Semiconductor News & Analysis Feed

66 articles
2026-06-09
www.barchart.com 2026-06-09 Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock Nvidia Corporation (NVDA) investors may want to clear their schedules for June 11, but not for the reason many investors initially expected. Nvidia CEO Jensen Huang has reportedly declined an invitation to testify before the U.S. Senate Banking Committee at a hearing focused on artificial intelligence (AI), China, and national securit
2026-06-09
www.barchart.com 2026-06-09 Barchart.com
Semiconductor by Gorodenkoff via Shutterstock The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufacturing options. Taiwan Semiconductor Manufacturing Company (TSM) has become the dominant producer of leading-edge chips, powering everything from artificial intelligence accelerators to smartphones. As AI dema
2026-06-09
www.barchart.com 2026-06-09 Barchart.com
Barcharts AMD (AMD) stock has been one of the top performers in 2026. Shares have surged more than 130% year-to-date (YTD), significantly outperforming rival Nvidia (NVDA), whose stock has gained about 13% over the same period. The rally reflects growing investor confidence in AMD's position within the artificial intelligence (AI) ecosystem. Demand for the company's Instinct GPUs continues to ac
2026-06-08
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CPU surrounded by rare earth minerals by Pingingz via Shutterstock USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.  USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-m
2026-06-08
www.barchart.com 2026-06-08 Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-07
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2026-06-06
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2026-06-06
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2026-06-06
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2026-06-05
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2026-06-05
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2026-06-05
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2026-06-04
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2026-06-04
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2026-06-04
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2026-06-03
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2026-06-03
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2026-06-03
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2026-06-03
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