Semiconductor News & Analysis Feed
419 articles
2026-06-01
www.marketwatch.com
2026-06-01
MarketWatch
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2026-06-01
www.semiconductors.org
2026-06-01
Semiconductor Industry Association | SIA
SIA-Deloitte study estimates annual revenue from chips deployed in AI data centers could reach over $1.2 trillion by 2028, a nearly tenfold increase over four years
WASHINGTON, June 1, 2026 – The Semiconductor Industry Association (SIA), in partnership with Deloitte, today released a report finding the full range of semiconductor technologies are integral to artificial intelligence (AI), accounti
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
At a recent rally in New York, President Donald Trump spoke warmly about memory-chip maker Micron Technology (
MU
+5.07%
). He referenced the company's ambitious plans to invest an estimated $200 billion into expanding its domestic chip fabrication capacities over the next several years.
More broadly, Trump's remarks reflected his enthusiasm for onshoring U.S. manufacturing. I think this raises a
2026-06-01
www.proactiveinvestors.com
2026-06-01
Proactive financial news
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2026-06-01
www.notebookcheck.net
2026-06-01
Notebookcheck
Nvidia’s long-awaited Windows on ARM chip is finally here. It is made on an unspecified 3 nm node from TSMC. Formerly known as the N1X, which was likely its internal codename, the chip will launch as the RTX Spark. It won’t be the only one, with Nvidia stating other, lower-specced SKUs expected to surface later. Of course, this isn’t exactly new information. Multiple reports talked about the N1X a
2026-06-01
www.ft.com
2026-06-01
Financial Times
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2026-06-01
news.financial
2026-06-01
news.financial
June 1st, 2026 | 06:50 CEST
CHIP SECTOR HIGH-FLYERS IN THE NEW TECH GOLD RUSH – WHERE TO INVEST NOW? AMD, INFINEON, SPACEX, OR DRC GOLD
MINING
GOLD
COMMODITIES
AEROSPACE
CHIPS
SEMICONDUCTOR
AFRICA
Photo credits: Pixabay
The stock market takes no prisoners. Anyone currently invested in the semiconductor sector is on cloud nine and can hardly imagine the trend reversing. The Philadelphia Se
2026-06-01
hothardware.com
2026-06-01
HotHardware
NVIDIA Officially Enters PC Market: RTX Spark Unveiled At Computex 2026
by Marco Chiappetta — Sunday, May 31, 2026, 11:01 PM EDT
Comments
Computex 2026 and GTC Taipei will go down in history as the moment NVIDIA used to officially announce its entrance into the PC market. During his keynote at the Taipei Music Center, CEO Jensen Huang announced the RTX Spark SoCs – formerly codenamed N1 and N1X
2026-06-01
www.ft.com
2026-06-01
Financial Times
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2026-06-01
tomshardware.com
2026-06-01
Jake Roach
(Un)officially delayed to 2027, Venice comes first.
2026-06-01
tomshardware.com
2026-06-01
Zhiye Liu
AMD has officially launched the Radeon RX 9070 GRE for $549, an RDNA 4 graphics card that was previously exclusive to the Chinese market.
2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.theglobeandmail.com
2026-06-01
The Globe and Mail
Key Points
Just as Micron's memory chips play an essential role in AI data centers, Ciena's networking components do the same.
Ciena's revenue and earnings growth have been quite strong in recent quarters, and there is ample evidence that it will continue to grow.
10 stocks we like better than Ciena ›
Micron Technology (NASDAQ: MU) stock has delivered outstanding gains to investors so far in 2
2026-06-01
news.google.com
2026-06-01
The Globe and Mail
2026-06-01
www.fool.com
2026-06-01
The Motley Fool
Micron Technology (
MU
+5.07%
) stock has delivered outstanding gains to investors so far in 2026, with shares of the memory specialist rising by 208% as of this writing, and the good part is that the stock could get a big shot in the arm in June.
Micron is set to release its fiscal 2026 third-quarter results on June 24. The favorable demand-supply conditions in the memory market, driven by artif
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) stock has been one of the best investments of all time. It's unlikely that anyone who bought it when it went public back in 1999 at $12 per share recognized what the chipmaker would become, but investors who were impressed with the company at nearly any point in its existence and took a long-term approach to it have been well rewarded.
But is the stock's extended run-up larg
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa
2026-05-31
news.google.com
2026-05-31
The Globe and Mail
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
While Nvidia's main business is designing chips and other artificial intelligence infrastructure, it also invests some of its capital in public and private companies.
Most of Nvidia's investments are in companies with which it has partnerships, such as suppliers and customers.
Following Nvidia's investments can provide insight into how the company at the center of AI views certain pa