Semiconductor News & Analysis Feed
12153 articles
2026-05-15
punchbowl.news
2026-05-15
Punchbowl News
Beijing doesn’t wantNvidia’s H200 chips getting into China for now, PresidentDonald Trumpand his top trade adviser said Friday.Despite the CommerceDepartmentapproving export licenses for the chips months ago and Chinese companies making purchase orders, Beijing continues to block Nvidia from selling its chip. China is instead committed to shoring up its own production of artificial intelligence ch
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Easy come, easy go.Shares of AI superstarNvidia(NVDA1.38%)stock toucheda new all-time highon Thursday after reports from the Trump-Xi summit in China confirmed the U.S. will permit Nvidia to sell H200artificial intelligence chipsto as many as 10 Chinese companies.Nownewreports are filtering out -- and according to these, despite receivingpermissionto sell, no actual sales of H200 chips were made.
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Given that it's already the world's largest company, it's natural to wonder how much largerNvidia(NVDA+4.39%)can get. I think the answer is fairly simple: much larger. Though hyperscalers have already set new records year after year with how much they are devoting to capital expenditures, the future still looks like it will bring even higher spending, which bodes well for a company that is supplyi
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Micron Technology(MU3.17%)is one of the world's leading suppliers of memory hardware for computers, smartphones, and data centers. The company is experiencing more demand than it can possibly supply for its data center high-bandwidth memory (HBM), which is a crucial component for running artificial intelligence (AI) workloads.As a result, Micron's revenue and earnings are growing at a lightning-fa
2026-05-15
www.myplainview.com
2026-05-15
Plainview Herald
BEIJING (AP) — Jensen Huang is trying some of Beijing’s delicacies — the good, and others which may be more of an acquired taste.
2026-05-15
capacityglobal.com
2026-05-15
capacityglobal.com
HomeNewsTSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networksAITSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks15 May 20264 minutesThe world's largest contract chipmaker, TSMC has revised its 2030 market projection upward by 50%, from just over $1 trillion to $1.5 trillion in the space of roughly two years.Saf MalikSenior Content and Ins
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The semiconductor industry is the beating heart of the artificial intelligence (AI) boom, because developing this revolutionary technology wouldn't be possible without specialized data center chips and networking components. Demand is heavily outstripping supply for this hardware, which is benefiting suppliers likeAdvanced Micro Devices(AMD+1.21%)andBroadcom(AVGO+5.52%).Since the AI boom started g
2026-05-15
www.digitimes.com
2026-05-15
digitimes
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation...The article requires paid subscription.Subscribe Now
2026-05-15
www.ibtimes.com.au
2026-05-15
International Business Times Australia
INTERNATIONAL BUSINESS TIMESauNEWSLETTERSIGNUPMy accountLog OutMay 19, 12:56 PM AESTBusinessNewsSportsTechnologyEntertainmentNEWSLETTERMy accountLog OutAustralia editionBusinessNewsSportsTechnologyEntertainmentEditionsAustraliaIndiaInternationalSingaporeUnited KingdomUnited StatesNEWSLETTERFollow UsEditionsAustraliaIndiaInternationalSingaporeUnited KingdomUnited States
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
After the market closes on May 20, the artificial intelligence chip giantNvidia(NVDA1.38%)will report its fiscal 2027 first-quarter results.The report will be followed by a conference call between Nvidia's management team, led by CEO Jensen Huang, and Wall Street analysts to further discuss the quarter, market conditions, and the chipmaker's future.Based on Nvidia's track record of beating earning
2026-05-15
www.newelectronics.co.uk
2026-05-15
New Electronics
The company said growth will be driven largely by demand for artificial intelligence (AI) and high-performance computing, which are expected to account for around 55 per cent of the total market. Smartphones are projected to contribute 20 per cent, while automotive applications are expected to make up around 10 per cent.To meet rising demand, TSMC said it is accelerating capacity expansion, partic
2026-05-15
news.az
2026-05-15
Latest news from Azerbaijan
News.Az is an Azerbaijani informational-analytical news portal that publishes a wide range of content, including analytical materials,
in-depth articles, insightful commentaries, and the latest news.
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The artificial intelligence (AI) infrastructure build-out remains one of the biggest growth drivers the stock market has ever seen. However, the AI market is shifting in a way that could lead to new leaders emerging. The first phase of AI was all about training foundational large language models (LLMs), while the importance ofinferenceand AI agents is dominating the second phase.Nvidia(NVDA1.38%)w
2026-05-15
www.digitimes.com
2026-05-15
digitimes
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake in the specialty foundry from 27.1% to approximately 19%.The article requires paid subscription.Subscribe Now
2026-05-15
pr.tsmc.com
2026-05-15
Taiwan Semiconductor
enzh-hantzh-hansja
2026-05-15
www.digitimes.com
2026-05-15
digitimes
United Microelectronics Corp. (UMC) has released a 14nm embedded high-voltage (eHV) FinFET technology platform for display driver ICs, marking a new step in the foundry's process roadmap after years of development.The article requires paid subscription.Subscribe Now
2026-05-15
www.digitimes.com
2026-05-15
digitimes
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers...The article requires paid subscription.Subscribe Now
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The market was pretty down onNvidia(NVDA+4.39%)earlier this year, and it dipped back below the $5 trillion market-cap threshold. Smart investors saw the opportunity in March, and Nvidia is back to hitting new highs.It's up 18% year to date, trouncing theS&P 500, and it has a record $5.36 trillion value. Is it too late to buy?Why everything is about NvidiaNvidia was hardly a household name over its
2026-05-15
www.digitimes.com
2026-05-15
digitimes
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor...The article requires paid subscription.Subscribe Now
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
On Thursday,Cerebras Systems(CBRS+5.87%)soared 68.2% in its debut on the Nasdaq stock exchange. The artificial intelligence (AI) chipmaker'sinitial public offeringwas the largest IPO in 2026 so far. That title, however, may be lost if Elon Musk's SpaceX goes public this year, as widely expected.Here's what investors should know.Cerebras' wafer-scale AI chip. Image source: Cerebras Systems.Cerebras