Semiconductor News & Analysis Feed
20 articles
2026-08-24
intellectia.ai
2026-08-24
2026-08-23
intellectia.ai
2026-08-23
2026-08-20
seekingalpha.com
2026-08-20
2026-08-20
finance.yahoo.com
2026-08-20
2026-08-20
2026-08-20
www.businessinsider.com
2026-08-20
Prominent investor Michael Burry warns that NVIDIA faces serious competition in the AI chip market, signaling potential market adjustments in AI stocks. Burry, known for his insights in the semiconductor industry, highlights that while NVIDIA currently dominates the AI chip space, increasing competi
2026-08-18
simplywall.st
2026-08-18
This article explores investment opportunities in AI stocks beyond NVIDIA within the enterprise software sector. Amid ongoing inflation and interest rate uncertainties, investors are increasingly drawn to AI-enabled companies that enhance operational efficiency with fewer resources. The article high
2026-08-17
finance.yahoo.com
2026-08-17
2026-08-17
2026-08-13
asia.nikkei.com
2026-08-13
Recently, TSMC and Sony announced a collaboration to mass-produce next-generation image sensor chips by 2029 in Japan, highlighting deepening global semiconductor supply chain integration and the shift of AI development from software models to physical systems. Meanwhile, China's tech sector is expe
2026-08-13
www.ft.com
2026-08-13
The strategic partnership between TSMC and Sony has generated significant attention in the semiconductor industry, highlighting deep collaboration in advanced process technology, AI chip design, and supply chain integration. This alliance strengthens both companies' competitive advantages in high-en
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-10
news.google.com
2026-08-10
2026-08-09
news.google.com
2026-08-09
2026-08-09
news.google.com
2026-08-09
2026-08-06
www.fool.com
2026-08-06
Since the AI boom began, several semiconductor and tech companies have seen extraordinary stock price surges. NVIDIA, a key designer of GPUs essential for AI computing, has risen 1,360% since January 2023. Micron and Sandisk, both memory and storage chipmakers, have surged 1,690% and 3,860% respecti
2026-07-31
www.thestreet.com
2026-07-31