Semiconductor News & Analysis Feed
519 articles
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-26
www.msn.com
2026-05-26
MSN
U.S. semiconductor stocks moved broadly higher in premarket trading on Tuesday, with memory chipmakers and AI infrastructure companies leading gains as market sentiment improved following signs of progress in negotiations between the United States and Iran.
The rally followed strength across Asian markets, where artificial intelligence-linked technology stocks advanced in both Hong Kong and South
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
Quantum Stocks Surge as Rigetti, D-Wave Win CHIPS Act Funding
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Funding Recipients And Strategic Footprint
Sector Implications For Investors
Sources
Gotrade News - Rigetti Computing rallied 48 percent this week after the Department of Commerce named it among nine quantum computing CHIPS Ac
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
__fail__
2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
US-China tech war
BusinessChina Business
US chipmakers in China see revenue rise, defying trade tensions: Hurun list
American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand
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Themis Qi
Published: 11:03pm, 25 May 2026
Twenty-six US semiconductor fi
2026-05-25
news.google.com
2026-05-25
Adam Tooze | Substack
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2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
AMD vs Intel vs Micron: Which Chip Stock Has the Best 2026 Setup?
Erwanto Khusuma
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Micron has the best risk-adjusted 2026 setup because it supplies HBM to both Nvidia and AMD and benefits from structural AI memory demand.
AMD offers the highest AI accelerator upside via the MI400 launch and OpenAI 6-gigawatt deal, but trade
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
Nvidia $200B CPU Market Forecast Includes China, Huang Says
Rendy Andriyanto
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Vera Rubin Roadmap
China Market Hurdles
Sources
Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
__fail__
2026-05-24
tomshardware.com
2026-05-24
Luke James
Huang told reporters at Songshan Airport that Nvidia insists its partners follow U.S. trade rules.
2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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2026-05-24
finance.yahoo.com
2026-05-24
Yahoo Finance
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