Semiconductor News & Analysis Feed
33 articles
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Tech Hardware/NasdaqGS:STX
If AI Trade Flows Surge These Semiconductor Stocks Could Surprise
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Global trade is picking up again, with AI hardware, semiconductors, and advanced electronics right at the center of that shift. For investors, this news event is a cue to look closely at companies that sit along these supply chains, fr
2026-06-12
www.thestreet.com
2026-06-12
thestreet.com
__fail__
2026-06-11
news.alphastreet.com
2026-06-11
AlphaStreet
Home
/
Analysis
/
TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
ANALYSIS
TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
NYSE
$TSM
June 10, 2026
5 min read
X
in
f
Introduction
Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is often discussed as the cleanest public-market way to play artificial intelligence chip demand. That framing is not wrong, but
2026-06-11
simplywall.st
2026-06-11
simplywall.st
Taiwan/Semiconductors/TWSE:2330
TSMC And Two AI Trade Stocks Reshaping Critical Supply Chains
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Share
Copy Link
AI related trade is surging, tariffs are reshaping supply chains, and competition for critical minerals is tightening. These shifts are already filtering through to company earnings risks and opportunities, especially for businesses
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
/
GuruFocus
/
TSMC Posts 30% Revenue Growth as AI Trade Cools
TSMC Posts 30% Revenue Growth as AI Trade Cools
Less than 1 min read
TSM
−2.85%
2330
−2.17%
Taiwan Semiconductor Manufacturing Company
TSM
reported May 2026 consolidated net revenue of NT$416.975 billion ($13.17 billion), up 30.1% from May 2025 and 1.5% from April 2026. Cumulative revenue for January through May 2026 reached NT$
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
-1.41%
MRVL
-7.61%
000660.KS
+15.91%
SNDK
+0.28%
005930.KS
+8.97%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also de
2026-06-09
uk.finance.yahoo.com
2026-06-09
Yahoo Finance UK
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, 9 June 2026 at 9:13 am GMT-7 1 min read
MU
-5.01%
MRVL
-11.04%
000660.KS
+15.91%
SNDK
+0.09%
005930.KS
+8.97%
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also declined after initially opening in green terr
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Are semiconductor stocks, AI trade in recovery mode after selloff?
Yahoo Finance Video and Julie Hyman
Mon, June 8, 2026 at 6:30 AM PDT
^GSPC
+0.59%
AVGO
+1.74%
000660.KS
-7.68%
NVDA
+0.67%
Explore stocks on Coinbase
Trading disclosure
US stock futures (ES=F, NQ=F, YM=F) attempt to recover from last Friday's sell-off, which saw the Nasdaq Composite (^IXIC) sink by over 4%,
Morning Brief Host Jul
2026-06-06
www.ad-hoc-news.de
2026-06-06
AD HOC NEWS
Infineons, Correction
Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Trade Fair Looms
06.06.2026 - 07:35:41 | boerse-global.de
Infineon's 13% sell-off after 95% YTD rally tests uptrend; 50-day MA at €58 holds. PCIM Europe fair to validate AI product story. RSI at 55.1 signals normalisation, not panic.
Infineons - Infineon's 13% Correction Puts 58 Euro Floor in Spotlight as AI Tr
2026-06-05
www.cnbc.com
2026-06-05
CNBC
Asian tech shares on Friday tracked losses in U.S. chip stocks after a downbeat earnings report from Broadcom
sparked a rotation out of artificial intelligence-linked names into more defensive sectors.
The weakness was pronounced in South Korea's chip-heavy market. Samsung Electronics fell nearly 7%, while SK Hynix dropped more than 8%. Other tech-related names also came under pressure, with Sam
2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
__fail__
2026-06-01
www.investopedia.com
2026-06-01
Investopedia
Here's What Nvidia CEO Jensen Huang Said That's Causing Big Moves in The AI Trade Today
By AARON MCDADE Published June 01, 2026 09:49 AM EDT
Nvidia CEO Jensen Huang unveiled an AI chip designed for PCs at a conference in Taiwan.
I-Hwa Cheng / AFP / Getty Images
KEY TAKEAWAYS
Shares of Nvidia and its partners climbed, while rivals' stocks sank Monday after CEO Jensen Huang made a number of announ
2026-06-01
www.businessinsider.com
2026-06-01
Business Insider
Nvidia CEO Jensen Huang was at the center of investors' attention on Monday as markets looked for clues about the next phase of the AI boom.
But while Huang commanded the spotlight at a major trade show in Taiwan, investors were piling into South Korean tech stocks.
As Huang spoke, shares of LG Electronics surged 30% for a second straight session, taking their gains this year to more than 300%.
2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
__fail__
2026-05-23
www.benzinga.com
2026-05-23
Benzinga
__fail__
2026-05-23
247wallst.com
2026-05-23
24/7 Wall St.
__fail__
2026-05-22
www.linkedin.com
2026-05-22
LinkedIn
__fail__
2026-05-22
www.benzinga.com
2026-05-22
Benzinga
__fail__
2026-05-22
www.investing.com
2026-05-22
Investing.com
__fail__
2026-05-22
news.google.com
2026-05-22
CNBC
__fail__