Semiconductor News & Analysis Feed
20 articles
2026-09-30
2026-09-29
finance.yahoo.com
2026-09-29
2026-09-18
simplywall.st
2026-09-18
The rapid advancement of artificial intelligence technology has driven sustained growth in data center demand, boosting semiconductor industry stocks. NVIDIA, as a leader in AI computing, has seen strong demand for its data center products, directly propelling the entire industry chain. In this cont
2026-09-15
seekingalpha.com
2026-09-15
2026-09-01
2026-09-01
www.digitimes.com
2026-09-01
According to Digitimes, the capital expenditure of the world's nine largest cloud service providers is projected to increase by approximately 90% year-over-year in 2026, driven primarily by surging demand for AI servers. Compared to conventional servers, AI servers require significantly more power a
2026-08-30
simplywall.st
2026-08-30
As demand for artificial intelligence and data centers surges, investment interest in AI infrastructure continues to rise. This article analyzes three representative stocks in this sector: Rambus, Advanced Energy Industries, and Montage Technology. Rambus specializes in high-performance DDR5 memory
2026-08-20
sg.finance.yahoo.com
2026-08-20
2026-08-15
finance.yahoo.com
2026-08-15
In the August 12 episode of 'Mad Money', financial host Jim Cramer reviewed NVIDIA's pivotal role in artificial intelligence infrastructure, highlighting strong demand for data center stocks and the enduring value of older GPUs. Cramer emphasized that even 9-year-old NVIDIA chips retain or gain valu
2026-07-22
simplywall.st
2026-07-22
This article focuses on key semiconductor investments amid the AI-driven wave. Tower Semiconductor (TSEM), an independent foundry, is expanding its silicon photonics and silicon germanium capacity in Japan, supported by $1 billion in government grants, to meet the growing demand for high-performance
2026-07-20
www.plasticsnews.com
2026-07-20
2026-07-16
www.gulfcoastnewsnow.com
2026-07-16
2026-07-08
2026-07-07
simplywall.st
2026-07-07
In July 2026, the semiconductor and AI industry continues to attract significant market attention, with demand for AI chips at the forefront. Micron Technology, a global leader in memory and storage solutions, plays a central role in AI data center development, particularly through its high-bandwidt
2026-06-22
eciks.org
2026-06-22
On June 18, 2026, VanEck's Semiconductor ETF (SMH) attracted a record $6.9 billion in single-day net inflows, reflecting strong investor demand for AI chips. This surge underscores the semiconductor sector's central role in AI infrastructure development, as hyperscalers and data center operators inv
2026-06-17
2026-06-04
2026-05-28
digitimes.com
2026-05-28
Marvell Technology reported record revenue in Q1 2027 and raised its long-term outlook, driven by accelerating demand for AI-related data center infrastructure. The company's performance reflects the broader semiconductor industry's shift toward AI-enabled solutions, particularly in high-speed inter
2026-05-28
digitimes.com
2026-05-28
Iteq, a copper clad laminate (CCL) manufacturer, reported that the deepening of generative AI applications, accelerated cloud computing and data center expansion, along with steady demand growth, are driving increased shipments of its M7+ product line. This trend reflects the semiconductor industry'
2026-05-27
finance.yahoo.com
2026-05-27