Semiconductor News & Analysis Feed
598 articles
2026-05-26
www.techpowerup.com
2026-05-26
TechPowerUp
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2026-05-26
wccftech.com
2026-05-26
Wccftech
The first NVIDIA Vera CPU benchmarks have been released, showcasing a huge gain over Grace while outperforming the latest AMD EPYC & Intel Xeon chips.
NVIDIA recently announced that its Vera CPUs were in full production, hand-delivering the first CPU racks to major AI firms such as OpenAI, SpaceX, Anthropic, and Oracle. Vera is a fundamental component of the Extreme Co-Design ecosystem powering t
2026-05-26
www.moomoo.com
2026-05-26
Moomoo
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智通财经APP获悉，周二，半导体股普涨，美国超微公司(AMD.US)涨6%，意法半导体(STM.US)、德州仪器(TXN.US)涨逾5%，应用材料(AMAT.US)涨近5%，泛林集团(LRCX.US)涨逾4%，英特尔(INTC.
2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
www.xtb.com
2026-05-26
XTB.com
Nvidia, the long-standing leader and undisputed frontrunner of the AI revolution in the GPU segment, is now sending one of its strongest strategic signals since the beginning of the artificial intelligence boom. The central processing unit (CPU) market is becoming the company’s next expansion front. The projection that the global CPU market could reach a value of $200 billion is not merely an ambi
2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
www.msn.com
2026-05-26
MSN
Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay.
“We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fear
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-26
www.gurufocus.com
2026-05-26
GuruFocus
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2026-05-26
www.tradingview.com
2026-05-26
TradingView
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2026-05-26
247wallst.com
2026-05-26
24/7 Wall St.
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced...
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2026-05-26
digitimes.com
2026-05-26
Intel CEO Lip-Bu Tan is set to arrive in Taiwan this weekend, joining AMD CEO Lisa Su and Nvidia CEO Jensen Huang in a high-stakes push by the world's top chip leaders to deepen ties with Taiwanese partners ahead of Computex 2026.
2026-05-26
digitimes.com
2026-05-26
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.
2026-05-26
www.tweaktown.com
2026-05-26
TweakTown
AMD's Zen 7 'Grimlock' CPUs will reportedly utilize TSMC's 1.4nm 'A14' node and advanced packaging
The company is also looking to integrate Powertech's FOPLP advanced packaging technology into the Zen 7 architecture, along with next-gen 3D V-Cache.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published May 25, 2026 2:50 PM CDT
2 minutes & 30 seconds read time
TL;DR: AMD is preparing its Zen 7 "Grim