Semiconductor News & Analysis Feed

NVIDIA (NVDA) has recently experienced a pullback in its stock price, with a 9% decline over the past month and 8.6% over the past week. Despite this short-term weakness, the company has shown strong long-term performance, with a 22.2% return over the past year and 16.6% over the past three months.

Broadcom's Q3 AI chip revenue guidance fell $1.2 billion short of expectations, triggering a more than 13% drop in after-hours trading. Despite strong Q2 performance, including a 143% YoY increase in AI semiconductor revenue to $10.8 billion, the company's Q3 guidance of $16 billion lagged behind co

In May 2026, Applied Materials reported second-quarter sales of $7.91 billion and net income of $2.81 billion, while also outlining plans for its new EPIC Center in Silicon Valley to accelerate the commercialization of advanced semiconductor equipment. A few days later, Broadcom announced it would j