Semiconductor News & Analysis Feed
998 articles
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
While investors know Nvidia (
NVDA
1.00%
) as the chipmaker at the center of the artificial intelligence (AI) universe, the company also invests in other companies, several of which are publicly traded.
These are typically other AI companies that Nvidia partners with or that are key suppliers or customers.
Nvidia's investment portfolio swelled close to $18.4 billion at the end of the first quart
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Hong Hao, newly appointed strategic advisor at BOS Semiconductors. (Photo: Hong Hao's LinkedIn)
BOS Semiconductors said on May 29 that it has appointed Hong Hao, former corporate vice president at Intel Foundry, as a strategic advisor.
The company said Hong is expected to contribute to next-generation artificial intelligence (AI) semiconductor strategies and the expansion of its global customer
2026-05-31
news.google.com
2026-05-31
The Motley Fool
2026-05-31
www.aol.com
2026-05-31
AOL.com
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
HARSH CHAUHAN, THE MOTLEY FOOL
Sun, May 31, 2026 at 3:33 AM GMT+8
0
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' g
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Lumentum Holdings' optical components and photonics products help solve a key bottleneck in AI infrastructure, which is why the company has been enjoying exponential growth.
Applied Materials' growth is accelerating amid a surge in semiconductor equipment spending, and its strong earnings growth potential suggests more upside.
10 stocks we like better than Applied Materials ›
Artifi
2026-05-31
finance.yahoo.com
2026-05-31
Yahoo Finance
__fail__
2026-05-31
www.fool.com
2026-05-31
The Motley Fool
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after quarter. Shares of the chipmaker have appreciated only 12% this year, well below the 74% jump in the PHLX Semiconductor Sector index.
However, shares of Lumentum Holdings (
LITE
0.71%
) and Applied Materials (
AMAT
+0.03%
) have been flying high in 2026. While Lu
2026-05-31
www.techtimes.com
2026-05-31
Tech Times
Two separate announcements on May 29 landed in the same corner of the semiconductor industry, and their combined implications for South Korea's chipmakers are more significant than either story suggests on its own. Nikon's new chief executive told Nikkei Asia that the Japanese optics maker is in advanced talks with major chipmakers in the United States and Asia to supply lower-priced deep-ultravio
2026-05-30
tomshardware.com
2026-05-30
Kunal Khullar
Intel's next-generation 12V-only PSU standard reportedly adds PMBus support, smaller connectors, and improved power efficiency.
2026-05-30
wccftech.com
2026-05-30
Wccftech
ACER is showcasing its latest budget and enthusiast laptops at Computex, featuring Intel, AMD, and Qualcomm options.
Major PC players are quickly moving to offer competition against the MacBook Neo, which has caused a disruption in the mainstream segment with its attractive $599 price point and a premium build quality. It has seen an incredible response from consumers, and multiple PC OEMs are no
2026-05-30
www.benzinga.com
2026-05-30
Benzinga
__fail__
2026-05-30
telecom.economictimes.indiatimes.com
2026-05-30
ET Telecom
Read and get insights from specially curated unique stories from editorial
Explore and discuss challenges & trends in India's leading B2B events
Recognise work that not only stood out but was also purposeful
Join leaders & experts for roundtables, conferences, panels and discussions
By continuing you agree to our Privacy Policy & Terms & Conditions
We have various options to advertise with us
2026-05-30
digitimes.com
2026-05-30
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation Vera Rubin architecture, the company will double its artificial intelligence (AI) supercomputer capacity in Taiwan in 2026. He also thanked supply chain partners, saying he could not do it alone.
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
www.digitimes.com
2026-05-30
digitimes
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they v
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y
2026-05-30
www.theglobeandmail.com
2026-05-30
The Globe and Mail
Key Points
Bloomberg reports that Qualcomm's custom AI processors will be deployed on a massive scale by TikTok parent ByteDance.
Qualcomm could unveil more design wins for its AI chips next month.
Qualcomm's attractive valuation is another reason to buy the stock right away.
10 stocks we like better than Qualcomm ›
Intel stock has turned in a stellar performance on the market over the past y