Semiconductor News & Analysis Feed
254 articles
2026-06-07
mottcapitalmanagement.com
2026-06-07
Mott Capital Management
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2026-06-07
www.techtimes.com
2026-06-07
Tech Times
By Allen Lee
Published: Jun 06 2026, 15:34 PM EDT
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This picture taken on May 16, 2024 shows the logo of new Japanese semiconductor maker Rapidus Corporation at company's headquarters in Tokyo. YAMAZAKI/AFP VIA GETTY IMAGES
Japan's Ministry of Economy, Trade and Industry announced Friday that th
2026-06-07
marklapedus.substack.com
2026-06-07
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Rapidus Receives More Funding
The Japanese foundry startup says that its 2nm process will move into production in 2027
SEMIECO
2026-06-06
www.marketbeat.com
2026-06-06
MarketBeat
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2026-06-05
www.moomoo.com
2026-06-05
Moomoo
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2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-04
www.indexbox.io
2026-06-04
IndexBox
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2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
www.theglobeandmail.com
2026-06-02
The Globe and Mail
A High-Conviction, Actively Managed ETF Built Around the Memory Semiconductor Ecosystem - the Critical Bottleneck Powering Artificial Intelligence, High-Performance Computing, and Data Center Infrastructure
Tuttle Capital Management announces the launch of the Tuttle Capital Concentrated Memory Stack ETF (HBMX), a thematic, actively managed ETF designed to provide focused exposure to companies op
2026-06-01
www.marketbeat.com
2026-06-01
MarketBeat
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2026-06-01
tomshardware.com
2026-06-01
Jake Roach
(Un)officially delayed to 2027, Venice comes first.
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
www.aol.com
2026-05-31
AOL.com
Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:50 PM GMT+8
0
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027, which keeps the entire industry on track to achieve a massive $3 trillion to $4 trillion annual spend by 2030. That's a huge growth prediction, but Nvidia is already probably receiving orders for 2027 products that allow it to back this projectio