Semiconductor News & Analysis Feed

354 articles
2026-05-16
www.marktechpost.com 2026-05-16 MarkTechPost
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2026-05-15
www.heygotrade.com 2026-05-15 Gotrade
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2026-05-15
eetimes.com 2026-05-15 Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
2026-05-14
wccftech.com 2026-05-14 Wccftech
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2026-05-14
www.notebookcheck.net 2026-05-14 Notebookcheck
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2026-05-13
www.benzinga.com 2026-05-13 Benzinga
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2026-05-13
tech-insider.org 2026-05-13 tech-insider.org
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2026-05-13
www.theinformation.com 2026-05-13 The Information
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2026-05-12
www.datacenterdynamics.com 2026-05-12 Data Center Dynamics
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2026-05-12
www.quiverquant.com 2026-05-12 Quiver Quantitative
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2026-05-12
www.blocksandfiles.com 2026-05-12 Blocks & Files
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2026-05-12
seekingalpha.com 2026-05-12 Seeking Alpha
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2026-05-11
www.digitimes.com 2026-05-11 digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
2026-05-11
wccftech.com 2026-05-11 Wccftech
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2026-05-10
videocardz.com 2026-05-10 VideoCardz.com
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2026-05-10
www.tomshardware.com 2026-05-10 Tom's Hardware
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2026-05-09
www.techi.com 2026-05-09 Techi
TECHi > Markets & Equities PUBLISHED May 9, 2026 · 12:07 PM EDT Nvidia Stock’s Hidden 2026 Risk: The GPU Debt Cliff Behind the AI Boom By Hazel Kaya · 16 min read REVIEWED BY Omer Sheikh Share Follow TECHi Nvidia NASDAQ NVDA $215.20 ▲ +3.70 (+1.75%) MARKET CAP $5.27T DAY RANGE $212.95 – $217.75 VOLUME 136.4M MARKET STATUS U.S. regular session closed; snapshot as of Friday, May 8, 2026, 4:00 p.m.
2026-05-09
en.gamegpu.com 2026-05-09 GameGPU
Qualcomm plans to launch an expanded processor lineup in the fourth quarter of 2026 to ensure device diversification. The company will introduce the flagship Snapdragon 8 Elite Gen 6 and Gen 6 Pro solutions based on TSMC's 2 nm process technology. The use of new lithography significantly increases production costs, forcing electronics manufacturers to seek ways to maintain profits amid the protrac
2026-05-09
www.tomshardware.com 2026-05-09 Tom's Hardware
Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used
2026-05-09
www.techi.com 2026-05-09 techi.com
Skip to main content LIVE MARKETS Equities AI Crypto Tech Policy Research Learn Tools Subscribe TECHi > Markets & Equities PUBLISHED May 9, 2026 · 1:13 AM EDT Micron Is the Memory Toll Booth Behind NVIDIA’s AI GPU Boom By Hazel Kaya · 15 min read REVIEWED BY Omer Sheikh Share Follow TECHi Micron NASDAQ MU $746.81 ▲ +100.34 (+15.52%) DAY RANGE $676.37 – $747.21 VOLUME 64.1M MARKET STATUS U.S. regu