Semiconductor News & Analysis Feed
146 articles
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.tradingview.com
2026-06-02
TradingView
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2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
stocktwits.com
2026-06-02
Stocktwits
stocktwits.com
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2026-06-02
www.datacenterdynamics.com
2026-06-02
Data Center Dynamics
Marvell CEO Matt Murphy called data center connectivity the next major bottleneck to AI growth, following the explosion in demand (and valuation) of compute and memory businesses.
Speaking at Computex, Murphy was joined by Nvidia CEO Jensen Huang to discuss the potential of connectivity to be the next investment wave.
– Sebastian Moss
"For the past several years, AI has created new demands on t
2026-06-01
www.tahawultech.com
2026-06-01
TahawulTech.com
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2026-06-01
www.thestreet.com
2026-06-01
thestreet.com
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2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Micron is one of the big winners of the AI growth story as companies rush to its memory products.
Agentic AI could supercharge Micron’s growth in the quarters to come.
10 stocks we like better than Micron Technology ›
Micron Technology(NASDAQ: MU) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting s
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
Micron Technology (
MU
+5.07%
) has been around for nearly 50 years, but these days, this tech giant is experiencing growth you might generally expect from an exciting start-up. This is thanks to the artificial intelligence (AI) boom, which has supercharged demand for the company's memory and storage offerings and translated into significant revenue growth.
As a result, investors have rushed to g
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
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2026-05-30
tomshardware.com
2026-05-30
Bruno Ferreira
Kevin O'Leary claims Chinese propaganda to blame for anti-datacenter sentiment.
2026-05-30
digitimes.com
2026-05-30
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the time he hosted more than 30 executives at a brick-walled restaurant six days later, the week had traced something much larger than a Computex schedule. It had mapped, dinner by dinner and post by post, the anatomy of the worl
2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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2026-05-30
www.marketscreener.com
2026-05-30
marketscreener.com
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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
ca.finance.yahoo.com
2026-05-29
Yahoo! Finance Canada
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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2026-05-29
www.msn.com
2026-05-29
MSN
Memory-chip makers SK Hynix and Micron Technology have joined an elite group of companies with market values exceeding $1 trillion amid the artificial-intelligence-driven chip boom.
Shares of the world’s second-largest memory-chip maker SK Hynix have more than tripled this year. On Wednesday, they closed 9.3% higher, bringing the South Korean firm’s market capitalization to 1.599 quadrillion won,
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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