Semiconductor News & Analysis Feed
1178 articles
2026-05-30
tomshardware.com
2026-05-30
Jeffrey Kampman
An Nvidia-powered Arm PC running Windows could inspire new local AI experiences beyond Copilot+.
2026-05-30
wccftech.com
2026-05-30
Wccftech
A premium $600 notebook with a metal shell and impressive specifications is something no Apple competitor was prepared for, and in just one day, the entire industry flipped upside down. Given how quickly Qualcomm introduced the Snapdragon C, we can say with a certain degree of confidence that the chipset maker was ready for the MacBook Neo’s arrival. The only problem is that Qualcomm’s rivals stil
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Intel stock has turned in a stellar performance on the market over the past year, rising by an incredible 488% as of this writing, as demand for the company's chips has started to improve due to their deployment in artificial intelligence (AI) data centers.
Intel missed the AI chip boom initially, as its central processing units (CPUs) weren't suited for training large language models (LLMs) that
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Micron (
MU
+4.05%
) stock climbed 4.5% through 12:30 p.m. ET today on two encouraging news items.
The biggest news of the day, of course, is the remarkable 28% run-up in Dell Technologies' (
DELL
+28.37%
) stock price after it reported earnings last night. The second is... another price target hike for Micron itself.
Let's take those in order.
Image source: Micron.
What Dell's success means f
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Many, if not most, of us would love to own some terrific growth stocks that could help our portfolios surge in value. It's smart when owning such stocks, though, to plan to hang on for lots of years, and to not get impatient. For example, Microsoft (
MSFT
+3.94%
) shares have averaged only 10% annual gains over the past three years and are down 13% year to date as of May 22 -- but over the past de
2026-05-29
www.benzinga.com
2026-05-29
Benzinga
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
On Tuesday, May 26, Micron Technology (
MU
+4.66%
) surpassed $1 trillion in market capitalization for the very first time, capping off an explosive 830% gain in its stock over the last 12 months. It's officially the third American semiconductor company to join the exclusive trillion-dollar club, behind Nvidia and Broadcom.
Micron is one of the world's top suppliers of high-bandwidth memory (HBM)
2026-05-29
www.forbes.com
2026-05-29
Forbes
INNOVATION
ENTERPRISE TECH
LAM Research Event Shows Key Chiplet Technologies, Awards Innovators
ByThomas Coughlin,
Contributor.
Covering Digital Storage Technology & Market. IEEE President in 2024
Follow Author
May 29, 2026, 10:39am EDT
Innovation
GETTY
I attended LAM Research’s Future of AI and Semiconductors Event last week. LAM manufactures advanced semiconductor etching, including the dee
2026-05-29
tomshardware.com
2026-05-29
Jowi Morales
Is the Steam Deck price hike funding Gabe Newell's expensive hobby?
2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
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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
www.ad-hoc-news.de
2026-05-29
AD HOC NEWS
Research, Alliance
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak
29.05.2026 - 15:13:12 | boerse-global.de
Infineon doubles stock in 2026 after US ban on rival’s GaN products and leading €91M European chip consortium. Q2 revenue up 6%, automotive semiconductor leader.
€91 Million Research Alliance and a Key Patent Win Propel Infineon to a Fresh Peak - Foto: üb
2026-05-29
www.zacks.com
2026-05-29
Zacks Investment Research
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2026-05-29
www.investing.com
2026-05-29
Investing.com
__fail__
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
At its recent I/O conference, Alphabet (
GOOGL
+0.34%
) (
GOOG
+0.36%
) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone.
While in its early stages, this new company could impact Nvidia's (
NVDA
+0.80%
) AI hardware business and
2026-05-29
seekingalpha.com
2026-05-29
Seeking Alpha
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2026-05-29
sg.finance.yahoo.com
2026-05-29
Yahoo Finance Singapore
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2026-05-29
finance.yahoo.com
2026-05-29
Yahoo Finance
__fail__
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) has arguably been the quintessential growth stock over the past three years. The chipmaker has increased its revenue and earnings much faster than its similarly sized peers, while delivering extraordinary returns. That's why Nvidia's status as a high-growth company can hardly be denied, even by the bears. But what about the semiconductor specialist's dividend profile? Nvidia
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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