Semiconductor News & Analysis Feed
12153 articles
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
WhileNvidiagets most of the attention as Wall Street's AI kingpin because of its prolonged dominance in AI data center GPU chips, a competitor has been building something special.Broadcom(AVGO2.70%)has landed major chip deals with various major AI companies, includingAlphabet,Meta Platforms, Anthropic, and OpenAI.With these deals, Broadcom might actually be the betterAI stockto own. The best part?
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Nvidia's(NVDA1.13%)start to 2026 wasn't great, but it has been an absolute rocketship since the calendar flipped to April. Since then, Nvidia's stock is up 13%, but I think that's just the beginning.Nvidia has a lot going for it, and I think its rally could easily extend throughout the rest of the year. So, if you've missed out on Nvidia's recent run, don't worry, there's more where that came from
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Taiwan Semiconductor Manufacturing(TSM1.89%)has become a multibagger over the past three years, clocking impressive gains of almost 379% as of this writing.The foundry specialist's remarkable rally during this period has been fueled by the rapidly growing demand for artificial intelligence (AI) chips and advanced processors used across multiple applications. TSMC's factories produce advanced chips
2026-05-06
www.fool.com
2026-05-06
The Motley Fool
Investing in tech and artificial intelligence (AI) has been the hottest theme in the markets in the past few years. Recently, investors have specifically pivoted to memory and storage stocks, as demand for those types of products has been through the roof as a result of AI. And in doing so, shares of bothSandisk(SNDK1.80%)andMicron Technology(MU0.72%)have been taking off.Within the past 12 months,
2026-05-05
www.cnbc.com
2026-05-05
CNBC
Options traders flood Micron CNBC
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Can anything stopMicron(MU0.19%)stock's relentless rise?Shares of the popularcomputer memory-makerare up in each of the past three trading sessions, including a quick 10.4% climb through 10 a.m. ET Tuesday. Partly this is in response toterrific earnings newsfrom rivalSandisk(SNDK0.72%)-- but today's news is all about Micron.Image source: Getty Images.Micron's (literally) big newsMicron this mornin
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Nvidia(NVDA0.79%)supplies the world's best graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) development. Sales have been so strong that the company's valuation has ballooned from $360 billion to $4.8trillionsince the start of 2023, but there might be even more upside ahead.Nvidia is scheduled to release its operating results for it
2026-05-05
www.cnbc.com
2026-05-05
CNBC
Cramer’s Mad Dash: Micron CNBC
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
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2026-05-05
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2026-05-05
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Google began using its first Tensor Processing Unit (TPU) in early 2015, several months before the company restructured to create a parent organization, Alphabet (
GOOG
+0.41%
) (
GOOGL
+0.66%
). For the next 11 years, Google kept TPUs to itself. The chips powered many applications hosted by Google Cloud, including Google's own AI products.
While Google continues to use its TPUs internally, it's
2026-05-05
www.benzinga.com
2026-05-05
Benzinga
Apple Inc. (NASDAQ:AAPL) is exploring potential partnerships with Intel Corp. (NASDAQ:INTC) and Samsung Electronics Co. Ltd. (OTC:SSNLF) to manufacture its processors in the United States, according to a report.
The talks are part of the company’s effort to diversify its chip supply chain beyond its reliance on Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), according to a Bloomberg repor
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Fairfield Financial Advisors LTD Acquires 1,637 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 5, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fairfield Financial Advisors LTD increased its stake in Taiwan Semiconductor (TSM) by 103.0% in Q4, adding 1,637 shares to hold 3,227 shares valued at about $981,000.
TSMC VP Bor‑Zen Tien purchased 1,000 shares
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Fulcrum Wealth Advisors LLC Purchases Shares of 11,926 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 5, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Fulcrum Wealth Advisors LLC bought 11,926 shares of Taiwan Semiconductor (TSM) in Q4—about $3.62 million—making the holding ~3.0% of its portfolio and TSM its 10th largest position.
TSMC reported quarterly EPS of
2026-05-05
www.nscale.com
2026-05-05
Nscale
LONDON, UNITED KINGDOM— 5 May 2026 — Nscale is announcing an expansion of its collaboration with Microsoft and Start Campus with 66,000+ NVIDIA Rubin GPUs, starting in late 2027. This agreement builds on the deployment of over 12,600 NVIDIA Blackwell Ultra GPUs at the first building of the SINES Data Campus for Microsoft.
As part of the agreement, Nscale’s additional investments of €230 million i
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Competition in the artificial intelligence (AI) chip market is about to ramp even higher. In mid-April, Cerebras Systems filed an S-1 registration statement with the Securities and Exchange Commission (SEC) announcing plans for its long-awaited initial public offering (IPO). At the time, the start-up hadn't provided all the key details for investors about its public debut.
Cerebras has taken a no
2026-05-05
www.marketbeat.com
2026-05-05
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Alta Wealth Advisors LLC
Written by MarketBeat
May 5, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Alta Wealth Advisors cut its stake in Taiwan Semiconductor Manufacturing by 67.2%, selling 1,573 shares and leaving it with 768 shares valued at about $233,000 at the end of the quarter.
Market sentiment is bullish on AI-driven
2026-05-05
www.tradingview.com
2026-05-05
TradingView
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Micron Stock Keeps Jumping as Memory Prices Soar
Micron Stock Keeps Jumping as Memory Prices Soar
Less than 1 min read
MU
+15.49%
Micron Technology
MU
shares extended their rally on Monday after strong earnings from peer Sandisk lifted expectations for memory-chip pricing, while Wall Street also raised its view on the broader storage market.
The stock climbed about 7% in mor
2026-05-05
www.cultofmac.com
2026-05-05
Cult of Mac
Apple looks beyond TSMC to make iPhone and Mac chips
BY RAJESH PANDEY • 11:08 PM, MAY 4, 2026
NEWS
Intel-inside Macs and iPhone could make a comeback!?!
Photo: D. Griffin Jones/Cult of Mac
Apple is considering using Intel and Samsung foundries to fabricate chips for its devices. The company seemingly held early talks with Intel about using its foundry services.
TSMC currently makes all of Appl
2026-05-05
www.theglobeandmail.com
2026-05-05
The Globe and Mail
Qualcomm Stock is Soaring The Globe and Mail
2026-05-05
www.fool.com
2026-05-05
The Motley Fool
Qualcomm Stock is Soaring The Motley Fool