Semiconductor News & Analysis Feed
20 articles
2026-10-08
www.kingsresearch.com
2026-10-08
2026-09-18
www.foxnews.com
2026-09-18
2026-09-15
www.kingsresearch.com
2026-09-15
2026-09-13
www.iam-media.com
2026-09-13
2026-09-07
www.iam-media.com
2026-09-07
2026-09-02
www.cnbc.com
2026-09-02
On Wednesday, several major technology companies drew analyst attention, with NVIDIA at the forefront. While the article mentions Apple, Tesla, Dell, SpaceX, and DraftKings, the focus is on the semiconductor and AI sectors. NVIDIA, as a leading GPU manufacturer, plays a critical role in AI training
2026-08-28
marklapedus.substack.com
2026-08-28
2026-08-24
seekingalpha.com
2026-08-24
2026-08-19
seekingalpha.com
2026-08-19
2026-08-13
sg.finance.yahoo.com
2026-08-13
In the midst of the AI revolution, NVIDIA stands as the undisputed leader in AI chip technology, yet it does not manufacture its own chips. Instead, it relies heavily on external foundries such as Taiwan Semiconductor Manufacturing Company (TSMC) and SK Hynix to produce its designs. This fabless mod
2026-08-04
counterpointresearch.com
2026-08-04
2026-08-02
2026-07-31
www.benzinga.com
2026-07-31
Prominent hedge fund manager Michael Burry has expanded his short positions against semiconductor giants NVIDIA and Micron Technology, reflecting his cautious outlook on current tech stock valuations and semiconductor industry growth prospects. This strategic move demonstrates Burry's sophisticated
2026-07-11
www.techtimes.com
2026-07-11
2026-06-19
www.tweaktown.com
2026-06-19
A Chinese repair channel on Bilibili recently uncovered a sophisticated GPU scam involving a broken ASUS RTX 4090 sold for just 1,500 RMB (around $222). Upon disassembly, the channel found a plastic die with fake NVIDIA markings instead of a real GPU, lacking any functional silicon or memory. This s
2026-06-18
www.fool.com
2026-06-18
Marvell Technology (MRVL) surged 4.10% on June 17, driven by momentum from NVIDIA's CEO comments and a $2 billion AI chip alliance, despite broader market weakness. The stock's rise reflects investor optimism around Marvell's growing role in AI infrastructure, supported by strong Q1 results and incr
2026-06-18
www.brookings.edu
2026-06-18
The United States' withdrawal from the Chinese AI chip market marks a new phase in US-China technological rivalry. Despite U.S. approval for NVIDIA's H200 chip sales to China, Chinese authorities have not permitted their actual purchase, reflecting a deepening distrust of U.S. technology firms. This
2026-06-09
www.taipeitimes.com
2026-06-09
Taiwan Semiconductor Manufacturing Co. (TSMC) has more than doubled its market capitalization over the past year, climbing from 12th to 9th place among the world’s top 100 most valuable companies. According to PricewaterhouseCoopers (PwC), TSMC’s market value surged 101% year-on-year to $1.427 trill
2026-06-08
focustaiwan.tw
2026-06-08
Taiwan Semiconductor Manufacturing Company (TSMC) has more than doubled its market capitalization over the past year, climbing from 12th to ninth place in PwC's Global Top 100 ranking, highlighting its central role in the global semiconductor industry. According to PwC's '2026 Global Top 100 Compani
2026-06-03
fortune.com
2026-06-03
This article provides an analysis of NVIDIA's company profile, stock performance, news, and rankings. As a leading semiconductor company, NVIDIA holds a dominant position in artificial intelligence and high-performance computing, with its products widely used in data centers, autonomous driving, and