Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

990 articles
Trending Companies
NVIDIA179 TSMC67 SK Hynix63 Micron Technology63 Samsung53 Micron43 Infineon43 Microsoft35 Apple31 Intel23 Samsung Electronics22 Google21 AMD21 Meta20 SK hynix19
Trending Technologies
EUV162 3nm135 AI chips66 AI62 GPU51 DRAM50 HBM50 memory chips33 AI infrastructure20 NAND flash17 semiconductor15 2nm15 data center13 data centers13 advanced packaging12
2026-07-04
Intel Stock: AI Efficiency Could Counter Semiconductor Demand (NASDAQ:INTC) - Seeking Alpha
0.92
seekingalpha.com 2026-07-04 Seeking Alpha
2026-07-04
Infineon Opens Euro 5 Billion Smart Power Fab in Germany, Creating World's Largest Intelligent Power Semiconductor Facility - Energetica India Magazine
0.95
www.energetica-india.net 2026-07-04 Energetica India Magazine
2026-07-04
AI Chip Stocks Investment July 2026: NVDA vs AMD Analysis & Forecasts - Intellectia AI
0.95
news.google.com 2026-07-04 Intellectia AI
2026-07-04
Micron vs. Intel: Which AI Stock Is the Better Buy? - The Globe and Mail
0.9
www.theglobeandmail.com 2026-07-04 The Globe and Mail
2026-07-04
Micron vs. Intel: Which AI Stock Is the Better Buy? - The Globe and Mail
0.9
www.theglobeandmail.com 2026-07-04 The Globe and Mail
2026-07-04
Micron vs. Intel: Which AI Stock Is the Better Buy? - The Globe and Mail
0.9
www.theglobeandmail.com 2026-07-04 The Globe and Mail
2026-07-04
Micron vs. Intel: Which AI Stock Is the Better Buy? - Yahoo Finance
0.9
finance.yahoo.com 2026-07-04 Yahoo Finance
2026-07-04
Micron vs. Intel: Which AI Stock Is the Better Buy? - The Motley Fool
0.88
www.fool.com 2026-07-04 The Motley Fool
2026-07-04
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You) - The Globe and Mail
0.85
www.theglobeandmail.com 2026-07-04 The Globe and Mail
2026-07-04
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You) - The Globe and Mail
0.85
www.theglobeandmail.com 2026-07-04 The Globe and Mail
2026-07-04
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You) - Yahoo Finance
0.85
finance.yahoo.com 2026-07-04 Yahoo Finance
2026-07-04
Better Artificial Intelligence (AI) Stock: Alphabet vs. Micron Technology (the Winner May Surprise You) - The Motley Fool
0.85
www.fool.com 2026-07-04 The Motley Fool
2026-07-04
Meet the Major Artificial Intelligence (AI) CPU Player That Just Joined Nvidia, Tesla, and Palantir as One of the Most Popular Stocks on Robinhood - The Motley Fool
0.88
www.fool.com 2026-07-04 The Motley Fool
2026-07-03
Intel reportedly adding two new 22-core SKUs with game-boosting cache to Nova Lake-S lineup
0.92
tomshardware.com 2026-07-03 Hassam Nasir
Midrange offerings with a lot of cache.
IntelNova LakeCPU architectureGaming performanceCache technology3D V-CacheCore UltraP-core E-core
2026-07-03
This Artificial Intelligence (AI) Chip Giant Is a Profit-Making Machine. Its Latest Move Could Supercharge the Stock - The Motley Fool
0.85
www.fool.com 2026-07-03 The Motley Fool
2026-07-03
Intel confirms price hikes on select consumer and server CPUs citing supply costs and demand
0.92
tomshardware.com 2026-07-03 Anton Shilov
Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.
IntelCPU pricingServer processorsConsumer chipsSupply chain costsMarket demandXeon processorsSemiconductor industry
2026-07-03
Intel 18A wafer-to-wafer yield issues fixed, report claims
0.87
tomshardware.com 2026-07-03 Anton Shilov
Intel reportedly solves one of the key issues that plagued its 18A process technology, but others may still be there.
Intel18A processwafer yieldsemiconductor manufacturingchip productionprocess optimizationmanufacturing stabilitycapacity improvement
2026-07-03
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right. - The Globe and Mail
0.92
www.theglobeandmail.com 2026-07-03 The Globe and Mail
Key Points Nvidia expects huge growth in the AI data center market over the next few years. Rivals and its own biggest customers are designing AI chips to compete with Nvidia's offerings. 10 stocks we like better than Nvidia › Nvidia(NASDAQ: NVDA) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast
Artificial IntelligenceCapital ExpenditureData CenterNVIDIASemiconductor IndustryAI ChipsMarket GrowthInvestment Analysis
2026-07-03
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right. - Yahoo Finance
0.95
finance.yahoo.com 2026-07-03 Yahoo Finance
2026-07-03
Nvidia Believes Artificial Intelligence (AI) Capex Will Reach $3 Trillion to $4 Trillion by 2030. Here's Where Its Stock Price Could Go If It's Right. - The Motley Fool
0.92
www.fool.com 2026-07-03 The Motley Fool
Nvidia ( NVDA +3.74% ) is the world's largest company by market cap, and many investors are a bit worried that its stock may have reached a point where it can't grow fast for much longer. I think that's just not true, and expect that several tailwinds will push the stock to new heights over the next few years. The biggest of those tailwinds is the tech sector's soaring spending on the data center
Artificial IntelligenceCapital ExpenditureData CenterNVIDIASemiconductor IndustryAI ChipsMarket ForecastInvestment Analysis