Semiconductor News & Analysis Feed

194 articles
2026-07-04
www.fool.com 2026-07-04 The Motley Fool
2026-07-04
www.fool.com 2026-07-04 The Motley Fool
2026-07-03
www.fool.com 2026-07-03 The Motley Fool
2026-07-03
www.theglobeandmail.com 2026-07-03 The Globe and Mail
2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
2026-07-03
www.fool.com 2026-07-03 The Motley Fool
2026-07-03
finance.yahoo.com 2026-07-03 Yahoo Finance
2026-07-02
www.fool.com 2026-07-02 The Motley Fool
2026-07-02
digitimes.com 2026-07-02
Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For global buyers, that relief could be short-lived, as supply-chain sources warn that shortages tied to artificial intelligence demand are likely to keep memory markets tight through 2027.
2026-07-02
digitimes.com 2026-07-02
Singapore authorities have filed additional fraud and money laundering charges against four individuals and brought fresh charges against four companies, as part of an investigation linked to the movement of servers that may have contained Nvidia artificial intelligence chips subject to US export controls. The case has been reported by multiple outlets, including CNA, The Straits Times, and Reuter
2026-07-02
digitimes.com 2026-07-02
Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.
2026-07-02
digitimes.com 2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-01
www.securitysales.com 2026-07-01 Security Sales & Integration
2026-07-01
www.fool.com 2026-07-01 The Motley Fool
2026-06-29
www.fastcompany.com 2026-06-29 Fast Company
South Korean tech giants Samsung Electronics and SK Hynix said Monday they will invest a combined 800 trillion won ($518 billion) in building a new computer chipmaking hub in the country’s southwest region, capitalizing on surging artificial intelligence-driven demand. President Lee Jae Myung joined the companies’ chairs Monday in announcing the plan, which dovetails with the government’s efforts
2026-06-29
www.fastcompany.com 2026-06-29 Fast Company
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2026-06-29
www.aol.com 2026-06-29 AOL.com
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Join the $1 Trillion Club by 2028 DAVE KOVALESKI, THE MOTLEY FOOL Jun 29, 2026 0 Key Points Semiconductor stock ASML is the 20th-largest company in the world by market cap. Over the last five years, it has grown its market cap by about 19% per year. At this rate, it would join the $1 trillion club by the end of 2028. 10 sto
2026-06-29
www.theglobeandmail.com 2026-06-29 The Globe and Mail
Key Points Semiconductor stock ASML is the 20th-largest company in the world by market cap. Over the last five years, it has grown its market cap by about 19% per year. At this rate, it would join the $1 trillion club by the end of 2028. 10 stocks we like better than ASML › There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorg
2026-06-29
www.fool.com 2026-06-29 The Motley Fool
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorgan Chase, knocking on the door. One of the next artificial intelligence (AI) stocks to reach $1 trillion in market cap should be the Dutch semiconductor company ASML ( ASML +3.18% ). Currently, ASML is the world's 20th-largest company, with a market cap of about $693 billion. B
2026-06-29
www.fool.com 2026-06-29 The Motley Fool
Nvidia invested $2 billion in neocloud infrastructure provider CoreWeave ( CRWV +5.82% ) in January this year to help the latter build artificial intelligence (AI) factories powered by its chips. That investment has appreciated 11% since then despite bouts of volatility. However, it won't be surprising to see this AI stock jump higher in the future, as it plays an important role in the AI infrast