Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

368 articles
Trending Companies
NVIDIA189 TSMC118 AMD52 Intel42 Huawei37 Micron Technology35 Micron33 Samsung Electronics31 Apple28 SK Hynix26 Microsoft22 Qualcomm20 UBS20 ASML19 Marvell Technology18
Trending Technologies
EUV167 3nm146 AI54 GPU43 HBM39 AI chips38 LogicFolding30 CPU25 1.4nm24 Tau Scaling Law22 DRAM21 memory chips20 semiconductor17 2nm16 AI infrastructure15
2026-05-15
Cadence Design Systems stock (US12541W1027): AI and chip design momentum after latest earnings - AD HOC NEWS
0.92
www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
__fail__
2026-05-15
Nvidia navigates deepening uncertainty in China’s vital chip market amid US trade tensions - Mix Vale
0.95
www.mixvale.com.br 2026-05-15 Mix Vale
__fail__
2026-05-15
TSMC to sell 152 million shares in chipmaker Vanguard - Latest news from Azerbaijan
0.75
news.az 2026-05-15 Latest news from Azerbaijan
News.Az is an Azerbaijani informational-analytical news portal that publishes a wide range of content, including analytical materials, in-depth articles, insightful commentaries, and the latest news.
TSMCVanguardSemiconductorChipStockInvestmentTechnologyFinance
2026-05-15
KIM ETF tops 1 trillion won as HBM-fueled rally accelerates in Korea - CHOSUNBIZ - Chosunbiz
0.8
biz.chosun.com 2026-05-15 Chosunbiz
__fail__
2026-05-15
Cerebras IPO Revives AI Chip Startup Fever
0.92
eetimes.com 2026-05-15 Sally Ward-Foxton
A soaring valuation validates investor appetite for non-GPU AI hardware, but customer concentration, technical scaling limits and fierce competition loom ahead.
AI ChipIPOSemiconductorArtificial IntelligenceData CenterChip DesignInvestmentMarket Valuation
2026-05-15
Applied Materials sees quarterly revenue above estimates on sustained AI spending - Reuters
0.9
www.reuters.com 2026-05-15 Reuters
__fail__
2026-05-15
Applied Materials (AMAT) Surpasses Q2 Earnings and Revenue Estimates - Yahoo! Finance Canada
0.8
ca.finance.yahoo.com 2026-05-15 Yahoo! Finance Canada
__fail__
2026-05-15
Applied Materials Inc (NASDAQ:AMAT) Crushes Q2 Estimates and Delivers AI-Fueled Guidance - ChartMill
0.9
www.chartmill.com 2026-05-15 ChartMill
__fail__
2026-05-15
Applied Materials Stock Jumps As Chip-Gear Firm Cruises Past Estimates - Investor's Business Daily
0.87
www.investors.com 2026-05-15 Investor's Business Daily
__fail__
2026-05-15
AMD Samsung 2nm Talks Test Supply Strength And Rich Valuation - simplywall.st
0.9
simplywall.st 2026-05-15 simplywall.st
__fail__
2026-05-15
SpaceX Seeks Overseas Starship Launch Sites to Break U.S. Regulatory Cadence Ceiling - Tech Times
0.65
news.google.com 2026-05-15 Tech Times
__fail__
2026-05-15
Nvidia's $78 Billion Earnings Test Could Reveal the Real AI Demand Story - The Motley Fool
0.92
www.fool.com 2026-05-15 The Motley Fool
Nvidia(NVDA+4.36%)is heading into earnings with enormous AI momentum, a massive revenue guide, and investor expectations that may be harder to beat than the numbers themselves. The bull case still looks strong, but China pressure, Data Center demand, and management's outlook could decide whether the stock keeps climbing or finally hits resistance.Stock prices used were the market prices of May 8,
AI chipNVIDIASemiconductor industryEarnings analysisArtificial intelligenceData centerMarket expectationsInvestment strategy
2026-05-14
TSMC's Latest Outlook On The Global Semiconductor Market - The Wealth Advisor
0.95
www.thewealthadvisor.com 2026-05-14 The Wealth Advisor
__fail__
2026-05-14
From Hynix MBTI Test to Student Ambassadors: SK hynix Engages with Youth - 아시아경제
0.75
www.asiae.co.kr 2026-05-14 아시아경제
__fail__
2026-05-14
Wall Street Wants to See $78.8 Billion in Revenues from Nvidia on May 20. Can It Pass the Test? - The Motley Fool
0.92
www.fool.com 2026-05-14 The Motley Fool
Nvidia(NVDA+2.33%)will report earnings after the market closes on May 20. On average, the Wall Street analysts covering the company expect it to have pulled in a cool $78.8 billion in sales in its fiscal 2027 first quarter -- up 77% from the same period last year.I think we're so deep into the artificial intelligence boom that it's easy to forget how incredible this is. The largest company on Eart
Nvidia earningsAI boomSemiconductor revenueWall Street expectationsAI chipsCloud infrastructureNvidia stockEarnings forecast
2026-05-14
Trump’s China Summit Could Mean Big Things for Boeing, Tesla and Nvidia - Barron's
0.92
www.barrons.com 2026-05-14 Barron's
__fail__
2026-05-14
Micron has unseated Nvidia and Tesla as the market’s most heavily traded stock - Sherwood News
0.88
sherwood.news 2026-05-14 Sherwood News
__fail__
2026-05-14
Xi Jinping tells Nvidia, Tesla and Apple CEOs that China will ‘open wider’ - Financial Times
0.88
www.ft.com 2026-05-14 Financial Times
__fail__
2026-05-14
United States China Tech Rivalry Delays Nvidia AI Chip Exports - Modern Diplomacy
0.85
moderndiplomacy.eu 2026-05-14 Modern Diplomacy
__fail__
2026-05-14
Nvidia CEO Jensen Huang's Foundation Donates $108 Million In CoreWeave AI Computing Power To Universities - Benzinga
0.92
www.benzinga.com 2026-05-14 Benzinga
__fail__