Semiconductor News & Analysis Feed
10882 articles
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Iren is well positioned to capitalize on the AI boom, and its recent deal with Nvidia cements it as a top data center player.
The terms of this strategic partnership are similar to the agreements Nvidia made with Nebius and CoreWeave.
Iren recently energized its 1.4 gigawatt Sweetwater 1 facility, giving it a major advantage over its peers.
10 stocks we like better than Iren ›
Iren
2026-06-01
www.aol.com
2026-06-01
AOL.com
Missed Out on Nvidia? Here's 1 AI Stock You Can Buy Right Now.
BRETT SCHAFER, THE MOTLEY FOOL
Mon, June 1, 2026 at 12:50 AM GMT+8
1
Key Points
Coupang is an e-commerce company that dominates the South Korean market
The company has many AI initiatives and is expanding aggressively into Taiwan.
The stock looks cheap for any investor with a time horizon longer than a year.
10 stocks we like bette
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Sitting here today, with stocks like Micron Technology zooming past a $1 trillion market cap and delivering 10x gains in a year, can make you feel like there is no opportunity left to buy artificial intelligence (AI) stocks. Stocks like Nvidia have been soaring for the last few years, and now trade at premium valuations with major downside risks if the AI spending boom peters out.
What if I told
2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Cerebras and Nvidia are both using SRAM in their inference chips.
However, Cerebras is making massive-sized chips, while Nvidia has incorporated normal-sized LPUs into its chip ecosystem.
10 stocks we like better than Cerebras Systems ›
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While large language model (LLM) training dominated the first phase of artificial intelligence (AI), inference is eventually expected to become the much larger market.
While LLM training is compute-heavy and more technically challenging, inference tends to be memory-centric and needs to be more cost-efficient given that it's an ongoing process. Traditionally, graphics processing units (GPUs) and
2026-05-31
www.tomshardware.com
2026-05-31
Tom's Hardware
PC Components CPUs
Nvidia's long-awaited N1/N1X SoC specs leak ahead of Computex launch — N1 to feature up to 20 Arm-based cores, standard N1 equipped with 12- and 10-core configs
News
By Hassam Nasir published 9 hours ago
The top-end N1X SKU is essentially a rebranded GB10.
(Image credit: Nvidia)
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2026-05-31
www.chosun.com
2026-05-31
조선일보
By Park Ji-min
Published 2026.06.01. 00:34
NVIDIA CEO Jensen Huang introduces the next-generation AI platform 'Vera Rubin' at the company's annual conference 'GTC 2026' in March last year. /AFP-Yonhap
NVIDIA, which dominates the artificial intelligence (AI) semiconductor market, is now eyeing the PC semiconductor sector. Axios reported on the 30th of last month (local time) that NVIDIA plans to
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
www.gurufocus.com
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
tomshardware.com
2026-05-31
Luke James
SoftBank carries over $130 billion in debt and took a $40 billion bridge loan in March to fund its latest OpenAI investment.
2026-05-31
uk.finance.yahoo.com
2026-05-31
Yahoo Finance UK
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2026-05-31
news.google.com
2026-05-31
Yahoo Finance
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.quiverquant.com
2026-05-31
Quiver Quantitative
NVIDIA AI Push: Recent market updates on NVIDIA's multi-billion-dollar commitments to AI initiatives have drawn attention to Qualcomm as a key player in the semiconductor supply chain. Observers note potential spillover benefits for firms like QCOM amid expanding data center and edge computing demands. Discussions emphasize how these developments could accelerate Qualcomm's role in next-generation
2026-05-31
www.insidermonkey.com
2026-05-31
Insider Monkey
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2026-05-31
www.tekedia.com
2026-05-31
Tekedia
MediaTek Accepts Both Intel And TSMC Packaging As AI Chip Boom Reshapes Semiconductor Supply Chains
May 31, 2026 | by Samuel Nwite | 0
Taiwanese chip designer MediaTek is positioning itself as a rare neutral player in one of the semiconductor industry’s most consequential battles, embracing both Taiwan Semiconductor Manufacturing Co. (TSMC) and Intel’s advanced packaging technologies as demand f