Semiconductor News & Analysis Feed
20 articles
2026-10-13
2026-09-30
www.barchart.com
2026-09-30
2026-09-28
news.futunn.com
2026-09-28
2026-09-24
siliconangle.com
2026-09-24
2026-09-16
tomshardware.com
2026-09-16
The ongoing memory shortage, driven by surging demand from AI data centers, is reshaping how consumer electronics are designed and manufactured. Smaller device makers, such as Fairphone, report that memory now accounts for nearly 60% of a device's bill of materials, significantly impacting productio
2026-09-16
broadbandbreakfast.com
2026-09-16
2026-09-12
www.bgr.com
2026-09-12
The NVIDIA Shield TV, rated as a top streaming device by Consumer Reports, has drawn attention for its performance. However, users have noted that within the 'Developer Options' menu, one setting—'Don't keep activities'—should not be enabled. Activating this option causes the system to destroy every
2026-09-12
news.google.com
2026-09-12
2026-09-12
news.google.com
2026-09-12
2026-09-03
www.fool.com
2026-09-03
NVIDIA, as a dominant force in artificial intelligence (AI) data centers, not only leads in hardware but also demonstrates strategic foresight through its investment portfolio. As of June 2026, NVIDIA's assets under management reached $63.4 billion, with 75% allocated to two key AI-related stocks: I
2026-09-03
www.theglobeandmail.com
2026-09-03
2026-09-01
news.google.com
2026-09-01
2026-08-26
2026-08-26
2026-08-17
www.newelectronics.co.uk
2026-08-17
2026-08-11
finance.yahoo.com
2026-08-11
2026-08-07
news.google.com
2026-08-07
2026-08-07
news.google.com
2026-08-07
2026-07-31
acquirersmultiple.com
2026-07-31
The rapid advancement of artificial intelligence (AI) is reshaping the semiconductor industry in profound ways. In a recent episode of a value investing podcast, Taylor, Carlisle, and David Samra explored whether the AI boom is altering the semiconductor cycle. They noted that the industry is not at
2026-07-23