Semiconductor News & Analysis Feed
419 articles
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
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.marketbeat.com
2026-05-31
MarketBeat
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2026-05-31
news.google.com
2026-05-31
The Motley Fool
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
www.marketbeat.com
2026-05-30
MarketBeat
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2026-05-30
news.google.com
2026-05-30
MarketBeat
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
eetimes.com
2026-05-30
Autonomous high-altitude platform stations are getting ready to bridge ground networks and LEO satellites.
2026-05-30
www.barrons.com
2026-05-30
Barron's
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2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Laptops
Nvidia and Microsoft tease "a new era of PC" ahead of Computex 2026 — coordinated social media posts could indicate that rumored N1X laptops will be Windows on Arm systems
News
By Jeffrey Kampman published 8 hours ago
An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.
(Image credit: Nvidia)
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2026-05-29
www.cleanroomtechnology.com
2026-05-29
Cleanroom Technology
A partnership has been established between ASML and Tata Electronics to create India’s first 30mm semiconductor fabrication facility.
Under the memorandum of understanding (MoU), ASML will deploy its lithography platforms and associated solutions to support operations at Tata Electronics’ upcoming Dholera facility.
ASML is a Netherlands-based global semiconductor equipment manufacturer special
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models.
However, AI is now moving from data centers into edge applications, such as smartphones,
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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