Semiconductor News & Analysis Feed
518 articles
2026-05-14
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2026-05-14
The Motley Fool
In the chip manufacturing world, there are two primary types of chips made: memory and logic chips. Each serves a different purpose in a computer, and each is important.In the logic chip world, there is no bigger manufacturer thanTaiwan Semiconductor(TSM2.10%). In the memory world, it's a bit more spread out, andMicron(MU5.81%)is among the largest producers. However, many investors are intrigued b
2026-05-14
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2026-05-14
The Motley Fool
Nvidia's(NVDA1.38%)upcoming quarterly report might be the most hotly anticipated update of the earnings season. The graphics processing unit (GPU) leader sits at the epicenter of the artificial intelligence (AI) revolution, and it has been reliable for high growth and earnings beats.The stock has already been rising recently as other AI companies have reported outstanding results.Here's what to ex
2026-05-14
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2026-05-14
The Motley Fool
Shares ofTower Semiconductor(TSEM9.63%)spiked on Wednesday after the Israel-based provider of specialty foundry services issued an upbeat growth forecast.Image source: Getty Images.Broad-based gainsTower's revenue rose 15% year over year to $414 million in the first quarter.The tech developer serves a range of steadily expanding end markets, including the industrial, automotive, mobile, medical, a
2026-05-13
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2026-05-13
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ASML(ASML2.87%)serves an essential role in the artificial intelligence (AI) supply chain. It leads in the critical equipment used to make chips, and it's seeing solid revenue growth as investment floods into AI data centers.Even though the stock has more than doubled over the past year, Wall Street still appears to be underestimating demand for this company's most advanced chipmaking machines.Imag
2026-05-13
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2026-05-13
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2026-05-13
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2026-05-13
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2026-05-13
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2026-05-13
The Motley Fool
Few stocks are as exciting asMicron Technology(MU3.75%)right now. With shares reaching all-time highs and trading up 787% over the past year, the debate over the memory company's valuation is dividing analysts. Bulls and bears are coming to very different conclusions.So is Micron too expensive, or is there still more room to run?Image source: The Motley Fool.Micron does have some metrics that coul
2026-05-13
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2026-05-13
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Surging demand for semiconductors has sentAdvanced Micro Devices(AMD2.27%)to fresh highs in May. The stock is currently up 115% year to date, leaving other topartificial intelligence (AI) stocksin the dust, includingPalantir(down 24%),Nvidia(up 18%), andAlphabet(up 25%).AMD recently reported strong first-quarter earnings results, fueling the stock's breakout run. Here's what's driving AMD's stunni
2026-05-13
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2026-05-13
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Nvidia(NVDA+0.64%)isn't just any stock. And May 20 isn't just any date.With a market cap of $5.3 trillion, Nvidia ranks as the largest component in theS&P 500(^GSPC0.16%). The GPU maker holds considerable sway over how the overall market performs. That's especially the case forartificial intelligence (AI) stocks. May 20 is an important date for Nvidia because it's when the company is scheduled to
2026-05-13
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2026-05-13
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2026-05-13
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May 20 will be an important day for the stock market, asNvidia(NVDA+0.64%), the largest company in the world, is set to release its first-quarter fiscal year 2027 results for the period ending April 26.No single earnings release has commanded the attention of Wall Street as much as Nvidia's in recent years, and the upcoming one will be no different. Should investors consider purchasing the company
2026-05-13
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2026-05-13
The Motley Fool
Qualcomm(QCOM11.46%)is expanding into new categories.*Stock prices used were the afternoon prices of May 10, 2026. The video was published on May 12, 2026.
2026-05-13
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2026-05-13
The Motley Fool
While there may be questions surrounding the validity of companies spending hundreds of billions of dollars on artificial intelligence (AI) infrastructure, the reality is, that money is being spent, a handful of companies are directly benefiting from it -- most prominent among them, chipmakers.With those hardware companies getting paid right now, these businesses have major upside, and I think mos
2026-05-13
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2026-05-13
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2026-05-13
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2026-05-13
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Direxion Daily Semiconductor Bull 3X ETF(SOXL14.37%)has been a market-beater in recent years, but it was a different story today. The exchange-traded fund (ETF) highlighted the downside of leveraged funds, falling as much as 20.9% at 1 p.m. ET as investors rotated out of lofty valuations in the chip sector.ExpandNYSEMKT:SOXLDirexion Shares ETF Trust - Direxion Daily Semiconductor Bull 3x SharesTod
2026-05-12
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2026-05-12
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"I'm from the government, and I'm here to help."This punchline to the Reagan-era joke, "What are the nine most terrifying words in the English language?", is gaining currency today on fears that global governments will impose windfall profits taxes onAI companies.Micron(MU3.86%)stock is suffering in response, its shares down 3.8% through 10:10 a.m. on worries government may kill the golden AI goos
2026-05-12
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2026-05-12
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Advanced Micro Devices: Moderate Revenue ExpansionAdvanced Micro Devices(AMD0.61%)primarily earns its revenue by designing and selling microprocessors, graphics processing units, and embedded processors for consumer, commercial, and enterprise computing markets.It announced an expanded infrastructure partnership withMeta Platformsin February 2026, and it reported an approximately 13% net income ma
2026-05-12
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