Semiconductor News & Analysis Feed
12153 articles
2026-05-15
eetimes.com
2026-05-15
Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
2026-05-15
eetimes.com
2026-05-15
Aalyia Shaukat
Power electronics reliability and packaging materials are explored with Henkel’s Burcak Conley in a PowerUP interview discussion.
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
There are 10 publicly listed U.S. companies worth $1 trillion or more, but onlyNvidia,Alphabet, andAppleare currently in the ultra-exclusive $4 trillion club.Microsoftwas also a member late last year, but its stock has since plummeted.I thinkAmazon(AMZN+0.21%)could be the next company to cross the $4 trillion mark. Its cloud computing business continues to deliver accelerating revenue growth thank
2026-05-15
www.capitalbrief.com
2026-05-15
Capital Brief
Good morning. Here’s what happened overnight and what you need to know today.1.Going Cerebras:Cerebras Systems soared in itsNasdaq debut, capping the largest US tech IPO since Uber’s 2019 listing. The raising is also the largest-ever US semiconductor listing, topping Arm Holdings’ IPO in 2023 and gives Cerebras a fully diluted market value of more than USD100 billion. Shares opened at USD350 again
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Micron's(MU5.81%)positioning in the AI build-out and recent results have put it on course for a benchmark that would have been inconceivable last year. The maker of memorychipshas a real shot at surpassing a $1 trillion market cap this year.A 150% year-to-date rally has helped, but the stock's gains are fueled by fundamentals, not hype. Micron can reach $1 trillion this year, and it has plenty of
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
WhenNvidia(NVDA1.38%)hands you a five-year,$3.4 billion cloud infrastructure contractand simultaneously agrees to a warrant to buy $2.1 billion worth of your stock, the instinct is to call it a turning point.ForIren(IREN4.68%), the Australian-born neocloud operator that pivoted fromBitcoinmining into artificial intelligence (AI) infrastructure management, the announcements delivered last week are
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
When it comes to investing in the AI (artificial intelligence) build-out from the chip side, two names stand out right now as particularly interesting investment ideas: AI chip designerBroadcom(AVGO1.09%)and contract chipmakerTaiwan Semiconductor(TSM2.10%). Broadcom designs the custom silicon and networking chips that hyperscalers likeAlphabet,Meta Platforms, and Anthropic depend on for their grow
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Shares ofNvidia(NVDA1.38%)were sharply higher on Thursday, climbing as much as 4.7% to a new all-time high. As of 2:12 p.m. ET, the stock was still up 3.8%.There was a tidal wave of positive news that sent theartificial intelligence (AI)chipmaker higher, all of which bodes well for Nvidia's future.Image source: The Motley Fool.Let the chips fall where they mayPresident Donald Trump traveled to Bei
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
TheDow Jones Industrial Average(^DJI+0.66%)just crossed 50,000 for the first time ever, and honestly, it feels like the market has been building toward this moment all week.As of 12:17 p.m. ET Thursday, all three major indexes are up by very similar percentages. TheNasdaq-100has increased by 1%, theS&P 500(^GSPC+0.61%)is also up 1%, and the Dow is a rounding error away from 1% at a 0.94% gain.The
2026-05-15
news.futunn.com
2026-05-15
富途牛牛
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2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Artificial intelligence(AI) demand has shown little sign of slowing despite rising concerns around the sustainability of massive AI infrastructure spending.Image source: Getty ImagesMicron Technologyhas been one of the biggest beneficiaries of this trend. Shares of this memory player have soared by more than 810% in the past year. The company's revenue was up 196% year over year to $23.9 billion,
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Nvidia(NVDA+4.36%)is heading into earnings with enormous AI momentum, a massive revenue guide, and investor expectations that may be harder to beat than the numbers themselves. The bull case still looks strong, but China pressure, Data Center demand, and management's outlook could decide whether the stock keeps climbing or finally hits resistance.Stock prices used were the market prices of May 8,
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Alphabet(GOOGL1.24%)(GOOG1.18%)andMicron Technology(MU0.99%)have both rocketed to the top of investors' attention, benefiting from their leads in their respective artificial intelligence (AI) markets.Alphabet stockhas surged by more than 150% over the past year as the company's cloud sales rose and its Google Gemini AI model continued to gain traction. Meanwhile,Micron stockrocketed by more than 8
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
When a stock is surging in value, it can be both frustrating and enticing. On the one hand, you want to buy into the rally, but on the other, you're worried it's priced too high and you might end up buying at the peak.Investors consideringMicron Technology(MU5.81%)stock may have that dilemma right now. In just the past year, the stock has shot up more than 700%. Many investors would be happy with
2026-05-14
cryptonews.net
2026-05-14
Cryptonews.net
Back to the listNvidia Stock looks stretched above the Bollinger Band ahead of earningsen.cryptonomist.ch14 May 2026 14:35, UTCNvidia Stock has reasserted its uptrend, with NVDA trading above all key moving averages and even the upper Bollinger Band. Bulls control the daily trend into next week’s earnings, yet momentum looks stretched, increasing near-term shakeout risk around key intraday pivots.
2026-05-14
natlawreview.com
2026-05-14
The National Law Review
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2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Nvidia(NVDA+2.33%)will report earnings after the market closes on May 20. On average, the Wall Street analysts covering the company expect it to have pulled in a cool $78.8 billion in sales in its fiscal 2027 first quarter -- up 77% from the same period last year.I think we're so deep into the artificial intelligence boom that it's easy to forget how incredible this is. The largest company on Eart
2026-05-14
www.tomshardware.com
2026-05-14
Tom's Hardware
ShareCopy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this articleJoin the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterAll three leading-edge foundries — Intel Foundry, Samsung Foundry, and TSMC — have initiated mass production of chips using 2nm-class process technology. Samsung was the first one to start production using itsSF2 node
2026-05-14
www.techtimes.com
2026-05-14
Tech Times
South Korean memory chipmakersSamsung ElectronicsandSK hynixposted pre-market gains on Wednesday morning, May 14, as Wall Street's overnight rally in AI semiconductor stocks and the opening ofthe Trump-Xi Beijing summitlifted risk appetite on the Korea Exchange—even asa blowout April producer-price readingrattled bond markets.Trump and Xi Begin Beijing Talks on Chips, Tariffs, and Rare EarthsThe s
2026-05-14
www.thelec.net
2026-05-14
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