prospered from it. I can only express gratitude to him. Here’s why — from 1983 t
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) is still the cream of the crop of artificial intelligence (AI) stocks. It continues to post nearly unbelievable results, yet lately the market has been unwilling to show it the love that it's showing to some of its competitors. I think that makes Nvidia a perfect AI stock to invest in right now, as it's actually being underhyped compared to its performance -- particularly in
2026-05-26
www.quiverquant.com
2026-05-26
Quiver Quantitative
AI Manufacturing Edge: Social media discussions emphasize Taiwan Semiconductor Manufacturing Company’s pivotal position in the global AI ecosystem, where it supplies the advanced chips powering major technology leaders. Participants note accelerating revenue growth exceeding 40 percent year-over-year alongside robust profit expansion. Analysts cited in these conversations maintain buy ratings with
2026-05-26
www.msn.com
2026-05-26
MSN
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that dir
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
ASMLs, Taiwan
ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing
25.05.2026 - 19:11:47 | boerse-global.de
ASML accelerates Taiwan hiring to 1,000 as AI chip demand drives record revenue, stock up 44% YTD, and High-NA EUV lithography moves to volume production.
ASML's Taiwan Hiring Spree and High-NA EUV Push Give Analyst Targets a Tangible Backing - Foto: über
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Qualcomm IncorporatedQCOM has expanded its long-term partnership with Stellantis N.V.STLA to support next-generation connected and artificial Intelligence (AI)-powered vehicles across its global portfolio. The deal strengthens Qualcomm’s position in the growing automotive chip market and supports software-defined vehicle technologies.
Under the agreement, Stellantis will use Qualcomm’s Snapdragon
2026-05-26
tomshardware.com
2026-05-26
Zhiye Liu
Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.
2026-05-26
www.independent.ie
2026-05-26
Irish Independent
www.independent.ie
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a01763660cacf493
Performance and Security by Cloudflare
Privacy
2026-05-26
thequantuminsider.com
2026-05-26
The Quantum Insider
France will commit an additional €1 billion to its national quantum plan and €550 million to a future European semiconductor program, French President Emmanuel Macron announced on Friday, May 22, during a visit to the Very Large Computing Center (TGCC) of the Atomic Energy and Alternative Energies Commission (CEA) in Bruyères-le-Châtel. Both envelopes draw from the France 2030 investment program.
2026-05-26
natlawreview.com
2026-05-26
The National Law Review
ASAP Semiconductor Announces Its Approval as a Vendor for Austrian Airlines
ASAP Semiconductor Announces Its Approval as a Vendor for Austrian Airlines
Press Release Date 05-25-2026
A trusted partner in aviation excellence, ASAP Semiconductor’s approval as a vendor for Austrian Airlines strengthens its mission to deliver reliable aerospace supply solutions globally.
ASAP Semiconductor
2026-05-26
intellectia.ai
2026-05-26
Intellectia AI
NVIDIA has once again demonstrated why it sits at the center of the artificial intelligence revolution. With the stock rallying 18% this week following blockbuster earnings, investors are asking a critical question: how much runway remains for the world's most valuable semiconductor company? The numbers tell a compelling story—revenue surged to $81.6 billion in the most recent quarter, while data
2026-05-26
cryptorank.io
2026-05-26
CryptoRank
Nvidia reported record Q1 revenue of $81.6 billion (+85% YoY) with data-center sales of $75.2 billion (+92%), a 74.9% gross margin and Q2 revenue guidance of about $91 billion ±2%, while expecting roughly $20 billion in CPU revenue this year. A top investor and a TipRanks Strong Buy consensus (39 Buys, 1 Hold, 1 Sell) say Nvidia is evolving into a full AI infrastructure layer by bundling CPUs, GPU
2026-05-26
www.msn.com
2026-05-26
MSN
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that dir
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Netherlands-based semiconductor equipment supplier ASML Holding NV said yesterday that it is planning to hire an additional 1,000 people in Taiwan this year in response to growing demand from clients.
ASML vice president and ASML Taiwan general manager Grace Wang (汪佳慧) told reporters that ASML had previously planned to recruit 600 this year but that the plan had been adjusted upward.
ASML has a
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Huawei Technologies Co (華為) said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.
Right now there is about a five-year gap between what TSMC is capable of and what Huawei, together with its manufacturing partner Semicond
2026-05-26
www.taipeitimes.com
2026-05-26
Taipei Times
Nidia Corp announced yesterday that CEO Jensen Huang (黃仁勳) will attend an employee meeting in Taipei tomorrow to celebrate the launch of the company’s Taiwan headquarters project.
Huang will personally attend a gathering at the site of Nvidia’s planned headquarters in Beitou Shilin Technology Park (北投士林科技園區), the company said in a statement.
After arriving in Taiwan on Saturday last week, Huang
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Park Ji-min
Published 2026.05.26. 00:52
Updated 2026.05.26. 05:35
Samsung Electronics employees pass through a cleanroom semiconductor production site. /Courtesy of Samsung Electronics
A tentative agreement between Samsung Electronics' labor and management to provide performance-based bonuses worth hundreds of millions of won is causing significant backlash. In particular, a nearly 100-fold g
2026-05-25
www.panewslab.com
2026-05-25
PANews
Author: He Tingbo, Semiconductor Industry Insights
After six years of research and development, Huawei has completed the mass production of 381 chips.
At ISCAS 2026, He Tingbo of Huawei delivered a keynote speech entitled "Exploration and Practice of New Paths in Semiconductors," in which he introduced a new principle guiding the development of the semiconductor industry—the T Law—aimed at solvi