Semiconductor News & Analysis Feed
1180 articles
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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2026-05-29
tomshardware.com
2026-05-29
Mark Tyson
An IBM ThinkPad user boasts that they can install '(almost) all versions of Windows from NT 4 to 10 22H2' with driver support, without resorting to virtual machine (VM) technology.
2026-05-29
news.google.com
2026-05-29
Taiwan News
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Nvidia (
NVDA
+0.80%
) is at the center of the artificial intelligence (AI) revolution, and the company is trying to secure its future in the industry. One way it is doing so is through heavy R&D investments. Another is by investing in other promising AI-focused companies. Two of them, Intel (
INTC
0.72%
) and CoreWeave (
CRWV
+2.50%
), accounted for about 71.6% of its portfolio as of March 31. Gi
2026-05-29
moneymorning.com
2026-05-29
Money Morning
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2026-05-29
Crypto Briefing
Nvidia leads key themes at Computex 2026 AI tech showcase
Jensen Huang's keynote kicks off a week of AI infrastructure reveals in Taipei, with zero crypto announcements on the agenda.
2026-05-29
www.bloomberg.com
2026-05-29
Bloomberg.com
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2026-05-29
digitimes.com
2026-05-29
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge AI, physical AI, and quantum-computing cybersecurity. The visit highlights how platform alliances are increasingly influencing next-generation computing architectures for global technology markets.
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
Foxconn chairman Young Liu said the company is preparing to break ground on its advanced packaging plant in France while continuing to explore sovereign-AI opportunities in Africa, as the electronics manufacturer looks beyond AI servers for its next phase of growth.
2026-05-29
digitimes.com
2026-05-29
Cloud service providers' demand for application-specific integrated circuits, or ASICs, is increasingly locked in as advanced process nodes, advanced packaging, and component supply tighten worldwide. For readers across global tech markets, the shift means access to manufacturing capacity, not just chip design, is becoming the main determinant of who can supply the next wave of AI hardware.
2026-05-29
digitimes.com
2026-05-29
AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging as key names to watch. Supply-chain sources say the shift could reshape who captures future demand for advanced packaging.
2026-05-29
digitimes.com
2026-05-29
As AI moves from cloud environments into factories and physical systems, semiconductor design is being reshaped by new demands in speed, energy efficiency, and on-site learning. At a recent system-semiconductor seminar in South Korea, Seong-jun Jang, a research center director at the Korea Electronics Technology Institute (KETI), outlined four key architectural directions for future AI chips aimed
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
Expansion into the data center market is driving shares of this semiconductor stock higher.
*Stock prices used were the afternoon prices of May 26, 2026. The video was published on May 28, 2026.
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Qualcomm wasn’t one of them. The 10 stocks that made the cut could produc
2026-05-29
www.cnbc.com
2026-05-29
CNBC
Applied Materials
CEO Gary Dickerson said Thursday the semiconductor industry is experiencing what he believes is its strongest period ever, driven by accelerating demand for artificial intelligence.
“It is the greatest time in the history of the industry and for Applied Materials,” Dickerson said on CNBC’s “Mad Money.” “AI is driving incredible computing demand.”
Applied Materials is one of th
2026-05-29
news.google.com
2026-05-29
The Motley Fool