Semiconductor News & Analysis Feed
1173 articles
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) CEO Jensen Huang isn’t afraid to make bold statements, and his bravado and vision have served the company well. Nvidia has become the largest publicly traded company in the world by market cap, with a valuation exceeding $5 trillion.
Obviously, Huang knows what it takes to get a company to the $1 trillion mark, and now he’s identified a fellow chipmaker with a market cap of
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
AMD (
AMD
+2.36%
) and Nvidia (
NVDA
0.75%
) are two stocks that are often compared. It makes sense, as these two are the top dogs in the graphics processing unit (GPU) space. GPUs have been the primary computing chip utilized for artificial intelligence (AI) training and computing up to this point, and they'll likely maintain a dominant hold on this industry because of their ability to handle a v
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
One of the most widely followed aggressive growth fund managers kicked off this week with a hankering for Nvidia (
NVDA
0.75%
). Cathie Wood -- founder and CEO at Ark Invest -- only added to two existing positions across her high-octane ETFs on Monday. Nvidia was one of those two purchases.
It wasn't just a nibble. Ark Invest purchased shares of the world's most valuable company in all five of it
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) is the most valuable company in the world, and it remains the only company worth more than $5 trillion. However, despite a brilliant first-quarter report, the stock moved lower.
Here's what I think is going on with Nvidia stock and what investors can expect going forward.
Image source: Nvidia.
The $4 trillion opportunity
According to Nvidia CFO Collette Kress, the company
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Intel's (
INTC
1.28%
) shares have soared 489%, and Micron Technology (
MU
+2.70%
) stock is up a shocking 869% over the past year. The artificial intelligence spending boom that's currently underway is fueling interest in these stocks, and both could benefit from rising semiconductor demand in the coming years.
But which is the better AI stock to buy right now?
Image source: Getty Images.
Ther
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
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2026-06-02
www.tradingkey.com
2026-06-02
TradingKey
SK Hynix plans to double memory chip wafer production capacity within five years, projecting a global shortage until 2030 due to AI-driven HBM demand. The company aims to be NVIDIA's primary HBM supplier for the Vera Rubin system, currently holding a significant share of HBM4 orders. SK Group also seeks to diversify partnerships in Taiwan beyond TSMC. SK Hynix has surpassed $1 trillion in market c
2026-06-02
www.mk.co.kr
2026-06-02
매일경제
Chey Tae-won, chairman of SK Group, declared that he would double SK hynix's production capacity within the next five years.
He also maintained his view that the supply shortage will continue until 2030 as demand for memory, including High Bandwidth Memory (HBM), surges amid the spread of AI.
On the 2nd, after touring the exhibition halls at COMPUTEX Taipei 2026 in Taipei, Taiwan, Chey told repo
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia (
NVDA
0.75%
) stock has had a lackluster year by its standards. It's up about 13% so far, which would be OK in a normal year because the S&P 500 (
^GSPC
+0.13%
) typically averages about a 10% return in a year.
But this isn't a normal year. The S&P 500 is already up 11% so far, and the S&P 500 technology-only sector is up nearly 25%. With the average tech stock showing more than double Nv
2026-06-02
www.indexbox.io
2026-06-02
IndexBox
Researchers from Monash University have developed a valleytronics circuit capable of generating, directing, and reading light-based information on a single chip, according to a source report. The device operates at room temperature and can handle multiple streams of information simultaneously. In a demonstration, the team encoded and processed two different images at once using the circuit. The re
2026-06-02
biz.chosun.com
2026-06-02
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.02. 16:39
Updated 2026.06.02. 16:39
Chey Tae-won, chairman of SK Group, projected that a memory supply shortage, including high-bandwidth memory (HBM), will continue through 2030 as demand for memory surges with the spread of artificial intelligence (AI). He also unveiled a plan to double SK hynix's wafer production capacity within the next five years to respon
2026-06-02
www.heygotrade.com
2026-06-02
Gotrade
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2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
__fail__
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
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2026-06-02
en.yna.co.kr
2026-06-02
Yonhap News Agency
SEOUL, June 2 (Yonhap) -- The government will streamline import procedures for extreme ultraviolet (EUV), key equipment used for semiconductor manufacturing, as part of a broader effort to help the booming chip industry maintain its manufacturing competitiveness, the industry ministry said Tuesday.
Under the revised enforcement decree of the High-Pressure Gas Safety Control Act endorsed by the Ca
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Nvidia is making it more feasible for manufacturers and tech companies to develop driverless car systems.
Nvidia's (
NVDA
+6.26%
) partnering with companies that are developing driverless car technology.
*Stock prices used were the afternoon prices of May 26, 2026. The video was published on May 28, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recom
2026-06-02
www.fool.com
2026-06-02
The Motley Fool
Shares of Nvidia (
NVDA
+6.26%
) and Arm Holdings (
ARM
+15.73%
) rose sharply on Monday, as investors celebrated the launch of their game-changing new computer processor.
Image source: The Motley Fool.
Nvidia wants to power your PC
After dominating the massive and still rapidly expanding market for graphics processing units (GPUs) used in artificial intelligence (AI) data centers, Nvidia has s
2026-06-02
tomshardware.com
2026-06-02
Jake Roach
Intel CEO Lip-Bu Tan is set to take the stage at Computex 2026 for a keynote address at 10:30 pm PT on June 1
2026-06-02
tomshardware.com
2026-06-02
Matt Safford
Upgraded Azoth Extreme features 24-karat gold accents, transparent switches and keycaps, and up to 1,600 hours of battery life over 2.4 GHz.