Semiconductor News & Analysis Feed
76 articles
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
The artificial intelligence (AI) trade has thus far been largely restricted to data center infrastructure. Companies selling AI hardware, such as chips, servers, and networking components, have witnessed a remarkable increase in revenue and earnings in recent years.
Nvidia (
NVDA
+2.88%
) is one of the biggest examples of how the booming demand for AI data center components has transformed a comp
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-15
pandaily.com
2026-06-15
Pandaily
Gadgets
Industry
OPPO Expands Flash Charging Family with New 120W GaN Charger and Power Bank
Published:
June 15, 2026
Reading Time:
2 min read
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OPPO launches 120W dual-port GaN charger and SUPERVOOC 120W power bank, bringing versatile fast charging across smartphones, laptops, and more.
OPPO has recently expanded its flash charging ecosystem
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
LITE
+3.59%
NVDA
+0.16%
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Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
2026-06-13
digitimes.com
2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
2.53%
) could be moving beyond GPUs and deeper into semiconductor manufacturing. As advanced fabs need more simulation, process control, and scheduling power, Nvidia's platform may become even more critical. But after a massive run, investors still need to ask whether the upside is already priced in.
Stock prices used were the market prices of June 3, 2026. The video was published o
2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
www.telecomtv.com
2026-06-09
telecomtv.com
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2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia CEO Jensen Huang calls tech stock selloff a buying opportunity as AI ‘just beginning’
Huang pitched investors on discounted AI stocks during a Seoul visit, days after a $1.3 trillion chipmaker
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Friday was brutal for chip stocks. The iShares Semiconductor ETF (
SOXX
+5.87%
), a broad gauge of the group, sank about 10% to around $540 -- one of its worst single sessions in years -- as investors fled the corner of the market that has powered much of the artificial intelligence (AI) trade. The tech-heavy Nasdaq Composite fell more than 4% -- its worst day since April 2025, and the selling rea
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity?
Daniel Sparks, The Motley Fool
Mon, June 8, 2026 at 9:43 PM AST 5 min read
NVDA
+1.73%
MRVL
+9.63%
^IXIC
+0.86%
MU
+9.87%
INTC
+11.19%
Friday was brutal for chip stocks. The iShares Semiconductor ETF (NASDAQ: SOXX), a broad gauge of the group, sank about 10% to around $540 -- one
2026-06-08
www.tradingview.com
2026-06-08
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Nvidia CEO Sees Opportunity in Chip Selloff
Nvidia CEO Sees Opportunity in Chip Selloff
Less than 1 min read
NVDA
−6.20%
Nvidia
NVDA
CEO Jensen Huang is telling investors not to panic over the recent semiconductor selloff, arguing that the AI buildout is still in its early innings.
Speaking to reporters in Seoul on June 8, Huang said the pullback in U.S. chip stocks should b
2026-06-08
incrypted.com
2026-06-08
incrypted
08.06.2026
132
2 min
NVIDIA CEO Calls Tech Stock Selloff a Buying Opportunity
Nazar Pyrih
NVIDIA CEO Jensen Huang said the tech stock sell-off has created a buying opportunity.
He said the buildout of artificial intelligence infrastructure is only just beginning.
NVIDIA and SK Hynix signed a multi-year agreement to develop new generations of AI memory chips.
NVIDIA CEO Jensen Huang said the tech
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
Tech sell-off can be a buying opportunity, says Nvidia CEO Jensen Huang
Jun 08, 2026, 2:51 AM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockQQQ, SMH, XLK
, VGT, IGPT, SOXX, ROBO, ARKQ, BOTZ, AIEQ, AIQ, ARTY, THNQ, WTAI, CHAT
By: Manshi Mamtora, CFA
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Jensen Huang, CEO of Nvidia (NVDA) said the recent selloff in U.S. semiconductor stocks should be viewed in
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Nvidia CEO Says Selloff in Tech Stocks Is a Buying Opportunity
1 / 2
Nvidia CEO Says Selloff in Tech Stocks Is a Buying Opportunity
Yoolim Lee
Sun, June 7, 2026 at 11:03 PM AST 2 min read
NVDA
-6.20%
^KS11
-8.29%
005930.KS
-10.18%
005935.KS
-8.77%
000660.KS
-7.68%
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang called a global tech stocks selloff that began last week a buying opp
2026-06-08
uk.finance.yahoo.com
2026-06-08
Yahoo Finance UK
Nvidia CEO Says Selloff in Tech Stocks Is a Buying Opportunity
1 / 2
Nvidia CEO Says Selloff in Tech Stocks Is a Buying Opportunity
Yoolim Lee
Sun 7 June 2026 at 11:03 pm GMT-4 2 min read
NVDA
-6.20%
^KS11
-8.29%
005930.KS
-10.18%
005935.KS
-8.77%
000660.KS
-7.68%
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang called a global tech stocks selloff that began last week a buying opp
2026-06-08
digitimes.com
2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.
2026-06-08
www.opportimes.com
2026-06-08
Opportimes
The U.S. Semiconductor Industry Association (SIA) has proposed harmonizing semiconductor regulations across North America.
In a letter to the U.S. Trade Representative (USTR), the SIA stated that this harmonization of common standards could be addressed in the review of the United States-Mexico-Canada Agreement (USMCA).
According to the Washington, D.C.-based association, semiconductors are esse
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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