Semiconductor News & Analysis Feed
251 articles
2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Nvidia(NVDA1.38%)remains the center of the artificial intelligence boom, but the stock is up just 15% in 2026, both because investors worry the current pace of AI spending is unsustainable and because they question the durability of Nvidia's dominance in the AI infrastructure market.Meanwhile,DigitalOcean(DOCN4.80%)is a little-known cloud computing company whose aggressive expansion into AI servic
2026-05-11
theaiinsider.tech
2026-05-11
AI Insider
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2026-05-11
www.eenewseurope.com
2026-05-11
eeNews Europe
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2026-05-11
www.kiprinform.com
2026-05-11
Кипр информ
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2026-05-11
www.digitimes.com
2026-05-11
digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore...The article requires paid subscription.Subscribe Now
2026-05-11
www.tradingkey.com
2026-05-11
TradingKey
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2026-05-11
www.fool.com
2026-05-11
The Motley Fool
Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.While there are great stocks on both sides of theAI industry, and even a few likeAlphabetthat operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.After all, it doesn't matter which AI program a c
2026-05-11
www.theglobeandmail.com
2026-05-11
The Globe and Mail
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2026-05-11
finance.yahoo.com
2026-05-11
Yahoo Finance
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2026-05-11
fortune.com
2026-05-11
Fortune
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2026-05-11
intellectia.ai
2026-05-11
Intellectia AI
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2026-05-10
uk.finance.yahoo.com
2026-05-10
Yahoo Finance UK
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2026-05-10
www.investing.com
2026-05-10
Investing.com
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2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
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2026-05-10
www.indexbox.io
2026-05-10
IndexBox
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2026-05-10
www.benzinga.com
2026-05-10
Benzinga
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2026-05-10
www.fool.com
2026-05-10
The Motley Fool
Nvidia(NVDA1.38%)has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on
2026-05-09
www.techi.com
2026-05-09
Techi
TECHi
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Markets & Equities
PUBLISHED
May 9, 2026 · 12:07 PM EDT
Nvidia Stock’s Hidden 2026 Risk: The GPU Debt Cliff Behind the AI Boom
By
Hazel Kaya
·
16 min read
REVIEWED BY
Omer Sheikh
Share
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Nvidia
NASDAQ
NVDA
$215.20
▲ +3.70 (+1.75%)
MARKET CAP
$5.27T
DAY RANGE
$212.95 – $217.75
VOLUME
136.4M
MARKET STATUS
U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m.
2026-05-09
en.gamegpu.com
2026-05-09
GameGPU
Qualcomm plans to launch an expanded processor lineup in the fourth quarter of 2026 to ensure device diversification. The company will introduce the flagship Snapdragon 8 Elite Gen 6 and Gen 6 Pro solutions based on TSMC's 2 nm process technology. The use of new lithography significantly increases production costs, forcing electronics manufacturers to seek ways to maintain profits amid the protrac