Semiconductor News & Analysis Feed
1681 articles
2026-05-25
www.fool.com
2026-05-25
The Motley Fool
As earnings season comes to a close, artificial intelligence (AI) investors eagerly awaited Nvidia (
NVDA
1.86%
) to report its first-quarter results last Wednesday. I wasn't too surprised to learn that the company once again blew past Wall Street's expectations and also beat its own internal guidance.
After all, the rest of big tech -- many of which are Nvidia's largest customers -- already repo
2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
Nvidia's first-quarter fiscal 2027 earnings, reported on May 20, 2026, delivered yet another stunning demonstration of the company's dominance in the artificial intelligence infrastructure market. The semiconductor giant posted record revenue of $81.6 billion, representing an extraordinary 85% year-over-year increase that significantly exceeded Wall Street's expectations of $78.8 billion. Adjusted
2026-05-25
simplywall.st
2026-05-25
simplywall.st
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2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-25
digitimes.com
2026-05-25
Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.
2026-05-25
finance.yahoo.com
2026-05-25
Yahoo Finance
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
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2026-05-25
www.msn.com
2026-05-25
MSN
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2026-05-25
www.msn.com
2026-05-25
MSN
GPU prices jump: Nvidia's CFO reported 2026 rental prices for H100 GPUs rose 20% and A100s 15%, defying normal semiconductor depreciation trends.
Shortage spans stack: The AI chip bottleneck now affects GPUs, memory, networking gear, and cooling systems as hyperscaler demand overwhelms supply.
Economic implications: Rising prices for older chips suggest AI infrastructure is behaving like a scarc
2026-05-25
intellectia.ai
2026-05-25
Intellectia AI
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2026-05-24
www.tikr.com
2026-05-24
TIKR.com
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2026-05-24
eciks.org
2026-05-24
eciks.org
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2026-05-24
tomshardware.com
2026-05-24
Luke James
Huang told reporters at Songshan Airport that Nvidia insists its partners follow U.S. trade rules.
2026-05-24
www.benzinga.com
2026-05-24
Benzinga
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2026-05-24
seekingalpha.com
2026-05-24
Seeking Alpha
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2026-05-24
www.foreignpolicyjournal.com
2026-05-24
foreignpolicyjournal.com
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