Semiconductor News & Analysis Feed
112 articles
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
2026-06-06
www.marketwatch.com
2026-06-06
MarketWatch
__fail__
2026-06-04
news.google.com
2026-06-04
Barchart.com
2026-06-04
news.google.com
2026-06-04
24/7 Wall St.
2026-06-04
www.telecompaper.com
2026-06-04
Telecompaper
Broadcom CEO Hock Tan said the company achieved record revenue, operating profit and free cash flow in its second fiscal quarter to 03 May, driven by accelerating growth in AI semiconductor turnover and strong operating leverage. Its Q2 semiconductor income from AI climbed by 143 percent year on year to USD 10.8 billion, driven by rising demand for custom AI accelerators and AI networking. It expe
2026-06-04
www.msn.com
2026-06-04
MSN
Earnings Call Insights: Broadcom (AVGO) Q2 fiscal 2026
Management View
"In our fiscal Q2 2026, total revenue reached a record $22.2 billion, up 48% year-on-year, above our guidance on strength in AI semiconductors." (President, CEO & Executive Director Hock Tan)
"During the quarter, bookings for AI semiconductors were over $30 billion against the $10.8 billion we shipped." (President, CEO & Execu
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown of the report.Q4 Earnings: Unity said fourth-quarter revenue increased 35% year-over-year to $609 million, beating the consensus estimate of $562.71 million. The company reported a quarterly loss of 66 cents per share.
Due to copyright issues, news from Dow Jones is temporarily unavai
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-04
www.msn.com
2026-06-04
MSN
More on Broadcom
Broadcom: Still A Buyer At 61x, But The Print Has To Be Flawless
Broadcom Q2: Why The FY 2027 $100B Target May Already Be Obsolete
Broadcom: The Dual Moat Is Still Undervalued
Broadcom slides even as Q2 results, guidance top Wall Street's forecast
Broadcom Non-GAAP EPS of $2.44 beats by $0.04, revenue of $22.19B beats by $70M
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
__fail__
2026-06-04
www.benzinga.com
2026-06-04
Benzinga
__fail__
2026-06-03
www.electronicsforyou.biz
2026-06-03
Electronics For You BUSINESS
__fail__
2026-06-01
www.fxempire.com
2026-06-01
FXEmpire
Nikkei 225 gained 3.27% last week on solid demand for technology and AI stocks. This move was clear indication of buying activity among Japanese stocks. The rally was led by technology stocks. Samsung Electronics rose by over 5% after the company began to ship samples of its newest high bandwidth memory chips to customers worldwide.
This news supported the larger theme of Asian AI and semiconduct
2026-05-31
seekingalpha.com
2026-05-31
Seeking Alpha
__fail__
2026-05-30
realinvestmentadvice.com
2026-05-30
Real Investment Advice
NEWSLETTER
PARABOLIC SEMICONDUCTOR RALLY: WHAT BREAKS THE TRADE?
By
LANCE ROBERTS
| May 30, 2026
🔎 AT A GLANCE
Parabolic Semiconductor Rally: What Breaks The Trade?
Market Brief & Technical Review
From Lance’s Desk: Dollar Dominance Remains Alive And Well (Part 1) – RIA
Market stats, screens, and risk indicators
🏛️ MARKET BRIEF – AI VALIDATION FUELS A NINTH WEEKLY ADVANCE
The headline tape ma
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
__fail__
2026-05-29
dig.watch
2026-05-29
Digital Watch Observatory
Home | Updates | European Commission prepares Chips Act 2.0 to boost semiconductor resilience
Leading-edge semiconductors are central to the initiative, with applications across defence, AI, automotive systems and high-performance computing.
The European Commission is preparing a Chips Act 2.0 aimed at strengthening Europe’s semiconductor resilience, reducing strategic dependencies, and supporti
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET
2026-05-28
www.cnbc.com
2026-05-28
CNBC
__fail__
2026-05-28
www.stocktitan.net
2026-05-28
Stock Titan
__fail__