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Semiconductor News & Analysis Feed

22 articles
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EUV183 3nm163 AI61 GPU47 HBM45 AI chips43 LogicFolding32 CPU27 DRAM26 memory chips26 1.4nm24 Tau Scaling Law23 GaN19 semiconductor19 SiC18
2026-05-26
The Semiconductor Rally Is Going Strong, but History Suggests the Cycle Still Matters - 24/7 Wall St.
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247wallst.com 2026-05-26 24/7 Wall St.
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2026-05-26
AI Chip Stocks Jump as Qualcomm Explodes Higher, AMD Leads Semiconductor Rally - TradingView
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www.tradingview.com 2026-05-26 TradingView
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2026-05-22
Hedge funds cash in on semiconductor rally as AI trade gathers pace - LinkedIn
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www.linkedin.com 2026-05-22 LinkedIn
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2026-05-22
Hedge Funds Lock In Gains Following Powerful Semiconductor Rally - Yahoo Finance UK
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uk.finance.yahoo.com 2026-05-22 Yahoo Finance UK
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2026-05-18
ETFs Concentrate on Samsung, SK Hynix as Semiconductor Rally Persists - 조선일보
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www.chosun.com 2026-05-18 조선일보
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2026-05-18
Wall Street Strategists Warn of Speculative Excess in AI Semiconductor Rally - The Wealth Advisor
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www.thewealthadvisor.com 2026-05-18 The Wealth Advisor
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2026-05-15
Qualcomm stock gets harsh reality check after semiconductor rally - thestreet.com
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www.thestreet.com 2026-05-15 thestreet.com
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2026-05-14
TSMC jumps 4.4% as AI-chip demand narrative and a broader semiconductor rally lift the group - Quiver Quantitative
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www.quiverquant.com 2026-05-14 Quiver Quantitative
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2026-05-13
Parabolic Semiconductor Rally Is Pricing In 2028 Already - Real Investment Advice - Commentaries - Advisor Perspectives
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www.advisorperspectives.com 2026-05-13 Advisor Perspectives
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2026-05-13
Nasdaq 100 (NDX) Faces Pullback Risk As Semiconductor Rally Shows Signs Of Exhaustion - Seeking Alpha
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seekingalpha.com 2026-05-13 Seeking Alpha
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2026-05-13
Chart alert: Nasdaq 100 faces pullback risk as semiconductor rally shows signs of exhaustion - marketpulse.com
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www.marketpulse.com 2026-05-13 marketpulse.com
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2026-05-12
China's ChiNext Index Surges to 11-Year High on Semiconductor Rally and Policy Support - IndexBox
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www.indexbox.io 2026-05-12 IndexBox
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2026-05-11
Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase - 24/7 Wall St.
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247wallst.com 2026-05-11 24/7 Wall St.
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2026-05-11
What Analog Devices (ADI)'s AI-Fueled Semiconductor Rally and Analyst Upgrades Means For Shareholders - simplywall.st
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simplywall.st 2026-05-11 simplywall.st
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2026-05-11
Parabolic Semiconductor Rally Is Pricing In 2028 Already - Real Investment Advice
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realinvestmentadvice.com 2026-05-11 Real Investment Advice
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2026-05-10
WSJ Says Semiconductor Rally Is Earnings-Driven, Unlike Dot-Com Bubble - bloomingbit
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en.bloomingbit.io 2026-05-10 bloomingbit
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2026-05-08
Here’s just how much Nvidia has been left behind in the extreme semiconductor rally - MarketWatch
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www.marketwatch.com 2026-05-08 MarketWatch
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2026-05-07
5 Signs the Semiconductor Rally Is Getting Silly - Barron's
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www.barrons.com 2026-05-07 Barron's
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2026-05-06
The Semiconductor Rally Lifted April ETF Flows to $167 Billion - Morningstar
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www.morningstar.com 2026-05-06 Morningstar
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2026-05-06
Best Stocks for May: CVX & MU Lead Energy & AI Semiconductor Rally - Zacks Investment Research
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www.zacks.com 2026-05-06 Zacks Investment Research
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