Semiconductor News & Analysis Feed
3156 articles
2026-06-17
www.aol.com
2026-06-17
AOL.com
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
MANALI PRADHAN, CFA, THE MOTLEY FOOL
Wed, June 17, 2026 at 2:17 AM GMT+8
0
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company's high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo's fiscal 2027 outlook remains strong, but its ri
2026-06-17
www.nokia.com
2026-06-17
Nokia
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2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Key Points
Credo's stock has significantly outperformed Nvidia and Broadcom in 2026.
The company’s high-speed cables and optical products help large AI clusters run more reliably and efficiently.
Credo’s fiscal 2027 outlook remains strong, but its rich valuation and customer concentration make it a high-risk AI stock.
10 stocks we like better than Credo Technology Group ›
Chip designers Nvidi
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026
Manali Pradhan, CFA, The Motley Fool
Tue, June 16, 2026 at 11:17 AM PDT 4 min read
NVDA
-2.37%
CRDO
-7.80%
AVGO
-4.37%
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Trading disclosure
Chip designers Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure bui
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Chip designers Nvidia (
NVDA
2.16%
) and Broadcom (
AVGO
4.24%
) have been two of the biggest beneficiaries of the artificial intelligence (AI) infrastructure build-out. Yet in 2026, a much smaller semiconductor company, Credo Technology (
CRDO
7.80%
), is leaving both behind in share price gains.
Image source: Getty Images.
Shares of Credo are up about 74% year to date as of June 13, while Nvi
2026-06-17
www.marketscreener.com
2026-06-17
marketscreener.com
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2026-06-17
www.indexbox.io
2026-06-17
IndexBox
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2026-06-17
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2026-06-17
LinkedIn
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Business Insider
10,944,944 followers
15h
A semiconductor factory in the US is built on a foundation that uses more concrete than the Burj Khalifa.
Why? Even the slightest vibration can disrupt production and damage millions of chips, each worth hundreds, sometimes thousands, of dollars. It ta
2026-06-17
www.cheddar.com
2026-06-17
cheddar.com
Business, finance and tech news every weekday—straight to your inbox
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2026-06-17
www.cheddar.com
2026-06-17
cheddar.com
Business, finance and tech news every weekday—straight to your inbox
We won't sell or share your personal information to inform the ads you see. You may still see interest-based ads if your information is sold or shared by other companies or was sold or shared previously.
2026-06-16
tspasemiconductor.substack.com
2026-06-16
semivision
Japan’s Strategic Position in the Semiconductor Industry in the AI Era
Origianl Article By SemiVision Research [Reading time: 46 mins]
SEMIVISION
JUN 16, 2026
∙ PAID
14
1
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Japan’s Strategic Position in the Semiconductor Industry in the AI Era
The History and Overall Positioning of Japan’s Semiconductor Industry
Japan is an important participant in the global semiconductor industry. After re
2026-06-16
eu.36kr.com
2026-06-16
36 Kr
Semiconductor equipment, a new track is gaining traction
半导体产业纵横
2026-06-16 20:08
When wafers are still round, display panels are already square.
From 2025 to 2026, a new trend emerged in the semiconductor equipment industry. A group of semiconductor equipment manufacturers are intensively launching new equipment for square substrates. From lithography, metrology, CMP, photoresist stripping, elec
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
simplywall.st
2026-06-16
simplywall.st
Japan/Electrical/TSE:6503
Should Mitsubishi Electric’s 2027 Guidance and Power-Semiconductor Push Require Action From Mitsubishi Electric (TSE:6503) Investors?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, Mitsubishi Electric Corporation issued consolidated earnings guidance for 2027, targeting revenue of ¥6,200.00 billion and net profit attributable
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing (TSM) a Strong Bet?
Soumya Eswaran
Tue, June 16, 2026 at 7:37 AM PDT 3 min read
2330.TW
-1.46%
MSTR
-6.35%
CL=F
-0.25%
TSM
-3.53%
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Trading disclosure
Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter 2026 investor letter for its "Global Growth Strategy." A copy of the letter can b
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence
Soumya Eswaran
Tue, June 16, 2026 at 7:33 AM PDT 3 min read
2330.TW
-1.46%
TSM
-3.53%
Trade TSM on Coinbase
Trading disclosure
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the "Columbia Global Technology Growth Fund". A copy of t
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Is Lattice Semiconductor (LSCC) Outperforming Other Computer and Technology Stocks This Year?
Is Lattice Semiconductor (LSCC) Outperforming Other Computer and Technology Stocks This Year? · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 6:40 AM PDT 2 min read
LSCC
-3.69%
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Trading disclosure
Investors interested in Computer and Technology stocks should always be looking to
2026-06-16
news.google.com
2026-06-16
Business Wire
2026-06-16
www.prnewswire.com
2026-06-16
PR Newswire
Valens Semiconductor's HDBaseT Chipsets Power Barco's ClickShare USB-C Extension Over CAT Kit
NEWS PROVIDED BY
Valens Semiconductor
16 Jun, 2026, 13:30 IDT
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HOD HASHARON, Israel, June 16, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN) today announced that its HDBaseT chipsets will form the connectivity infrastructure inside of Barco's ClickShare USB-C Extension ov
2026-06-16
www.prnewswire.com
2026-06-16
PR Newswire
Valens Semiconductor's HDBaseT Chipsets Power Barco's ClickShare USB-C Extension Over CAT Kit
NEWS PROVIDED BY
Valens Semiconductor
Jun 16, 2026, 06:30 ET
SHARE THIS ARTICLE
HOD HASHARON, Israel, June 16, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN) today announced that its HDBaseT chipsets will form the connectivity infrastructure inside of Barco's ClickShare USB-C Extension ov