Semiconductor News & Analysis Feed
23 articles
2026-08-31
eetimes.com
2026-08-31
As automotive electronics become increasingly complex due to electrification and software-defined architectures, traditional cooling systems are struggling to meet the rising thermal demands. Modern vehicles now house high-power components such as batteries, traction inverters, LiDAR sensors, and AI
2026-08-31
tomshardware.com
2026-08-31
NVIDIA's upcoming DLSS 5 neural rendering technology was leaked earlier this week through a pre-release DLL in 'NBA 2K27,' initially supporting only RTX 50-series GPUs. However, modders quickly patched it to work on RTX 40 and even RTX 30-series cards. While DLSS 5 functions on older Ampere GPUs, pe
2026-08-30
tomshardware.com
2026-08-30
SpaceX is launching in-house turbine blade manufacturing to enhance the output of gas-powered generators, supporting the rapid deployment of its AI data centers. This move stems from the U.S. electricity supply constraints that are delaying data center projects, prompting many to rely on portable na
2026-08-30
news.google.com
2026-08-30
In August 2026, Westwind Capital reduced its NVIDIA stake by 11.1%, selling 11,085 shares and retaining 89,123 shares, valued at approximately $17.8 million. Despite this reduction, NVIDIA remains the fund's seventh-largest holding, accounting for 4.2% of its portfolio. Meanwhile, several other inst
2026-08-30
news.google.com
2026-08-30
NVIDIA maintains a dominant position in the AI accelerator market, with its Q2 FY2027 revenue soaring 106% YoY to $96.2 billion. Management expects 70% YoY revenue growth in FY2028. Beyond GPUs, NVIDIA is expanding into CPUs, networking, and other components of AI data centers, increasing its revenu
2026-08-30
news.google.com
2026-08-30
After five years covering the semiconductor industry, NVIDIA stands out as the top pick heading into 2027. The company maintains a dominant position in the AI accelerator market, with Q2 FY2027 revenue soaring 106% year-over-year to $96.2 billion. Management forecasts a 70% YoY revenue growth in FY2
2026-08-30
news.google.com
2026-08-30
After five years covering semiconductor stocks, analyst Manali Pradhan ranks Nvidia as her top pick heading into 2027. Nvidia dominates the AI accelerator market, with Q2 fiscal 2027 revenue up 106% year-over-year to $96.2 billion. Management forecasts 70% YoY revenue growth in fiscal 2028. Beyond G
2026-08-30
news.google.com
2026-08-30
After five years covering semiconductor stocks, the author identifies NVIDIA as the top pick heading into 2027. NVIDIA dominates the AI accelerator market, with Q2 fiscal 2027 revenue up 106% year-over-year to $96.2 billion, and expects 70% YoY growth in fiscal 2028. Beyond GPUs, the company has exp
2026-08-30
news.google.com
2026-08-30
After five years covering semiconductor stocks, the author identifies NVIDIA as the top pick heading into 2027. Despite its massive scale, NVIDIA maintains a dominant position in the AI accelerator market, with Q2 FY2027 revenue up 106% year-over-year to $96.2 billion. Management expects 70% YoY rev
2026-08-30
news.google.com
2026-08-30
Synopsys delivered strong Q3 results, exceeding revenue and non-GAAP EPS guidance, with a significant upgrade to its free cash flow outlook. Organic EDA growth is accelerating, Design IP has rebounded, and early synergies from the Ansys integration are emerging. Rising AI-driven design complexity an
2026-08-30
news.google.com
2026-08-30
Synopsys delivered strong Q3 results, exceeding revenue and non-GAAP EPS guidance, with a significant upgrade to its free cash flow outlook. Organic EDA growth is accelerating, Design IP has rebounded, and early synergies from the Ansys integration are emerging. Rising AI-driven design complexity an
2026-08-30
tomshardware.com
2026-08-30
Brazilian YouTuber TecLab recently demonstrated a bold modification of the NVIDIA RTX 5090, bypassing its notorious 16-pin power connector by directly soldering power cables to the PCB. This move was prompted by widespread reports of the connector melting under high load, causing damage or even fire
2026-08-30
news.google.com
2026-08-30
NVIDIA, as the leading global AI computing platform, has seen its stock surge following a strong earnings report and bullish guidance. While market valuation is a point of contention, the analysis suggests that the current price is not absurdly high. The company is projected to reach around $390 bil
2026-08-30
tomshardware.com
2026-08-30
Chinese DRAM manufacturer ChangXin Memory Technologies (CXMT) has filed a lawsuit against the U.S. Department of Defense over its designation as a company linked to the Chinese military. Reuters reports that CXMT argues it has no ties to the People's Liberation Army and claims the Pentagon’s decisio
2026-08-30
news.google.com
2026-08-30
NVIDIA, as a leading player in the AI chip market, has seen its stock surge following strong earnings and bullish management guidance. Despite concerns over overvaluation, analysis suggests that current valuations are near multi-year lows, with robust earnings and AI dominance supporting the stock's
2026-08-30
news.google.com
2026-08-30
This article evaluates whether Nvidia (NVDA) is currently overvalued, concluding that despite its seemingly high stock price, its valuation is relatively modest compared to historical levels given its extraordinary growth. The company generated over $250 billion in revenue in the most recent fiscal
2026-08-30
news.google.com
2026-08-30
Following NVIDIA's strong earnings report, the tech sector has shown increasing segmentation. While NVIDIA's stock rose due to its leadership in AI, another chip designer, Marvell Technology, saw its shares fall despite a solid earnings performance, indicating divergent investor perceptions. Analyst
2026-08-30
news.google.com
2026-08-30
Following NVIDIA's strong earnings report, the AI infrastructure sector has gained renewed momentum. NVIDIA remains the industry leader, driven by robust growth in data center revenue and strong visibility into future earnings. While AMD presents the most credible challenge with its GPU and CPU grow
2026-08-30
news.google.com
2026-08-30
Researchers at EPFL have achieved a significant breakthrough in gallium nitride (GaN) power electronics, developing a new type of chip capable of handling over 3,400 volts. This advancement promises to enhance power management efficiency in electric vehicles, renewable energy systems, and energy-int
2026-08-30
news.google.com
2026-08-30
NVIDIA's earnings report holds significant implications for the entire semiconductor industry, particularly given its leadership position in AI chips. The market's anticipation of NVIDIA's performance in artificial intelligence and data center segments reflects broader industry trends. This earnings