Semiconductor News & Analysis Feed
427 articles
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Memory chipmakers have benefited from a massive imbalance between supply and demand.
SK Hynix is about to raise $29 billion in capital to spend on expanding its production capacity.
Investors could start to see the effects as early as mid-2027.
10 stocks we like better than Micron Technology ›
Massive demand for memory chips for artificial intelligence (AI) training and inference h
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Semiconductor stock ASML is the 20th-largest company in the world by market cap.
Over the last five years, it has grown its market cap by about 19% per year.
At this rate, it would join the $1 trillion club by the end of 2028.
10 stocks we like better than ASML ›
There are currently 16 companies that have crossed the $1 trillion market cap plateau, with two more, Walmart and JPMorg
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Nvidia's core growth vector is selling GPU clusters to hyperscalers.
While GPUs remain an important story, Nvidia has been complementing this business with investments across the AI networking value chain.
As hyperscalers accelerate their infrastructure budgets, networking gear is becoming just as important as procuring compute.
10 stocks we like better than Nvidia ›
Shortly after
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-29
www.theglobeandmail.com
2026-06-29
The Globe and Mail
Key Points
Multiple Wall Street analysts have set lofty targets for SpaceX, high enough that it could surpass Nvidia.
Much of that optimism is tied to Starlink, which jumped from 9 million customers last year to 12 million earlier this month.
However, the space company isn't profitable yet, and Nvidia is a financial powerhouse.
10 stocks we like better than Space Exploration Technologies ›
On
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia signed a $1 billion partnership with Nokia late last year.
The deal has improved the fortunes of the beaten-down telecommunications stock.
Is Nokia stock now a buy?
10 stocks we like better than Nokia ›
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Micron smashed expectations, and it couldn't have gone much better for investors who are bullish on memory stocks.
Multiple memory companies are shifting to multiyear contracts with tech giants to secure meaningful revenue visibility.
As companies continue to deliver superb results, it will increase the price of memory chips and reduce the likelihood of a future supply glut.
10 stoc
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
CoreWeave has attracted Nvidia's investment capital, and it thrives in part due to its access to Nvidia's latest technology.
Nvidia's stake in Nokia will help make AI a key function within telecom networks.
10 stocks we like better than CoreWeave ›
Nvidia has emerged as one of the great success stories in tech in the 2020s. So successful is the company that it has boosted other comp
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-28
www.theglobeandmail.com
2026-06-28
The Globe and Mail
Key Points
Nvidia's revenue jumped 85% year over year in its most recent quarter.
Big tech plans to spend about $725 billion on capital projects in 2026.
A peak in AI spending is the biggest threat to the long-term bull case.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) makes the chips behind most of the artificial intelligence (AI) build-out, and the payoff for its shareholder
2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Key Points
ON Semiconductor announced an all-stock acquisition of Synaptics, valued at $7 billion, and the stock dropped over 23% following the announcement, reflecting investor concerns.
The deal aims to integrate power, sensing, and connected computing for edge AI applications.
10 stocks we like better than ON Semiconductor ›
Investors in ON Semiconductor(NASDAQ: ON), or onsemi, went to slee
2026-06-27
www.theglobeandmail.com
2026-06-27
The Globe and Mail
Artificial intelligence is emerging as the most significant long-term growth catalyst for ASML Holding ASML, reinforcing its position as one of the most strategically important companies in the global semiconductor industry. The company dominates the extreme ultraviolet (EUV) lithography market and leads the commercialization of next-generation high-NA EUV systems, technologies that are essential
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
Micron’s (NASDAQ: MU)fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Leading tech giants, enterprises, and research labs globally are racing to implement existing infrastructu
2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI demand. South Kor
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising