Semiconductor News & Analysis Feed
12153 articles
2026-05-17
www.thelec.net
2026-05-17
thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market
2026-05-17
www.thelec.net
2026-05-17
thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market
2026-05-17
www.thelec.net
2026-05-17
thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Micron Technology(MU6.58%)has been going ballistic over the past couple of years. It's up 157% year to date and 693% over the past 12 months. So, is it too late to grab a slice of that yourself?In short, it doesn't look like it.Thanks for the memoriesMicronmakes memory hardware, namely random access memory (RAM) and dynamic random access memory (DRAM).Those components are required for computers to
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Nvidia(NVDA1.38%)isn't just a top artificial intelligence (AI) stock to own; it's also an investor in other AI companies itself. It doesn't have a very large investment portfolio, so when it decides to take a position in a company, investors had better pay attention. There's only one reason a company like Nvidia would invest in another: Nvidia believes the investment will result in a greater retur
2026-05-17
news.az
2026-05-17
Latest news from Azerbaijan
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2026-05-17
www.thelec.net
2026-05-17
thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Apple Considers Samsung and Intel Foundries to Reduce Reliance on TSMC3WIRobotics Raises 95 Billion Won in Series B Funding4Samsung Electronics, Union to Resume Wage Talks Ahead of Strike Deadline5Samsung Electronics Union Faces Growing Backlash Over 45 Trillion Won Bonus Demand6Global Semiconductor Packaging Market
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Last month,Nvidia(NVDA1.38%)unveiled a family ofopen-sourceartificial intelligence (AI) models designed to address calibration and error-correction challenges in quantum computing. Known asIsing, Nvidia's new toolkit helps make fragile qubits more usable by pairing them with the power of graphics processing units (GPUs).The question smart investors are asking is not whether quantum computing matte
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Bank of America's(BAC0.16%)top semiconductor analyst, Vivek Arya, recently raisedNvidia's(NVDA4.39%)price target from $300 to $320, implying roughly 42% upside from its closing price as of May 15. The bullish call is supported by Bank of America's increasingly optimistic view of the AI opportunity.The company has raised its estimate of the total addressable market for AIdata centersystems from $1.
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
Nvidia(NVDA4.39%)is going to report arguably the most anticipated investor update of 2026.*Stock prices used were the afternoon prices of May 13, 2026. The video was published on May 15, 2026.
2026-05-17
www.techtimes.com
2026-05-17
Tech Times
Samsung Electronics became the first chipmaker to mass-produce and ship sixth-generation high-bandwidth memory chips in February — the component that Nvidia, AMD, and Google are competing to secure for their next-generation AI accelerators — whilenegotiations with more than 50,000 workers collapsed this week, leaving a threatened 18-day strike starting May 21 as the single biggest near-term risk t
2026-05-17
www.fool.com
2026-05-17
The Motley Fool
The next earnings report forNvidia(NVDA4.39%)is days away. It will report its first-quarter 2027 financial results on May 20.Nvidia and analysts expect quarterly revenue of $78 billion. The chipmaker exceeded revenue expectations in all four quarters of its fiscal 2026, so a revenue beat is essentially priced in at this point. For investors planning to dig into Nvidia's earnings, there's a more im
2026-05-16
www.moneycontrol.com
2026-05-16
Moneycontrol.com
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2026-05-16
www.tataelectronics.com
2026-05-16
Tata Electronics
ASML will enable the establishment and ramp-up of Tata Electronics’ Dholera Fab with its holistic suite of lithography tools and solutionsThe partnership will accelerate training of local talent, lithography intensive skill development, as well as proactive supply chain resilienceGiven the importance of lithography in chip manufacturing, the companies will develop the R&D infrastructure critical f
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Nvidia(NVDA4.39%)has been the go-to stock for investors aiming to bet on the artificial intelligence (AI) revolution. This is because the company designs a product that's crucial for this boom to march on: the AI chip. Of course, many others design AI chips, but Nvidia's graphics processing units (GPUs) have consistently delivered the top performance -- and the company updates them annually to ens
2026-05-16
www.digitimes.com
2026-05-16
digitimes
Among the 19 Taiwan-listed semiconductor materials companies tracked byDigitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those...The article requires paid subscription.Subscribe Now
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Nvidia(NVDA1.38%)has had a stellar run over the past few years, but those gains have been marked by significant volatility. Theartificial intelligence (AI)chipmaker has gained 1,440% since the start of 2023 (as of this writing), but has fallen 10% or more on at least five occasions. Furthermore, in early 2025, the stock plunged 37%, so it isn't for the faint of heart.Some investors have been avoid
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Tower Semiconductor(TSEM9.63%)was towering above many tech hardware stocks over the past few days. An encouraging quarterly earnings report, followed by several bullish analyst updates, sparked a lively rally in the chipmaker's equity. This drove the shares nearly 30% higher over the week, according to data compiled byS&P Global Market Intelligence.A quarter to rememberIn itsfirst quarter, Tower b
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
It's getting hard to tell whereNvidia(NVDA1.33%)stock stops, andMicron(MU5.81%)stock starts.Over in China, bad news is emerging from the just-concluded Trump-Xi summit. Yesterday, it was reported the U.S. will permit Nvidia to sell H200artificial intelligence chipsto 10 Chinese companies.Today, the news is that no sales actually happened.Upon discovering this, investors sold off Nvidia stock by 3.
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Shares ofNvidia(NVDA1.38%)hit a fresh 52-week high of more than $236 on Thursday, capping a six-day winning streak and pushing the AI chipmaker'smarket capitalizationto about $5.7 trillion. That valuation is now larger than the entire estimated market value of silver, sitting around $5 trillion -- making Nvidia the world's second-largest asset, behind only gold's roughly $33 trillion.For some cont