Semiconductor News & Analysis Feed
23 articles
2026-06-15
www.businesskorea.co.kr
2026-06-15
Businesskorea
AI Demand Drives Memory Chips To More Than 80% Growth
Samsung Electronics and SK hynix. (Photo courtesy of techovedas.com)
The global semiconductor market is experiencing an unprecedented boom, driven by the explosive growth of the artificial intelligence (AI) industry. In particular, the memory semiconductor sector is leading overall market growth, raising expectations for improved earnings amon
2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-11
www.thefastmode.com
2026-06-11
The Fast Mode
Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia.
Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25.
Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27%
2026-06-10
www.communicationstoday.co.in
2026-06-10
Communications Today
www.communicationstoday.co.in
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2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
www.msn.com
2026-06-09
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
www.devdiscourse.com
2026-06-08
Devdiscourse
South Korean President Advocates Strategic Investment Amid Semiconductor Revenue Surge
President Lee Jae Myung of South Korea proposes channeling excess tax revenue from the semiconductor boom into long-term investments. He remains cautious about profit-sharing with workers. Lee emphasizes sustainable growth and international discussion on corporate profit policies.
Devdiscourse News Desk | Update
2026-06-04
news.google.com
2026-06-04
Barchart.com
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
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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
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2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-03
www.electronicsforyou.biz
2026-06-03
Electronics For You BUSINESS
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2026-05-23
finance.yahoo.com
2026-05-23
Yahoo Finance
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2026-05-23
www.zacks.com
2026-05-23
Zacks Investment Research
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