Feed Deep Dive Matrix Subscribe About

Semiconductor News & Analysis Feed

187 articles
Trending Companies
NVIDIA171 SK Hynix84 Micron Technology64 TSMC53 Samsung49 Micron47 Samsung Electronics42 Intel30 Apple27 AMD25 Synopsys22 Microsoft21 SK hynix21 Broadcom17 SanDisk15
Trending Technologies
EUV140 3nm125 HBM59 DRAM55 AI52 AI chips42 memory chips39 GPU35 semiconductor21 NAND flash15 AI accelerators13 memory13 HBM412 AI infrastructure11 GaN11
2026-05-16
iPhone 18 To Drop Qualcomm After 15 Years For Apple’s New Custom 5G Modem - Forbes
0.75
www.forbes.com 2026-05-16 Forbes
__fail__
2026-05-16
Why Micron Stock Just Dropped - The Motley Fool
0.92
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.
Semiconductor IndustryAI ChipsUS-China Trade RelationsNVIDIAMicronChip Supply ChainChinese Semiconductor DevelopmentTrump Policy
2026-05-16
Why Micron Stock Just Dropped - Yahoo Finance
0.88
finance.yahoo.com 2026-05-16 Yahoo Finance
__fail__
2026-05-16
Exynos 2700 To Receive Premium Treatment From Samsung As Update Drops Claims Of Company Abandoning Its 2nm SoC’s Advanced Packaging - Wccftech
0.85
wccftech.com 2026-05-16 Wccftech
__fail__
2026-05-15
Why Nvidia Stock Just Dropped - The Motley Fool
0.92
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.
NVIDIAAI chipSemiconductor industryUS-China trade relationsChinese tech policyChip supply chainArtificial intelligenceStock market volatility
2026-05-15
Why Nvidia Stock Just Dropped - Yahoo Finance
0.8
finance.yahoo.com 2026-05-15 Yahoo Finance
__fail__
2026-05-15
NVIDIA Corp., Caterpillar share losses contribute to Dow's 500-point drop - MSN
0.7
www.msn.com 2026-05-15 MSN
__fail__
2026-05-15
Qualcomm drops 13% as chip stocks retreat from AI rally - Crypto Briefing
0.8
cryptobriefing.com 2026-05-15 Crypto Briefing
__fail__
2026-05-14
Is Micron Stock a Buy After Its Jaw-Dropping Rally? - The Motley Fool
0.92
www.fool.com 2026-05-14 The Motley Fool
Micron(MU5.81%)has recently ripped off the type of rally that few stocks will ever replicate. Since dipping to a three-month low around April 1, the stock has gained a jaw-dropping 116% in just a month and a half. After a quick return like that, investors are likely wondering if it's worth hanging around for more, if they should take their quick double and run to the bank, or if they should add to
MicronSemiconductorMemory ChipsAI Data CentersSupply ShortageMarket DemandInvestment AnalysisStock Rally
2026-05-13
[Semiconductor Stocks Plunge] Is This a Good Opportunity for Buying the Dip? Was the Higher-Than-Expected CPI Just an Excuse? Exploring the Real Reason Behind SOX's Sharp Drop and Identifying 'The Next Leader' - Moomoo
0.9
www.moomoo.com 2026-05-13 Moomoo
__fail__
2026-05-13
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally - MSN
0.95
www.msn.com 2026-05-13 MSN
__empty__
2026-05-13
SanDisk and Micron Fall 9%, Western Digital Drops 8% as Memory Supercycle Trade Hits Pause Button - 24/7 Wall St.
0.88
247wallst.com 2026-05-13 24/7 Wall St.
__fail__
2026-05-13
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally - CNBC
0.95
www.cnbc.com 2026-05-13 CNBC
__empty__
2026-05-13
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally - CNBC
0.95
www.cnbc.com 2026-05-13 CNBC
__fail__
2026-05-12
Nvidia (NVDA) Stock Drops. What’s All the Fuss Over Exclusion from Trump’s China Trip? - TipRanks
0.92
www.tipranks.com 2026-05-12 TipRanks
__fail__
2026-05-12
Why Micron Stock Just Dropped - Yahoo Finance
0.75
finance.yahoo.com 2026-05-12 Yahoo Finance
__fail__
2026-05-12
Why Micron Stock Just Dropped - The Motley Fool
0.87
www.fool.com 2026-05-12 The Motley Fool
"I'm from the government, and I'm here to help."This punchline to the Reagan-era joke, "What are the nine most terrifying words in the English language?", is gaining currency today on fears that global governments will impose windfall profits taxes onAI companies.Micron(MU3.86%)stock is suffering in response, its shares down 3.8% through 10:10 a.m. on worries government may kill the golden AI goos
Micron TechnologyAI chipsgovernment taxationsemiconductor industrymarket riskSouth Koreaartificial intelligencechip manufacturer
2026-05-12
What Caused Samsung, Nvidia, And AMD Shares To Drop Sharply - NDTV
0.75
www.ndtv.com 2026-05-12 NDTV
__fail__
2026-05-12
Palantir's [PLTR] Post-Earnings Drop Raises Red Flags for Nvidia [NVDA] Ahead of May 20 Report - foreignpolicyjournal.com
0.7
www.foreignpolicyjournal.com 2026-05-12 foreignpolicyjournal.com
__fail__
2026-05-11
IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitement Cools as Profit-Taking Hits - 24/7 Wall St.
0.75
247wallst.com 2026-05-11 24/7 Wall St.
__fail__