Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

173 articles
Trending Companies
NVIDIA67 TSMC32 Microsoft25 Intel24 Micron Technology20 Micron19 AMD18 Samsung15 Apple13 Amazon11 Google11 SK Hynix11 Synopsys10 Sony10 SK hynix9
Trending Technologies
EUV70 3nm51 AI28 GPU21 AI chips20 DRAM18 HBM16 AI infrastructure7 memory chips7 CUDA5 HBM45 HBM3E5 SoC5 3D printing5 chip design4
2026-05-28
The Zacks Analyst Blog Highlights Alphabet, Apple, Micron Technology, Cumberland Pharmaceuticals and AmeriServ Financial - Zacks Investment Research
0.65
news.google.com 2026-05-28 Zacks Investment Research
2026-05-27
NVIDIA's SANA-WM Open-Source Model Arrives, Accelerating the AI ​​Arms Race Among Major Companies - Moomoo
0.85
www.moomoo.com 2026-05-27 Moomoo
Investment products and services are offered through Moomoo Financial Inc., Member SIPC./FINRA. For further information about Moomoo Financial Inc., please visit Financial Industry Regulatory Authority (FINRA)’s BrokerCheck. Options trading entails significant risk and is not appropriate for all customers. It is important that investors read Characteristics and Risks of Standardized Options befor
NVIDIAopen-source modelartificial intelligenceAI racesemiconductor industrychip technologydeep learningcomputing power
2026-05-26
NVIDIA’s Vera CPU With 88 Olympus “Arm” Cores Outperforms AMD EPYC & Intel Xeon In First Benchmarks - Wccftech
0.92
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
NVIDIA Vera CPUARM architectureAgentic AICPU benchmarkServer chipAI computing platformSemiconductor technologyData center CPU
2026-05-26
NVIDIA Vera CPU Benchmarks: Olympus Cores Delivering The Best Performance Ever Seen On ARM Review - Phoronix
0.92
www.phoronix.com 2026-05-26 Phoronix
NVIDIA Vera CPU Benchmarks: Olympus Cores Delivering The Best Performance Ever Seen On ARM Written by Michael Larabel in Processors on 26 May 2026 at 10:00 AM EDT. Page 1 of 11. Add A Comment. NVIDIA's Vera data center CPU isn't ramping up until later this year but I recently had the opportunity to try out this new ARM-based CPU designed for agentic AI workloads. NVIDIA's Vera CPU with its in-hou
NVIDIA Vera CPUARM architectureOlympus coresAI workloadsData center CPUPerformance benchmarkingLinux supportCompiler optimization
2026-05-26
'Big Short' investor Michael Burry sounds the alarm on Nvidia stock and AI 'tokenmaxxing' - Business Insider Africa
0.92
africa.businessinsider.com 2026-05-26 Business Insider Africa
Nvidia stock is at a historically high risk of an "aggressive fall," Michael Burry says. The "Big Short" investor said the next fall could be "more dramatic" than previous big drops. Burry rang the alarm on "tokenmaxxing," calling it a "crazy, rushed, temporary phase." ADVERTISEMENT RECOMMENDED ARTICLES News WFH is a bigger driver of entry-level job woes than AI, researchers say News I moved to Ca
NVIDIAAI bubbleInvestment riskMarket correctionSemiconductor industryInvestor warningAI adoptionStock market analysis
2026-05-26
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge - Gotrade
0.92
www.heygotrade.com 2026-05-26 Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge Rendy Andriyanto Gotrade Team 26 Mei 2026 Reviewed by Gotrade Internal Analyst Table of Contents Key Takeaways ASIC Demand Catches Up To GPUs ARM And Astera Labs Extend The Rally Risks To The Bull Case Sources Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
AI ChipNVIDIAASICARMAstera LabsSemiconductor IndustryArtificial Intelligence HardwareChip Demand
2026-05-26
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology - The Globe and Mail
0.92
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
AI chipsAI data centersCPU architectureASIC chipsSemiconductor industryNVIDIAAMDArm
2026-05-26
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology - The Globe and Mail
0.92
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
AI chipsSemiconductor industryNVIDIAAMDARMMarvellArtificial IntelligenceData center
2026-05-26
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology - The Globe and Mail
0.92
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
AI chipsSemiconductor industryNVIDIAAMDARMMarvellArtificial IntelligenceData center
2026-05-26
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology - The Globe and Mail
0.92
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
AI chipsSemiconductor industryNVIDIAAMDARMMarvellArtificial IntelligenceData centers
2026-05-26
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology - The Globe and Mail
0.92
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
AI chipsSemiconductor industryNVIDIAAMDARMMarvellArtificial IntelligenceData center
2026-05-26
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology - Yahoo Finance
0.92
finance.yahoo.com 2026-05-26 Yahoo Finance
__fail__
2026-05-26
The 'Next Nvidia' Trade? Why Investors Are Suddenly Watching Advanced Micro Devices, Arm Holdings, and Marvell Technology - The Motley Fool
0.92
www.fool.com 2026-05-26 The Motley Fool
Nvidia ( NVDA 1.86% ) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs). What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
AI chipsNVIDIAAMDArm HoldingsMarvell TechnologyAI infrastructureGPUCPU
2026-05-26
Chinese GPU maker sells out over 30,000 gaming GPUs within 48 hours despite lukewarm benchmarks
0.87
tomshardware.com 2026-05-26 Zhiye Liu
Lisuan Tech reports having sold out 30,,000 preorder LX 7G100 graphics cards with a second batch on June 18.
GPU marketdomestic GPULisuan Techgraphics card salesChinese marketgaming GPUperformance comparisonpricing strategy
2026-05-25
Arm Holdings Stock Gains Upside Potential From Massive Nvidia Market Expansion - TIKR.com
0.92
www.tikr.com 2026-05-25 TIKR.com
Key Stats for Arm Holdings Stock Price change for Arm Holdings stock: 3% $ARM Share Price as of May. 22: $307 52-Week High: $315 $ARM Stock Price Target: $232 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? Arm Holdings (ARM) stock jumped about 9% on Thursday and another 3% on Friday after Jefferies highlighted a
Arm HoldingsNVIDIACPU chipAI computingARM architectureroyaltiesdata centerAGI
2026-05-23
AMC Entertainment, Nvidia, Arm Holdings And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week - Benzinga
0.65
news.google.com 2026-05-23 Benzinga
__fail__
2026-05-22
Applied Materials (AMAT): “The Arms Dealer of the Semiconductor Revolution” - Insider Monkey
0.95
www.insidermonkey.com 2026-05-22 Insider Monkey
__fail__
2026-05-22
Nvidia Venture Arm Backs French Quantum Computing Firm Alice & Bob - citybiz
0.85
www.citybiz.co 2026-05-22 citybiz
Skip to content citybiz CITIES ATLANTA BALTIMORE BOSTON CHARLOTTE RALEIGH CHICAGO CLEVELAND DALLAS DENVER DETROIT GLOBAL HOUSTON INDIANAPOLIS LOS ANGELES NEW YORK PHILADELPHIA PHOENIX PITTSBURGH PORTLAND SAN DIEGO SAN FRANCISCO SEATTLE SOUTH FLORIDA WASHINGTON DC CHANNELS Q&A CITYBIZ+ PEOPLE COMMERCIAL REAL ESTATE GENERAL BUSINESS MERGERS & ACQ
NVIDIAVenture CapitalQuantum ComputingFrench StartupAlice & BobSemiconductor IndustryArtificial IntelligenceInvestment Funding
2026-05-22
Alice & Bob Announces Investment From NVIDIA’s VC Arm in Series B Extension - The Quantum Insider
0.78
thequantuminsider.com 2026-05-22 The Quantum Insider
__fail__
2026-05-22
French quantum firm Alice & Bob wins new investment from Nvidia venture arm - Reuters
0.75
www.reuters.com 2026-05-22 Reuters
__fail__