Semiconductor News & Analysis Feed
513 articles
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
The S&P 500 Just Added This AI Semiconductor Stock For Index Investors
Bram Berkowitz, The Motley Fool
Tue, June 9, 2026 at 9:43 AM PDT 4 min read
^GSPC
-0.85%
NVDA
-1.66%
MRVL
-10.40%
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Trading disclosure
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology (
MRVL
10.50%
). The stock surged on the news yesterday but had fallen by more than 7% as of 11:13 a.m. ET today.
Being added to the S&P 500 is a big deal because it is one of, if not the most followed, indexes and market benchmar
2026-06-09
au.finance.yahoo.com
2026-06-09
Yahoo Finance Australia
Nvidia CEO sends strong message to stock market investors
Hillary Remy
Tue 9 June 2026 at 4:03 am GMT-7 6 min read
NVDA
+1.73%
^KS11
+8.18%
000660.KS
+15.91%
Jensen Huang was in Seoul on June 8, meeting South Korean business leaders, when the question about the selloff came. US tech shares had dropped Friday on concerns over a possible interest rate hike. South Korea's Kospi Index was tumbling th
2026-06-09
www.msn.com
2026-06-09
MSN
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. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
www.thestreet.com
2026-06-09
thestreet.com
__fail__
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia Is Doubling Down on the CPU Market. That's Bad News for AMD and Intel Stock Investors
Harsh Chauhan, The Motley Fool
Mon, June 8, 2026 at 9:09 PM AST 6 min read
NVDA
+1.73%
AMD
+5.14%
INTC
+11.19%
Nvidia (NASDAQ: NVDA) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips a
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips are ideal for processing huge amounts of data quickly. The massive parallel processing power of GPUs enables them to perform thousands of tasks simultaneously. As a result, GPUs have been widely used in ga
2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
Qualcomm Incorporated (QCOM) is up 7.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move looks driven primarily by a broad rebound in semiconductor stocks after a sharp late-week selloff, with Qualcomm participating in the risk-on rotation. Investors also appear to be looking ahead to Qualcomm’s June 24, 2026 Investor Day and its expanding data-center
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers.
Video Muted
Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 qu
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
Vandita Jadeja
Mon, June 8, 2026 at 9:47 AM PDT 3 min read
AVGO
+2.31%
QCOM
+1.87%
NVDA
+1.83%
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Trading disclosure
Quick Read
AVGO's AI chip revenue surged 143% to $10.8B, while QCOM trades at 23x earnings with a new hyperscaler silicon deal set to ship this year.
Qualcomm's $20B buyback
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.
2026-06-08
www.barrons.com
2026-06-08
Barron's
__fail__
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday’s brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.” More importantly for memory bulls, he framed the AI supply crunch as a multi-year condition, an unmistakably positive read-through for Micron Technology (NASDAQ:MU) and SanDisk (NASDAQ:SNDK), which tr
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA CEO Has Good News for Micron and SanDisk Investors: “The Memory Shortage to Continue for Several Years”
Eric Bleeker
Sun, June 7, 2026 at 9:28 PM PDT 2 min read
MU
-13.25%
SNDK
-11.39%
NVDA
-6.20%
WDC
-11.08%
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Trading disclosure
Quick Read
Huang called AI stocks "very cheap" and framed the memory shortage as a multi-year condition, a direct bullish read for MU and
2026-06-08
www.cnbc.com
2026-06-08
CNBC
Asian tech stocks extended their sell-off Monday, as investors sour on global AI-linked plays with the U.S. tech-heavy Nasdaq declining more than 4.5% last week.
Memory chip behemoths and heavyweights on South Korea's Kospi Index Samsung Electronics and SK Hynix fell 5% and 2%, respectively. The Kospi plunged as much as 8% as the two companies make up over 40% of the index.
Taiwan Semiconductor
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
NVIDIA’s Robotics And Physical AI Push What It Could Mean For Investors
Simply Wall St
Sun, June 7, 2026 at 7:10 PM PDT 2 min read
NVDA
-6.20%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
NVIDIA (NasdaqGS:NVDA) has launched a broad set of open-source robotics and physical AI tools.
The com
2026-06-08
digitimes.com
2026-06-08
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance, and cross-border investment rules for customers and investors worldwide. The case adds another layer to a legal battle already spanning China and the Netherlands.