Semiconductor News & Analysis Feed

19 articles
2026-09-18
www.techbuzz.ai 2026-09-18
NVIDIA CEO Jensen Huang's recent forecast that the company will double its chip sales next year has sent shockwaves through the tech industry, underscoring the explosive growth in demand for AI infrastructure. This bold projection signals that the AI boom is far from peaking, as enterprises race to
2026-08-29
pluang.com 2026-08-29
2026-08-27
www.bloomberg.com 2026-08-27
2026-08-27
www.cnbc.com 2026-08-27
2026-08-10
news.google.com 2026-08-10
2026-08-10
news.google.com 2026-08-10
2026-08-01
digitimes.com 2026-08-01
2026-07-27
news.google.com 2026-07-27
2026-07-17
seekingalpha.com 2026-07-17
2026-07-16
digitimes.com 2026-07-16
2026-07-14
news.google.com 2026-07-14
2026-06-10
finance.yahoo.com 2026-06-10
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 30% sales increase in May 2026, underscoring strong demand for advanced chips used in AI applications, data centers, and automotive systems. However, investor sentiment remains subdued amid concerns over potential new export controls on AI
2026-06-10
digitimes.com 2026-06-10
2026-05-26
www.msn.com 2026-05-26
Recent analysis has drawn parallels between NVIDIA's sales growth trajectory and that of Cisco during its 1990s peak. According to Pat Tschosik, chief thematic strategist at Ned Davis Research Group, after Cisco’s sales growth peaked in Q2 1996, it experienced seven quarters of deceleration followed
2026-05-26
www.barrons.com 2026-05-26
2026-05-26
www.barrons.com 2026-05-26
2026-05-21
www.theinformation.com 2026-05-21
2026-05-14
www.theglobeandmail.com 2026-05-14
2026-05-14
www.kjzz.org 2026-05-14