Semiconductor News & Analysis Feed
576 articles
2026-06-04
news.google.com
2026-06-04
U.S. News - Money
2026-06-04
www.proactiveinvestors.com
2026-06-04
Proactive financial news
__fail__
2026-06-03
eetimes.com
2026-06-03
Low-power memory has evolved from its mobile device roots to meet the demands of AI data centers.
2026-06-03
www.proactiveinvestors.com
2026-06-03
Proactive financial news
__fail__
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since 2022, Nvidia (
NVDA
0.75%
) has dominated the artificial intelligence accelerator market, and estimates still place its current market share at about 80%. However, other chipmakers are chipping away at its lead. Broadcom (
AVGO
+4.85%
), which recently surpassed a market cap of $2 trillion, is now its biggest competitor.
Although Nvidia still offers the most popular general-purpose graphics
2026-06-03
www.proactiveinvestors.co.uk
2026-06-03
Proactive Investors
What Brokers Say
Tech
Written by:
Ian Lyall
About this content
Disclaimer
No investment advice
Share article
ASML Holding NV
(
NASDAQ:ASML
XETRA:ASME
)
View Price & Profile
JP Morgan raises ASML estimates as chipmaker signals it can supply far more EUV tools than previously guided
Published: 16:10 03 Jun 2026 BST
JP Morgan has concluded that consensus earnings estimates for ASML Holding N
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) and Broadcom (
AVGO
+4.85%
) are the top artificial intelligence (AI) chipmakers by market cap, and both delivered record results in their most recent quarters.
Of the two, Broadcom has been the better investment in 2026 and over the last year, but Nvidia is the winner if you look further back. Its five-year and 10-year returns are much higher than Broadcom's.
Let's see how
2026-06-03
www.foreignpolicyjournal.com
2026-06-03
foreignpolicyjournal.com
Broadcom (NASDAQ: AVGO) posted a gain of nearly 3% on Monday, emerging as one of the session’s standout performers in a market defined by sharp moves across technology stocks.
Micron (NASDAQ: MU) surged more than 6.6% on the day, making it one of the strongest individual performers among major semiconductor names during the session.
Archaeologists uncover centuries of history beneath Notre-Dame
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Nvidia (
NVDA
0.75%
) has been the gold standard for artificial intelligence (AI) investing, specifically in the computing chip sector. Nvidia's GPUs are synonymous with the AI build-out, and it has ridden the wave of massive AI spending to become the world's largest company (at the time of this writing). However, there's a competitor that's looking to challenge that status.
Broadcom (
AVGO
+4.85
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
It isn't like that company needed any help. Broadcom (
AVGO
+4.85%
) has been experiencing strong demand for its artificial intelligence (AI) solutions for much of the past three years. Since the advent of AI in early 2023, the stock had surged 723% through market close on Monday.
Yet Tuesday saw the stock climb 5% to a record high, as a confluence of events in the AI space conspired to send the
2026-06-03
tomshardware.com
2026-06-03
Andrew E. Freedman
Microsoft's Majorana 2 quantum computing chip switches to lead-based materials. Microsoft is accelerating its roadmap and expects a practical machine in 2029.
2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
__fail__
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
Since the start of 2023, the Vanguard Information Technology ETF (
VGT
+1.28%
) has outperformed the S&P 500 (
^GSPC
+0.13%
) every year and has more than tripled overall, while the broad-market index has roughly doubled.
In 2026, energy was the best-performing sector for the first four months of the year, but tech moved back into the lead on May 29. At that point, tech had a 28.6% total return y
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push
2026-06-02
www.trefis.com
2026-06-02
Trefis
__fail__