Semiconductor News & Analysis Feed
12152 articles
2026-05-25
www.theglobeandmail.com
2026-05-25
The Globe and Mail
Key Points
Revenue from its latest chip design hasn't even started coming in the door.
Nvidia reaffirmed its projection of $3 trillion to $4 trillion in data-center capital expenditure by 2030.
The stock is cheap for its growth.
10 stocks we like better than Nvidia ›
Although Nvidia(NASDAQ: NVDA) may be the world's most valuable company, I think the stock still has a lot of room to rise. The
2026-05-25
www.marketscreener.com
2026-05-25
marketscreener.com
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2026-05-25
www.eenewseurope.com
2026-05-25
eeNews Europe
Infineon Technologies has kicked off a major European R&D initiative aimed at developing the next generation of sustainable power electronics for applications ranging from renewable energy systems to electric vehicles and rail transport.
The three-year Moore4Power project brings together 62 partners from 15 countries under the EU Chips Joint Undertaking program, with a total budget of €91 million
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (
NVDA
1.86%
) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance.
After all, the rest of big tech -- many of which are Nvidia's largest customers -- already repo
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
Although Nvidia (
NVDA
1.86%
) may be the world's most valuable company, I think the stock still has a lot of room to rise. The market may have come to expect a lot from Nvidia, but there is a major growth runway ahead for the stock, and I think it's among the best buys right now.
I've got three reasons Nvidia can continue rising, and all of them add up to make the stock a genius buy right now.
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): shareholder shift as Old Republic trims position while chip demand recovers
25.05.2026 - 11:05:23 | ad-hoc-news.de
Texas Instruments is back in focus after a fresh 13F filing showed Old Republic International cutting its stake, while the chipmaker benefits from recovering demand and rising margins. What drives the business be
2026-05-25
www.gurufocus.com
2026-05-25
GuruFocus
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2026-05-25
letsdatascience.com
2026-05-25
Let's Data Science
POLICY & REGULATION
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Nvidia CEO Urges Super Micro To Tighten Compliance
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May 25, 2026
5.7
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Nvidia CEO Jensen Huang urged Super Micro to tighten trade complia
2026-05-25
gbcode.rthk.hk
2026-05-25
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2026.05.25 Monday
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Huawei reveals chip design breakthrough
2026-05-25 HKT 17:00
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Huawei Technologies has designed and mass-produced 381 chips over the past six years based on the Tau Sc
2026-05-25
news.rthk.hk
2026-05-25
香港電台新聞網
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2026.05.25 Monday
29°C 77%
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Home Latest News Greater China
Huawei reveals chip design breakthrough
2026-05-25 HKT 17:00
Share this story
Huawei Technologies has designed and mass-produced 381 chips over the past six years based on the Tau Sc
2026-05-25
www.asiaone.com
2026-05-25
AsiaOne
China's Huawei reveals chip design breakthrough amid US sanctions
SHANGHAI/BEIJING — Huawei Technologies said on Monday (May 25) it will make industry-leading semiconductors using a new technology in five years, underscoring Beijing's efforts to neutralise US sanctions that have made it hard for China to build cutting-edge chips.
Huawei, in a semiconductor symposium in Shanghai, said its high-en
2026-05-25
moderndiplomacy.eu
2026-05-25
Modern Diplomacy
WORLD NEWS
Huawei Unveils Major Chip Design Breakthrough as China Pushes Past US Sanctions
Chinese technology giant Huawei Technologies has announced a major semiconductor design breakthrough that could significantly reshape the global technology race and weaken the long term impact of U.S. sanctions on China’s chip industry.
SANA KHAN
MAY 25, 2026
Photo by Omid Armin on Unsplash
Chinese techno
2026-05-25
www.chartmill.com
2026-05-25
ChartMill
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NVIDIA CORP (NASDAQ:NVDA) Stands Out as a Strong Growth Stock with a Good Technical Setup
By Mill Chart – Last update: May 25, 2026
Quotes Stocks Mentioned
Article Mentions:
NVDA
(215.33 ▼ -1.90%)
NVIDIA CORP (NASDAQ:NVDA) has emerged as a standout candidate from a screening strategy that combines growth investing with technical timing. The "Strong Growth Stock
2026-05-25
www.devdiscourse.com
2026-05-25
Devdiscourse
UPDATE 3-China's Huawei reveals chip design breakthrough amid US sanctions
While the global chip industry is increasingly investing in post-Moore's Law solutions, from advanced packaging to chiplets, the search has become especially urgent for China. U.S. export controls have restricted Chinese companies' access to the most advanced chipmaking tools, particularly the equipment needed to make chips
2026-05-25
stockinvest.us
2026-05-25
StockInvest.us
Huawei is stepping up with a fresh approach to chipmaking amid ongoing U.S. restrictions that have put a wrench in China's access to cutting-edge semiconductor technology. The tech giant has laid out plans to achieve transistor densities akin to 1.4-nanometre processes by 2031, a bold target that pushes close to the theoretical limits of current chip manufacturing.
This projection was detailed du
2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): Chipmaker updates outlook after latest quarterly results
25.05.2026 - 10:10:12 | ad-hoc-news.de
Infineon Technologies has adjusted its full-year outlook following its most recent quarterly figures, highlighting the impact of a weaker automotive and industrial cycle on the German chipmaker’s margins and investment plans.
Infineon,
2026-05-25
www.chosun.com
2026-05-25
조선일보
By Jang Woo-jeong
Published 2026.05.25. 17:04
Updated 2026.05.25. 17:29
On the 22nd, the photo shows Samsung Electronics headquarters in Seocho-gu, Seoul. /Jang Gyoung-sik
Amid an agreement between Samsung Electronics' labor and management on a special management performance bonus for semiconductor (DS) division employees, the income gap between employees of large semiconductor companies and sma
2026-05-25
www.cnx-software.com
2026-05-25
CNX Software
POSTED ON
MAY 25, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - NO COMMENTS
ON KHADAS MIND GRAPHICS 2 REVIEW – A POWERFUL NVIDIA GEFORCE RTX 5060 TI EGPU DOCK FOR THE MIND 2 MINI PC
Khadas Mind Graphics 2 review – A powerful NVIDIA Geforce RTX 5060 Ti eGPU dock for the Mind 2 mini PC
Earlier this month, I received the Khadas Mind 2 (Intel Core Ultra 7 155H) mini PC with two accessories connecting through
2026-05-25
koreajoongangdaily.joins.com
2026-05-25
Korea JoongAng Daily
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2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
AMD vs Intel vs Micron: Which Chip Stock Has the Best 2026 Setup?
Erwanto Khusuma
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Micron has the best risk-adjusted 2026 setup because it supplies HBM to both Nvidia and AMD and benefits from structural AI memory demand.
AMD offers the highest AI accelerator upside via the MI400 launch and OpenAI 6-gigawatt deal, but trade