Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

18 articles
Trending Companies
NVIDIA324 TSMC187 Micron Technology74 SK Hynix74 AMD72 Micron63 Intel58 Huawei55 Samsung Electronics55 Synopsys49 UBS40 Samsung37 Microsoft35 Apple34 Infineon31
Trending Technologies
EUV279 3nm259 AI99 AI chips84 HBM67 GPU66 memory chips44 LogicFolding42 DRAM39 CPU31 GaN27 Tau Scaling Law27 semiconductor26 1.4nm26 SiC25
2026-05-27
Huawei Tau Law series 2: Advanced packaging, AI interconnects, EDA lead the way
0.92
digitimes.com 2026-05-27
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
2026-05-26
Micron expands US DDR4 output as AI keeps global supply tight
0.92
digitimes.com 2026-05-26
As Micron Technology's decision to restart large-scale DDR4 production in the US grabs global attention, memory-chip executives and analysts say the move is less a revival of aging technology than a strategic reshuffling of supply aimed at safeguarding critical American industries.
2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - 24/7 Wall St.
0.95
247wallst.com 2026-05-25 24/7 Wall St.
__fail__
2026-05-25
What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention - Yahoo Finance
0.95
finance.yahoo.com 2026-05-25 Yahoo Finance
__fail__
2026-05-24
Amazon CEO calls out Nvidia's AI chip stranglehold — why Canadian index ETF investors should pay attention - Yahoo! Finance Canada
0.75
ca.finance.yahoo.com 2026-05-24 Yahoo! Finance Canada
__fail__
2026-05-24
NVIDIA AI Releases Gated DeltaNet-2: A Linear Attention Layer That Decouples Erase and Write in the Delta Rule - MarkTechPost
0.92
www.marktechpost.com 2026-05-24 MarkTechPost
__fail__
2026-05-22
Micron Technology, Inc. (MU) is Attracting Investor Attention: Here is What You Should Know - Yahoo Finance
0.85
finance.yahoo.com 2026-05-22 Yahoo Finance
__fail__
2026-05-22
Jensen Huang Said Something Surprising About AI. Here's Why Nvidia Investors Should Pay Attention. - The Motley Fool
0.95
www.fool.com 2026-05-22 The Motley Fool
__fail__
2026-05-19
Ross Gerber Says ‘Pay Attention’ To Nvidia And Micron - NVIDIA (NASDAQ:NVDA) - Benzinga
0.9
www.benzinga.com 2026-05-19 Benzinga
__fail__
2026-05-18
Synopsys stock (US8716071076): strong Q2 numbers and AI tailwind attract attention - AD HOC NEWS
0.92
www.ad-hoc-news.de 2026-05-18 AD HOC NEWS
__fail__
2026-05-18
[U.S. Financial Securities Weekly Report - Outlook] Attention on NVIDIA's earnings results amid the possibility of a pause in the AI-driven market rally ☆Resend - Moomoo
0.92
www.moomoo.com 2026-05-18 Moomoo
__fail__
2026-05-14
Texas Instruments Incorporated (TXN) is Attracting Investor Attention: Here is What You Should Know - Yahoo Finance
0.9
finance.yahoo.com 2026-05-14 Yahoo Finance
__fail__
2026-05-14
Nvidia Stock Draws Attention As Culper Research Takes Short Position Over China Ties - Stocktwits
0.8
stocktwits.com 2026-05-14 Stocktwits
__fail__
2026-05-12
2nm chipsets will steal the show, but here's why we should pay attention to the 3nm Dimensity 8600 - PhoneArena
0.85
www.phonearena.com 2026-05-12 PhoneArena
__fail__
2026-05-10
AMD Stock Is Up 320% Over the Past Year. Should Investors Shift Their Attention Away From Nvidia? - The Motley Fool
0.92
www.fool.com 2026-05-10 The Motley Fool
Shares ofAdvanced Micro Devices(AMD0.61%)have rocketed more than 320% over the past year as investors have followed AMD's growth story in providing processors for agentic artificial intelligence (AI).The gains forNvidiaaren't anything to be embarrassed about; the stock has jumped 82% over the past 12 months, compared to theS&P 500's 32% gains.But the big disparity between AMD's and Nvidia's gains
AMDNVIDIAArtificial IntelligenceAI HardwareCPUGPUData CenterSemiconductor
2026-05-07
Should You Pay Attention To Micron Technology Stock’s Momentum? - Trefis
0.95
www.trefis.com 2026-05-07 Trefis
__fail__
2026-05-06
Conventional DRAM overtakes HBM profitability; memory big two draw attention with different responses - 디지털투데이
0.92
www.digitaltoday.co.kr 2026-05-06 디지털투데이
__fail__
2026-05-06
Replacing GPU Compute Dies With PNM-Enabled HBM Cubes For Long-Context Decode Attention (UCSD, Columbia, Yonsei U., NVIDIA, Samsung) - Semiconductor Engineering
0.92
semiengineering.com 2026-05-06 Semiconductor Engineering
A new technical paper, “AMMA: A Multi-Chiplet Memory-Centric Architecture for Low-Latency 1M Context Attention Serving,” was published by researchers at UC San Diego, Columbia University, Yonsei University, NVIDIA, and Samsung.Abstract“All current LLM serving systems place the GPU at the center, from production-level attention-FFN disaggregation to NVIDIA’s Rubin GPU-LPU heterogeneous platform. Ev