Semiconductor News & Analysis Feed
24821 articles
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.electronicsforyou.biz
2026-05-25
Electronics For You BUSINESS
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Semicon
Nvidia Eyes New Growth Engine With Vera CPU Platform
By
Nikita Kumari
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NVIDIA
May 25, 2026
The company is broadening its focus beyond GPUs, positioning CPUs as a major growth driver in the era of agentic artificial intelligence.
Nvidia is continuing to view China as a key market for its future growth, even as export restrictions and geopolitical tensions complicate business
2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
www.msn.com
2026-05-25
MSN
Eli Lilly (LLY) exited the largest 10 companies in the Russell 3000 Index/Russell 1000 Index, and Walmart (WMT) entered the list in the June 2026 semi-annual reconstitution of the Russell US indexes.
FTSE Russell on Friday published its preliminary lists of companies expected to enter or exit the US broad market Russell 3000 Index and the Russell Microcap Index.
The preliminary June 2026 reconst
2026-05-25
theexchangeasia.com
2026-05-25
The Exchange Asia
theexchangeasia.com
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2026-05-25
www.marketbeat.com
2026-05-25
MarketBeat
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2026-05-25
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2026-05-25
MarketBeat
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
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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
worldbusinessoutlook.com
2026-05-25
World Business Outlook
Home » Scaling Sustainable Manufacturing: The Economic Impact of Advanced Packaging Technologies
Global enterprises face unprecedented regulatory scrutiny and mounting consumer demand for environmentally responsible operations. This paradigm shift fundamentally alters the economic calculus of global supply chains and manufacturing protocols.
Achieving structural Environmental, Social, and Govern
2026-05-25
www.digitimes.com
2026-05-25
digitimes
HiSilicon president and Huawei Technologies director He Tingbo. Credit: Xinhua
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor...
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2026-05-25
www.electronicsforyou.biz
2026-05-25
Electronics For You BUSINESS
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U.S. Announces $2 Billion Quantum Computing Push Under CHIPS Act
By
Nikita Kumari
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Semiconductor (representational image)
May 25, 2026
IBM and GlobalFoundries are set to receive the largest shares of a new federal quantum investment program designed to accelerate innovation, production capacity and co
2026-05-25
www.tradingview.com
2026-05-25
TradingView
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2026-05-25
www.japantimes.co.jp
2026-05-25
The Japan Times
SHANGHAI/BEIJING –
Huawei Technologies said on Monday its high-end chips will have transistor density equivalent to 1.4-nanometer processes in five years, underscoring Beijing’s efforts to neutralize U.S. sanctions that have made it hard for China to build advanced chips.
Huawei did not provide independent performance data, but the target, unveiled at a semiconductor symposium in Shanghai, is
2026-05-25
www.marketscreener.com
2026-05-25
marketscreener.com
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2026-05-25
www.electropages.com
2026-05-25
Electropages
Micron Advances Made-in-America Memory With Manufacturing Expansion in Virginia
In The News | 25-05-2026 | By Jack Pollard
Micron has announced the start of 1α (1-alpha) DRAM manufacturing at its Manassas, Virginia fabrication facility, marking what the company describes as the most advanced memory technology ever produced in the United States.
The expansion strengthens domestic production of
2026-05-25
stockstory.org
2026-05-25
StockStory
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2026-05-25
www.ad-hoc-news.de
2026-05-25
AD HOC NEWS
Infineon, Shatters
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker into the DAX’s Hottest Stock
25.05.2026 - 08:40:42 | boerse-global.de
Infineon shares close at €73.19, a level last seen in 1999, as broad demand from AI, automotive, and industrial sectors drives 91% year-to-date gain.
Infineon Shatters 26-Year Ceiling as AI Infrastructure Boom Turns the Chipmaker