Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

196 articles
Trending Companies
NVIDIA135 TSMC58 SK Hynix47 Micron Technology41 Samsung40 Samsung Electronics29 Microsoft27 Micron27 Infineon27 SK hynix25 Intel20 SanDisk20 AMD19 Apple18 Google17
Trending Technologies
EUV127 3nm105 AI45 HBM40 AI chips39 DRAM33 GPU32 NAND flash22 memory chips20 advanced packaging17 AI infrastructure15 semiconductor10 HBM49 AI data center9 chip manufacturing9
2026-05-13
This $13 Nvidia-Backed Artificial Intelligence (AI) Stock Just Partnered with Anduril. Here's What Investors Need to Know. - Yahoo Finance
0.7
finance.yahoo.com 2026-05-13 Yahoo Finance
__fail__
2026-05-13
This $13 Nvidia-Backed Artificial Intelligence (AI) Stock Just Partnered with Anduril. Here's What Investors Need to Know. - The Motley Fool
0.85
www.fool.com 2026-05-13 The Motley Fool
__fail__
2026-05-13
4 Brilliant Chip Stocks to Capitalize on the Artificial Intelligence (AI) Build-Out - The Motley Fool
0.92
www.fool.com 2026-05-13 The Motley Fool
While there may be questions surrounding the validity of companies spending hundreds of billions of dollars on artificial intelligence (AI) infrastructure, the reality is, that money is being spent, a handful of companies are directly benefiting from it -- most prominent among them, chipmakers.With those hardware companies getting paid right now, these businesses have major upside, and I think mos
Artificial IntelligenceChip StocksSemiconductorAI InfrastructureTSMCNVIDIAMicronGPU
2026-05-13
Artificial Intelligence’s No. 1 Bottleneck Just Surged 497% - 24/7 Wall St.
0.7
247wallst.com 2026-05-13 24/7 Wall St.
__fail__
2026-05-10
Are SanDisk and Micron Too Expensive? Here's How You Can Invest in the Artificial Intelligence (AI) Memory Supercycle for Just $50. - The Globe and Mail
0.92
www.theglobeandmail.com 2026-05-10 The Globe and Mail
__fail__
2026-05-10
Are SanDisk and Micron Too Expensive? Here's How You Can Invest in the Artificial Intelligence (AI) Memory Supercycle for Just $50. - The Globe and Mail
0.85
www.theglobeandmail.com 2026-05-10 The Globe and Mail
__fail__
2026-05-10
Are SanDisk and Micron Too Expensive? Here's How You Can Invest in the Artificial Intelligence (AI) Memory Supercycle for Just $50. - The Globe and Mail
0.92
www.theglobeandmail.com 2026-05-10 The Globe and Mail
__fail__
2026-05-10
Are SanDisk and Micron Too Expensive? Here's How You Can Invest in the Artificial Intelligence (AI) Memory Supercycle for Just $50. - Yahoo Finance
0.92
finance.yahoo.com 2026-05-10 Yahoo Finance
__fail__
2026-05-10
Are SanDisk and Micron Too Expensive? Here's How You Can Invest in the Artificial Intelligence (AI) Memory Supercycle for Just $50. - The Motley Fool
0.92
www.fool.com 2026-05-10 The Motley Fool
The explosive growth of artificial intelligence (AI) is rewriting the rules for semiconductor demand, with memory and storage chips emerging as the next pillars deployed across data centers, model training, and real-time inference.Companies likeMicron Technology(MU+15.40%)andSanDisk(SNDK+16.40%)have delivered jaw-dropping financial results and stock gains as AI systems become increasingly memory-h
Artificial IntelligenceSemiconductorMemory ChipsStorage ChipsAI Memory SupercycleInvestment StrategyETF FundDRAM
2026-05-10
Prediction: This Nvidia-Backed Artificial Intelligence (AI) Company Might Be the Next Meme Stock. Here's Why It's Actually a Buy at $13 Per Share. - AOL.com
0.65
news.google.com 2026-05-10 AOL.com
__fail__
2026-05-10
Prediction: This Nvidia-Backed Artificial Intelligence (AI) Company Might Be the Next Meme Stock. Here's Why It's Actually a Buy at $13 Per Share. - The Motley Fool
0.87
www.fool.com 2026-05-10 The Motley Fool
Evolving from its roots in industrial and electronics equipment,Nokia(NOK+3.81%)has long been a cornerstone of global connectivity. Once a dominant force in mobile handsets that defined an era of brick phones, the company has quietly reinvented itself as a leader in network infrastructure.Amid the explosive growth of artificial intelligence (AI), Nokia has forged a partnership withNvidia(NVDA+1.73
NokiaNVIDIAArtificial Intelligence5G NetworkAI-RANTelecom InfrastructureSemiconductorEdge Computing
2026-05-10
Prediction: The Helium Crunch Will Accelerate the Reshoring of Artificial Intelligence (AI) Chip Manufacturing. Here Are the Best Growth Stocks to Own. - The Motley Fool
0.92
www.fool.com 2026-05-10 The Motley Fool
Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac
AI chip manufacturingSemiconductor industrySupply chain disruptionHelium shortageReshoringU.S. semiconductorTSMCIntel
2026-05-07
Not Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era. - AOL.com
0.95
www.aol.com 2026-05-07 AOL.com
__fail__
2026-05-07
Not Nvidia. Not Broadcom. Intel Is Going to Be the Biggest Winner of the Artificial Intelligence (AI) Inference Era. - The Motley Fool
0.92
www.fool.com 2026-05-07 The Motley Fool
A shift is happening in the artificial intelligence (AI) computing space. Hyperscalers and AI companies are transitioning from training large language models to putting those models to work on real-world data to unlock the productivity gains that this technology promises.A lot ofmoney has been spenton data center infrastructure that's optimized to train models using large datasets. Inference, on t
AI InferenceAI ChipsIntelNVIDIABroadcomData CentersCPUASIC
2026-05-07
Nvidia Invested $2 Billion in This Artificial Intelligence (AI) Stock. It Is Already Up 57% and Can Become a Multibagger - The Motley Fool
0.92
www.fool.com 2026-05-07 The Motley Fool
On March 11,Nvidiaannounced that it would invest $2 billion inNebius Group(NBIS5.19%), a neocloud company that offers dedicated artificial intelligence (AI) data centers and software solutions to companies looking to run AI workloads in the cloud.Nebius stock has jumped by 57% since that investment was revealed. However, the good news for investors is that it isn't too late to buy shares of this f
Artificial IntelligenceCloud ComputingData CentersNVIDIA InvestmentNebiusAI InfrastructureCloud ServicesSemiconductor
FADU wins new contracts as AI workloads reshape data storage
0.92
digitimes.com
As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture will become a critical battleground in the AI infrastructure race.