Semiconductor News & Analysis Feed
20 articles
2026-06-30
digitimes.com
2026-06-30
Arm Holdings says its chip architecture has crossed the 50% threshold in the hyperscale cloud market, a milestone in a segment long dominated by Intel and AMD. The SoftBank-backed chip designer is now pushing further into the hardware business itself, even as supply chains strain under the weight of the AI infrastructure buildout.
2026-06-17
www.zacks.com
2026-06-17
Zacks Investment Research
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
The Zacks Analyst Blog Highlights Advanced Micro Devices, Intel, Arm Holdings, NVIDIA and QUALCOMM
The Zacks Analyst Blog Highlights Advanced Micro Devices, Intel, Arm Holdings, NVIDIA and QUALCOMM · Zacks
Zacks Equity Research
Wed, June 17, 2026 at 12:46 AM PDT 7 min read
AMD
+3.22%
INTC
+3.52%
NVDA
-0.49%
QCOM
+1.73%
ARM
+6.54%
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Trading disclosure
For Immediate Release
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape.
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The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness extends well bey
2026-06-09
www.benzinga.com
2026-06-09
Benzinga
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2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
Qualcomm vs Arm Holdings Stock: Mobile and Edge-AI Bets
Erwanto Khusuma
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Qualcomm sells chips cheaply but faces a steep Apple modem decline.
Arm licenses chip designs and earns scalable royalties at a premium valuation.
Edge AI is the shared growth driver lifting both business models.
Table of Contents
Qualcomm's Chip Busin
2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-05-30
www.foreignpolicyjournal.com
2026-05-30
foreignpolicyjournal.com
Arm Holdings plc (NASDAQ: ARM) and Synopsys, Inc. (NASDAQ: SNPS) both operate within the semiconductor design space, benefiting from rising AI chip demand across global markets.
ARM licenses processor architectures while SNPS provides electronic design automation software and IP used to design and verify advanced chips.
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2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com
2026-05-26
The Globe and Mail
Key Points
Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips.
These companies are designing energy-efficient processors for deployment in AI data centers.
These smaller chip companies have seen far bigger share-price jumps this year than Nvidia.
10 stocks we like better than Advanced Micro Devices ›
Nvidia(NASDAQ: NVDA) has b
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-26
www.fool.com
2026-05-26
The Motley Fool
Nvidia (
NVDA
1.86%
) has been a pioneer in artificial intelligence (AI) over the past few years. The massive parallel computational power of its graphics processing units (GPUs) has made its chips ideal for training large language models (LLMs).
What's worth noting is that Nvidia continues to dominate the AI chip market after all these years, controlling an estimated 80% of this space. However,
2026-05-25
www.tikr.com
2026-05-25
TIKR.com
Key Stats for Arm Holdings Stock
Price change for Arm Holdings stock: 3%
$ARM Share Price as of May. 22: $307
52-Week High: $315
$ARM Stock Price Target: $232
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Arm Holdings (ARM) stock jumped about 9% on Thursday and another 3% on Friday after Jefferies highlighted a
2026-05-23
news.google.com
2026-05-23
Benzinga
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2026-05-22
www.benzinga.com
2026-05-22
Benzinga
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2026-05-20
247wallst.com
2026-05-20
24/7 Wall St.
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