Semiconductor News & Analysis Feed
1148 articles
2026-05-26
www.linkedin.com
2026-05-26
LinkedIn
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2026-05-26
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2026-05-26
MSN
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2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
Quantum Stocks Surge as Rigetti, D-Wave Win CHIPS Act Funding
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Funding Recipients And Strategic Footprint
Sector Implications For Investors
Sources
Gotrade News - Rigetti Computing rallied 48 percent this week after the Department of Commerce named it among nine quantum computing CHIPS Ac
2026-05-26
stocktwits.com
2026-05-26
Stocktwits
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2026-05-26
www.thefastmode.com
2026-05-26
The Fast Mode
Stellantis and Qualcomm Technologies announced an expansion of their multi-year technology collaboration to power next-generation Stellantis vehicles with Qualcomm Technologies’ Snapdragon® Digital Chassis™ system-on-chips (SoCs).
The expanded collaboration integrates Snapdragon Digital Chassis solutions with STLA Brain, Stellantis’ electronic and software platform, enhancing cockpit, connectivit
2026-05-26
digitimes.com
2026-05-26
Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages worth CNY8 billion (approx. US$1.2 billion). The case is the latest development of the legal troubles between the Chinese company and its subsidiary following the Dutch government's seizure of the company in late 2025
2026-05-26
digitimes.com
2026-05-26
When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners and the island's broader semiconductor ecosystem. The goal, she said, was to help secure a long-term supply of advanced artificial intelligence (AI) chips.
2026-05-26
www.benzinga.com
2026-05-26
Benzinga
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2026-05-25
autonews.gasgoo.com
2026-05-25
Gasgoo
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Gasgoo Weekly | Bosch Wins Major Mercedes Motor Supply Order; NVIDIA Net Profit Soars 211%
Bosch
Gasgoo Weekly | Bosch Wins Major Mercedes Motor Supply Order; NVIDIA Net Profit Soars 211%
Edited by Greg From Gasgoo
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May 25 , 2026 22:30 BJT
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What were the major headlines in the global auto industry this week?
Stellantis and Dongfeng Group Plan European J
2026-05-25
www.chartmill.com
2026-05-25
ChartMill
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NVIDIA CORP (NASDAQ:NVDA) Stands Out as a Strong Growth Stock with a Good Technical Setup
By Mill Chart – Last update: May 25, 2026
Quotes Stocks Mentioned
Article Mentions:
NVDA
(215.33 ▼ -1.90%)
NVIDIA CORP (NASDAQ:NVDA) has emerged as a standout candidate from a screening strategy that combines growth investing with technical timing. The "Strong Growth Stock
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
AMD vs Intel vs Micron: Which Chip Stock Has the Best 2026 Setup?
Erwanto Khusuma
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Micron has the best risk-adjusted 2026 setup because it supplies HBM to both Nvidia and AMD and benefits from structural AI memory demand.
AMD offers the highest AI accelerator upside via the MI400 launch and OpenAI 6-gigawatt deal, but trade
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
Nvidia $200B CPU Market Forecast Includes China, Huang Says
Rendy Andriyanto
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Vera Rubin Roadmap
China Market Hurdles
Sources
Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for
2026-05-25
www.koreaherald.com
2026-05-25
The Korea Herald
Asia strategist Mixo Das keeps Korea as Asia top pick, backs Kospi 10,000 call on AI, earnings momentum
Mixo Das, JPMorgan Chase & Co. Asia equity and quant strategist. (JPMorgan Chase & Co.)
JPMorgan Chase & Co. Asia equity and quant strategist Mixo Das says South Korea's stock rally still has room to run, as the artificial intelligence-driven memory cycle, earnings upgrades and governance refo
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
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2026-05-25
www.wsws.org
2026-05-25
World Socialist Web Site
West Lafayette, Indiana government fast-tracks SK Hynix memory chip factory construction
George Kirby, Kevin Reed
9 hours ago
As residents of West Lafayette, Indiana continue their fight to stop the construction of the SK Hynix microchip factory and reverse the rezoning of their neighborhood, local politicians are moving swiftly to assist the South Korean-based semiconductor corporation and its P
2026-05-25
digitimes.com
2026-05-25
Lam Research's Lam Capital recently held its fourth startup competition, drawing teams from the US, South Korea, Singapore, India, and Taiwan to vie for a sizeable prize pool. US startup Lightfinder won the top prize with a proposal centered on silicon photonics and intelligent software for a chip-scale spectrometer.
2026-05-25
digitimes.com
2026-05-25
Stellantis and Qualcomm expanded their multi-year collaboration to deploy Snapdragon Digital Chassis system-on-chip (SoC) solutions across Stellantis' global vehicle portfolio, affecting cockpit, connectivity, and driver-assistance systems. The move aims to standardize platforms, cut costs, and accelerate the deployment of advanced driver-assist and automated-driving features for customers worldwi