Semiconductor News & Analysis Feed
11727 articles
2026-05-26
sg.finance.yahoo.com
2026-05-26
Yahoo Finance Singapore
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies.
Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals.
Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand.
10 stocks we like better than
2026-05-26
koreajoongangdaily.joins.com
2026-05-26
Korea JoongAng Daily
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2026-05-26
www.thestreet.com
2026-05-26
thestreet.com
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Despite experiencing a huge rally, the stock trades at a low forward earnings multiple.
An ongoing shortage of memory products is expected to drive further growth for Micron in the near future.
The business can be highly cyclical, however, and that can make Micron stock a risky buy.
10 stocks we like better than Micron Technology ›
Shares of Micron Technology (NASDAQ: MU) have been
2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding
2026-05-26
www.ibtimes.com
2026-05-26
International Business Times
By
Merin Rebecca Thomas
Published 05/25/26 AT 3:55 PM EDT
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The company framed the development as part of a broader effort to strengthen China's domestic semiconductor supply chain amid ongoing technology controls imposed by Washington. HUAWEI
Huawei has said it has developed a new chip design approach it cla
2026-05-26
www.ad-hoc-news.de
2026-05-26
AD HOC NEWS
Infineon’s, Trifecta
Infineon’s Trifecta: A GaN Patent Victory, a €91 Million EU Consortium, and €2.5 Billion in AI Revenue Ambition
25.05.2026 - 21:51:36 | boerse-global.de
Infineon stock hits 52-week high after ITC bans Chinese rival for GaN patent infringement; AI data center revenue projected to reach €2.5B, alongside €91M EU power semiconductor project.
Infineon’s Trifecta: A GaN Patent Vic
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Investors historically reaped gains from Nvidia primarily through share price appreciation.
The company's decision to raise its dividend could be a sign that it wants to welcome a new cohort of investors beyond those seeking artificial intelligence (AI)-driven growth.
Nvidia's dividend is now at a level that should appeal to value funds, endowments, and pension funds.
10 stocks we l
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
During its fiscal first-quarter 2027 earnings release, Nvidia (
NVDA
1.86%
) announced that it would be increasing its quarterly dividend from $0.01 to $0.25 per share. All shareholders on record as of June 4 will be eligible for the increase.
I see this move as a deliberate evolution in Nvidia's capital-allocation playbook. For the last few years, the company has been the archetype of hypergrowt