Semiconductor News & Analysis Feed
200 articles
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Artificial intelligence (AI) is moving from the training phase to the production phase, as enterprises, users, and governments that have spent hundreds of billions of dollars on this technology are looking to unlock its productivity gains.
This process of deploying trained AI models into production, where they execute tasks in the real-world by ingesting fresh inputs, is known as inference. Deloi
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
__fail__
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is Officially the Largest Stock in the World. Is the Artificial Intelligence (AI) Giant Still Cheap?
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 7:50 PM PDT 3 min read
NVDA
+0.19%
GOOGL
+1.21%
V
+0.50%
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Trading disclosure
Nvidia (NASDAQ: NVDA) is the largest company in the world, and by a large margin. Second-place Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL)
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
Nvidia
(
NVDA
3.99%
)
is the largest company in the world, and by a large margin. Second-place
Alphabet
(
GOOG
0.61%
)
(
GOOGL
0.85%
)
sits at a $4.5 trillion market cap, while Nvidia hovers around $5.1 trillion. That $600 billion gap is massive, equivalent to the size of
Visa
.
With Nvidia being the largest company in the world, some investors would consider the stock expensive. However, after br
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia
Keithen Drury, The Motley Fool
Tue, June 23, 2026 at 5:47 PM PDT 4 min read
SPCX
-0.17%
NVDA
-0.29%
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Trading disclosure
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. It may not sound like an AI
2026-06-24
www.fool.com
2026-06-24
The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (
SPCX
+0.46%
), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-23
www.fool.com
2026-06-23
The Motley Fool
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2026-06-22
news.google.com
2026-06-22
The Motley Fool
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Key Points
Broadcom is benefiting as hyperscalers shift toward custom AI chips and networking solutions.
AI semiconductor revenue hit $10.8 billion, up 143% year over year in fiscal 2026’s second quarter.
Management expects $16 billion in third-quarter AI semiconductor revenue, more than 200% growth year over year.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) may be one of
2026-06-22
digitimes.com
2026-06-22
High-speed transmission IC design company ASMedia Technology held its annual shareholders meeting on June 17, completing a full board reshuffle. ASMedia president Che-Wei Lin stated that 2025 revenue surpassed NT$10 billion (approx. US$316.5 million) for the first time, while earnings per share (EPS) reached NT$72.7. However, amid structural changes in the industry driven by the continued expansio
2026-06-21
news.google.com
2026-06-21
The Motley Fool
2026-06-21
www.fool.com
2026-06-21
The Motley Fool
Memory stock prices have soared this year amid a shortage driven by artificial intelligence (AI). If you're looking for an easy way to invest in these stocks, a recently launched exchange-traded fund (ETF), the Roundhill Memory ETF (
DRAM
+5.23%
), holds the biggest names.
The ETF trades for about $72 as of June 17, so $100 is enough for more than 1.25 shares if your broker offers fractional trad
2026-06-19
www.insidermonkey.com
2026-06-19
Insider Monkey
NEWS
Nvidia (NVDA) Announces Artificial Intelligence Partnerships with 6 Major South Korean Companies
Published on June 19, 2026 at 8:19 am by MUHAMMAD ALI KHALID in News
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NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds.
On June 8, following a four-day visit to South Korea, Nvidia Corp.’s (NASDAQ:NVDA) Chief Executive O
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
AMD vs. NVDA: Which Artificial Intelligence (AI) Semiconductor Stock Dominates the Next Phase of CPUs, GPUs, and Robotics?
Adria Cimino, The Motley Fool
Fri, June 19, 2026 at 1:22 AM PDT 5 min read
NVDA
-0.97%
AMD
+2.65%
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Trading disclosure
Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) both are winning in this artificial intelligence (AI) revolution. The
2026-06-19
www.fool.com
2026-06-19
The Motley Fool
Nvidia (
NVDA
1.13%
) and Advanced Micro Devices (
AMD
+2.58%
) both are winning in this artificial intelligence (AI) revolution. These companies each make the graphics processing units (GPUs) needed to power the most crucial of AI tasks, such as the training of models. And this has translated into spectacular earnings growth and stock performance.
For example, in the latest quarter, Nvidia and A
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia has invested in many artificial intelligence (AI)-focused companies lately, and neocloud provider Nebius Group (
NBIS
+5.91%
) is one of them.
In March this year, Nvidia announced that it will invest $2 billion in Nebius to help accelerate the build-out of data centers and AI factories. Nebius specializes in designing and building dedicated AI and high-performance computing (HPC) data cent
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A