Semiconductor News & Analysis Feed
8588 articles
2026-05-27
blogs.nvidia.com
2026-05-27
NVIDIA Blog
NVIDIA Vera CPU Is ‘Packing a Heavy-Hitting Punch’ Against Competition
In the new Phoronix benchmark, Vera delivers winning performance and memory results for agentic AI.
May 26, 2026 by Diana Aung
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The shift to agentic AI creates a new CPU requirement for the AI factory: fast cores, massive memory bandwidth and the ability to sustain high performance when all cores are active.
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
www.kiplinger.com
2026-05-27
Kiplinger
HOME INVESTING STOCKS
Micron Leads Tech as Nasdaq Hits High: Stock Market Today
Investors, traders and speculators emerged from a three-day weekend optimistic about the long-term impact of artificial intelligence.
BY DAVID DITTMAN
PUBLISHED 21 MINUTES AGO
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2026-05-27
www.globenewswire.com
2026-05-27
GlobeNewswire
Collaborative R&D at Applied’s EPIC Center in Silicon Valley will enable higher yields and faster commercialization of next-generation chips
Partnership deepens long-standing joint development relationship to overcome process challenges in leading-edge chipmaking
SANTA CLARA, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering solut
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.stocktitan.net
2026-05-27
Stock Titan
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-27
investinglive.com
2026-05-27
investingLive
The price of Micron (MU) is up 20.8% TODAY. For the year the price is up 218%. That rivals some of the best years for Nvidia (238% ins 2023). Going back 12 months the price is up over 860% (from $96). That is extraordinary.
Fundamentally speaking?
Micron (MU) makes the “memory chips” that help AI computers remember information really fast. Without those memory chips, AI systems slow down badly —
2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
semiengineering.com
2026-05-27
Semiconductor Engineering
Researchers from Micron Technology and Argonne National Laboratory have released “Understanding Inference Scaling for LLMs: Bottlenecks, Trade-offs, and Performance Principles”.
Abstract
“The transition from standard generative AI to reasoning-centric architectures, exemplified by models capable of extensive Chain-of-Thought (CoT) processing, marks a fundamental paradigm shift in system requireme
2026-05-27
www.syracuse.com
2026-05-27
Syracuse.com
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2026-05-27
simplywall.st
2026-05-27
simplywall.st
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2026-05-27
247wallst.com
2026-05-27
24/7 Wall St.
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2026-05-27
www.tradingview.com
2026-05-27
TradingView
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2026-05-27
www.investopedia.com
2026-05-27
Investopedia
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2026-05-27
environmentenergyleader.com
2026-05-27
Environment+Energy Leader
Representatives from the Idaho Department of Commerce, the Boise Valley Economic Partnership (BVEP), and the City of Boise were in Japan from April 21 to 25 for an Innovative Tech Trade Mission that covered semiconductors, AI, aerospace, food technology, and logistics. Meetings included Hitachi, Mitsubishi Chemical Corporation, Sumitomo Corporation, and the Japan External Trade Organization (JETRO
2026-05-27
www.quiverquant.com
2026-05-27
Quiver Quantitative
NVIDIA Earnings Rotation: Social media participants noted a clear shift toward AMD shares after NVIDIA's latest results, with analysts pointing to accelerating growth rates near 50 percent in key segments.
Computex Momentum: Discussions centered on Lisa Su's upcoming appearance at the event, which investors linked to potential CPU market gains and broader semiconductor strength amid memory supply
2026-05-27
news.google.com
2026-05-27
Digital Foundry
2026-05-27
whtc.com
2026-05-27
WHTC
May 26 (Reuters) – Qualcomm reached a deal with TikTok owner ByteDance to supply chips for AI data centers, Bloomberg News reported on Tuesday, citing people familiar with the matter.
Shares of the smartphone chip designer rose nearly 5%.
ByteDance is set to procure millions of Qualcomm chips known as application-specific integrated circuits to help support the social media company’s AI agent