Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

236 articles
Trending Companies
NVIDIA754 TSMC245 Intel160 Micron Technology132 AMD121 SK Hynix105 Broadcom104 Micron95 Samsung83 SpaceX74 Google68 ASML66 Microsoft66 Samsung Electronics64 Amazon64
Trending Technologies
EUV547 3nm497 AI245 AI chips204 GPU182 DRAM97 HBM95 AI infrastructure91 semiconductor87 data center61 memory chips55 GaN55 AI accelerators47 semiconductor manufacturing44 CPU43
2026-05-12
Global Semiconductor Materials Market Revenue Reaches Record $73.2 Billion in 2025, SEMI Reports - Yahoo Finance
0.85
finance.yahoo.com 2026-05-12 Yahoo Finance
__fail__
2026-05-12
Nvidia's AI Investment Bets Top $40 Billion In 2026, Led By OpenAI Stake - Yahoo Finance
0.8
finance.yahoo.com 2026-05-12 Yahoo Finance
__fail__
2026-05-12
SK Hynix Stock Soars in 2026 on Explosive HBM AI Demand – Forecast & Analysis - FXLeaders
0.95
www.fxleaders.com 2026-05-12 FXLeaders
__empty__
2026-05-12
AI Chip Rotation 2026: Should You Trim Nvidia, Buy Intel and AMD? - Gotrade
0.91
www.heygotrade.com 2026-05-12 Gotrade
__empty__
2026-05-12
What the DRAM chip shortage really means for OEM strategy in 2026 - S&P Global
0.9
www.spglobal.com 2026-05-12 S&P Global
__empty__
2026-05-11
Nvidia pumps over 40 billion dollars into AI partners so far in 2026 - the-decoder.com
0.88
the-decoder.com 2026-05-11 the-decoder.com
__fail__
2026-05-11
SK Hynix and Intel team up on 2.5D packaging to connect HBM with logic chips - Crypto Briefing
0.9
cryptobriefing.com 2026-05-11 Crypto Briefing
__fail__
2026-05-11
This AI Stock Is Crushing Nvidia in 2026. It's Still a Buy After Soaring 240% This Year, According to Wall Street. - The Motley Fool
0.92
www.fool.com 2026-05-11 The Motley Fool
Nvidia(NVDA1.38%)remains the center of the artificial intelligence boom, but the stock is up just 15% in 2026, both because investors worry the current pace of AI spending is unsustainable and because they question the durability of Nvidia's dominance in the AI infrastructure market.Meanwhile,DigitalOcean(DOCN4.80%)is a little-known cloud computing company whose aggressive expansion into AI servic
Artificial IntelligenceNVIDIADigitalOceanAI InfrastructureCloud ComputingSemiconductorAI AcceleratorsMarket Valuation
2026-05-11
Parabolic Semiconductor Rally Is Pricing In 2028 Already - Real Investment Advice
0.7
realinvestmentadvice.com 2026-05-11 Real Investment Advice
__fail__
2026-05-11
The investor who backed Nvidia in 2016 and a memory-chip maker in 2024 now has a third conviction call - MarketWatch
0.8
www.marketwatch.com 2026-05-11 MarketWatch
__fail__
2026-05-11
Nvidia Commits Over $40B to AI Equity Deals in 2026 Led by $30B OpenAI Investment - AI Insider
0.85
theaiinsider.tech 2026-05-11 AI Insider
__fail__
2026-05-11
Semiconductor industry heads for $1tn in 2026 ... - eeNews Europe
0.9
www.eenewseurope.com 2026-05-11 eeNews Europe
__fail__
2026-05-11
NVIDIA Squashes Vera Rubin Rumors, First Shipments Rolling Out In July To Major AI Customers With Mass Production In 2H 26 - Wccftech
0.92
wccftech.com 2026-05-11 Wccftech
__fail__
2026-05-11
Applied Materials Lost Share Across Key Semiconductor Equipment Markets in 2025 - Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
0.95
drrobertcastellano.substack.com 2026-05-11 Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
__fail__
2026-05-11
Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026? - The Motley Fool
0.95
www.fool.com 2026-05-11 The Motley Fool
Even with all the chaos in the market this year so far, artificial intelligence (AI) stocks, both hardware and software, continue to surge to new highs.While there are great stocks on both sides of theAI industry, and even a few likeAlphabetthat operate as both hardware and software companies, hardware remains the stronger way to play AI by my math.After all, it doesn't matter which AI program a c
Semiconductor ManufacturingAI ChipsTSMCPure Play FoundryArtificial IntelligenceChip Supply ChainGlobal Semiconductor MarketSemiconductor Industry Analysis
2026-05-11
Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026? - The Globe and Mail
0.88
www.theglobeandmail.com 2026-05-11 The Globe and Mail
__fail__
2026-05-11
Is Taiwan Semiconductor Manufacturing a Buy, Sell, or Hold in 2026? - Yahoo Finance
0.95
finance.yahoo.com 2026-05-11 Yahoo Finance
__fail__
2026-05-10
Here is Why NVIDIA (NVDA) Is Among the Unstoppable Stocks to Buy in 2026 - Yahoo Finance UK
0.92
uk.finance.yahoo.com 2026-05-10 Yahoo Finance UK
__fail__
2026-05-10
Corning and Nvidia Multi-Year AI Deal: Stock Hits New Highs in 2026 - News and Statistics - IndexBox
0.85
www.indexbox.io 2026-05-10 IndexBox
__fail__
2026-05-10
Nvidia's AI Investment Bets Top $40 Billion In 2026, Led By OpenAI Stake - Benzinga
0.95
www.benzinga.com 2026-05-10 Benzinga
__fail__