Semiconductor News & Analysis Feed
7173 articles
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Microsoft (
MSFT
1.43%
) has not performed well over the past year. One issue the company has encountered is the perception that some of its products and services will be replaced by artificial intelligence (AI). That makes it hard for Microsoft to justify its heavy capex spending, since, if it is unable to keep up with AI, revenue growth will eventually drop even as expenses rise, leading to shri
2026-06-17
www.hpcwire.com
2026-06-17
HPCwire
www.hpcwire.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Prediction: This Could Be Nvidia's Stock Price By the End of 2027
Danny Vena, CPA, The Motley Fool
Tue, June 16, 2026 at 11:48 PM PDT 5 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
Since the dawn of artificial intelligence (AI) in early 2023, Nvidia (NASDAQ: NVDA) has emerged as the de facto poster child for the space. The company's graphics processing units (GPUs), which were
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
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NASDAQ: NVDA
Nvidia
Today's Change
(-2.16%)
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
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2026-06-17
www.scmp.com
2026-06-17
South China Morning Post
Artificial intelligence
TechTech Trends
Can Chinese silicon replace Nvidia? Here are 5 AI models trained on local chips
A growing number of Chinese AI labs are experimenting with shifting earlier model training phases onto domestic chips
3-MIN READ
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Make SCMP preferred on Google
Xinmei Shen
Published: 2:30pm, 17 Jun 2026
Chinese artificial intelligence models have become increasingly co
2026-06-17
news.google.com
2026-06-17
TweakTown
2026-06-17
news.google.com
2026-06-17
TelegraphHerald.com
2026-06-17
www.kxii.com
2026-06-17
KXII
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2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
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Bull and Foxconn advance European AI infrastructure with NVIDIA Vera Rubin NVL72 platform built in Europe
GlobeNewswire · GlobeNewswire Inc.
BULL SAS
Tue, 16 June 2026 at 9:00 pm GMT-7 3 min read
2317.TW
+1.12%
NVDA
-2.37%
Paris, France – 17 June, 2026 – As part of their recently unveiled collaboratio
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:52 PM PDT 4 min read
NVDA
-2.37%
GOOGL
+1.06%
Explore stocks on Coinbase
Trading disclosure
Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
1 Under-the-Radar Stock Riding the AI Boom (Hint: It's Not Nvidia)
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:18 PM PDT 5 min read
AMKR
+1.30%
NVDA
-2.37%
INTC
-8.45%
2330.TW
-0.63%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) investors usually start with Nvidia. That makes sense. The chipmaker sells the graphics processing units (GPUs) that have become t
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
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2026-06-17
www.sdxcentral.com
2026-06-17
SDxCentral
HPE nabs more Nvidia fuel to augment agentic AI efforts
The moves are targeted at accelerating enterprise returns on their AI-angled investments
June 17, 2026 By Dan Meyer Have your say
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– Dan Meyer
LAS VEGAS – Hewlett Packard Enterprise (HPE) used this week’s Discover 2026 event to continue flooding the market with AI-angled updates and features, wit
2026-06-17
www.digitimes.com
2026-06-17
digitimes
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that...
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
SK hynix (KOSE:A000660) Partners With Nvidia On AI Memory And Autonomous Fabs
Bailey Pemberton
Tue, June 16, 2026 at 7:09 PM PDT 4 min read
000660.KS
+5.84%
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
SK hynix (KOSE:A000660) and NVIDIA announced a multiyear technology partnersh
2026-06-17
news.google.com
2026-06-17
Laredo Morning Times
2026-06-17
news.google.com
2026-06-17
KSN-TV
2026-06-17
news.google.com
2026-06-17
NVIDIA