1016 articles
2026-05-16
tomshardware.com
2026-05-16
Aaron Klotz
AAA gaming with an M5 MacBook and an RTX 5090 eGPU can work as long as you're willing to use a Linux VM and frame generation.
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Nvidia(NVDA4.39%)has been the go-to stock for investors aiming to bet on the artificial intelligence (AI) revolution. This is because the company designs a product that's crucial for this boom to march on: the AI chip. Of course, many others design AI chips, but Nvidia's graphics processing units (GPUs) have consistently delivered the top performance -- and the company updates them annually to ens
2026-05-16
www.digitimes.com
2026-05-16
digitimes
Among the 19 Taiwan-listed semiconductor materials companies tracked byDigitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those...The article requires paid subscription.Subscribe Now
2026-05-16
digitimes.com
2026-05-16
Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those are reasonable numbers — but the distribution underneath tells a more complicated story.
2026-05-16
digitimes.com
2026-05-16
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Nvidia(NVDA1.38%)has had a stellar run over the past few years, but those gains have been marked by significant volatility. Theartificial intelligence (AI)chipmaker has gained 1,440% since the start of 2023 (as of this writing), but has fallen 10% or more on at least five occasions. Furthermore, in early 2025, the stock plunged 37%, so it isn't for the faint of heart.Some investors have been avoid
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Tower Semiconductor(TSEM9.63%)was towering above many tech hardware stocks over the past few days. An encouraging quarterly earnings report, followed by several bullish analyst updates, sparked a lively rally in the chipmaker's equity. This drove the shares nearly 30% higher over the week, according to data compiled byS&P Global Market Intelligence.A quarter to rememberIn itsfirst quarter, Tower b
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
It's getting hard to tell whereNvidia(NVDA1.33%)stock stops, andMicron(MU5.81%)stock starts.Over in China, bad news is emerging from the just-concluded Trump-Xi summit. Yesterday, it was reported the U.S. will permit Nvidia to sell H200artificial intelligence chipsto 10 Chinese companies.Today, the news is that no sales actually happened.Upon discovering this, investors sold off Nvidia stock by 3.
2026-05-16
www.fool.com
2026-05-16
The Motley Fool
Shares ofNvidia(NVDA1.38%)hit a fresh 52-week high of more than $236 on Thursday, capping a six-day winning streak and pushing the AI chipmaker'smarket capitalizationto about $5.7 trillion. That valuation is now larger than the entire estimated market value of silver, sitting around $5 trillion -- making Nvidia the world's second-largest asset, behind only gold's roughly $33 trillion.For some cont
2026-05-15
punchbowl.news
2026-05-15
Punchbowl News
Beijing doesn’t wantNvidia’s H200 chips getting into China for now, PresidentDonald Trumpand his top trade adviser said Friday.Despite the CommerceDepartmentapproving export licenses for the chips months ago and Chinese companies making purchase orders, Beijing continues to block Nvidia from selling its chip. China is instead committed to shoring up its own production of artificial intelligence ch
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Easy come, easy go.Shares of AI superstarNvidia(NVDA1.38%)stock toucheda new all-time highon Thursday after reports from the Trump-Xi summit in China confirmed the U.S. will permit Nvidia to sell H200artificial intelligence chipsto as many as 10 Chinese companies.Nownewreports are filtering out -- and according to these, despite receivingpermissionto sell, no actual sales of H200 chips were made.
2026-05-15
tomshardware.com
2026-05-15
Luke James
President Donald Trump said on Friday that Beijing is refusing to let Chinese companies buy Nvidia's H200 AI chips.
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Given that it's already the world's largest company, it's natural to wonder how much largerNvidia(NVDA+4.39%)can get. I think the answer is fairly simple: much larger. Though hyperscalers have already set new records year after year with how much they are devoting to capital expenditures, the future still looks like it will bring even higher spending, which bodes well for a company that is supplyi
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
Micron Technology(MU3.17%)is one of the world's leading suppliers of memory hardware for computers, smartphones, and data centers. The company is experiencing more demand than it can possibly supply for its data center high-bandwidth memory (HBM), which is a crucial component for running artificial intelligence (AI) workloads.As a result, Micron's revenue and earnings are growing at a lightning-fa
2026-05-15
www.myplainview.com
2026-05-15
Plainview Herald
BEIJING (AP) — Jensen Huang is trying some of Beijing’s delicacies — the good, and others which may be more of an acquired taste.
2026-05-15
tomshardware.com
2026-05-15
Brandon Hill
Asus is aiming at hardcore gamers with the ROG Xreal R1 glasses.
2026-05-15
capacityglobal.com
2026-05-15
capacityglobal.com
HomeNewsTSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networksAITSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks15 May 20264 minutesThe world's largest contract chipmaker, TSMC has revised its 2030 market projection upward by 50%, from just over $1 trillion to $1.5 trillion in the space of roughly two years.Saf MalikSenior Content and Ins
2026-05-15
www.fool.com
2026-05-15
The Motley Fool
The semiconductor industry is the beating heart of the artificial intelligence (AI) boom, because developing this revolutionary technology wouldn't be possible without specialized data center chips and networking components. Demand is heavily outstripping supply for this hardware, which is benefiting suppliers likeAdvanced Micro Devices(AMD+1.21%)andBroadcom(AVGO+5.52%).Since the AI boom started g
2026-05-15
www.digitimes.com
2026-05-15
digitimes
TSMC's decision to sell down its stake in Vanguard International Semiconductor (VIS) is the second significant portfolio move the company has made in as many weeks — and together, the two transactions sketch the outline of a deliberate capital reallocation...The article requires paid subscription.Subscribe Now
2026-05-15
www.ibtimes.com.au
2026-05-15
International Business Times Australia
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