Semiconductor News & Analysis Feed
303 articles
2026-07-12
news.google.com
2026-07-12
The Globe and Mail
2026-07-12
news.google.com
2026-07-12
Yahoo Finance
2026-07-12
news.google.com
2026-07-12
The Motley Fool
2026-07-11
www.foreignpolicyjournal.com
2026-07-11
foreignpolicyjournal.com
2026-07-11
www.cnbc.com
2026-07-11
CNBC
2026-07-10
eetimes.com
2026-07-10
Alan Patterson
Apple’s $30B Broadcom bet drags AI data centers and U.S. chipmaking into its orbit… and may hand Intel a lifeline.
2026-07-10
digitimes.com
2026-07-10
Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing Broadcom's position as a critical Apple chip supplier.
2026-07-09
247wallst.com
2026-07-09
24/7 Wall St.
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce.
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The move stems from broad sector catalysts. Traders are responding to blo
2026-07-09
www.citybiz.co
2026-07-09
citybiz
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Apple’s Broadcom Deal Extends Push Toward U.S. Semiconductor Ecosystem
JULY 9, 2026
Apple will invest more than $30 billion through a new multiyear agreement with Broadcom to expand U.S. semiconductor manufacturing, supporting produ
2026-07-09
www.investors.com
2026-07-09
Investor's Business Daily
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2026-07-09
www.benzinga.com
2026-07-09
Benzinga
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2026-07-09
digitimes.com
2026-07-09
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
2026-07-09
digitimes.com
2026-07-09
Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
The Latest Selloff Is the Perfect Buying Opportunity for Nvidia and Broadcom
Keithen Drury, The Motley Fool
Wed, July 8, 2026 at 3:19 PM PDT 4 min read
NVDA
+4.06%
AVGO
+1.32%
Explore stocks on Coinbase
Trading disclosure
The last few weeks haven't been kind to Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) shareholders. Both stocks have slumped from their recent highs, with Nvidia down around
2026-07-09
www.fool.com
2026-07-09
The Motley Fool
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2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
Broadcom stock jumps on Apple AI chip deal, while Nvidia's relative stock price drops
Yahoo Finance Video
Wed, July 8, 2026 at 1:04 PM PDT
NVDA
+4.06%
AVGO
+1.32%
CL=F
+0.92%
AAPL
-0.77%
Explore stocks on Coinbase
Trading disclosure
Yahoo Finance's Josh Lipton takes a closer look at some of Wednesday's trending tickers and stories, including Nvidia's (NVDA) relative stock price; Broadcom's (AVGO)
2026-07-09
kalkinemedia.com
2026-07-09
Kalkine Media
Broadcom (NASDAQ:AVGO) AI Deals Reshape Global Chip Market Today
NASDAQ COMPOSITE
AVGO
5 min read | July 08, 2026 12:20 PM PDT | By Anmol Khazanchi
Google News:
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2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk:
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“Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits for the entire index. Nvidia, Micron, Broadcom combined, they’re just a little under half of all the profit contributions to the NASDAQ index itself.”
That structural fact is why Broadcom (
2026-07-08
www.benzinga.com
2026-07-08
Benzinga
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2026-07-08
247wallst.com
2026-07-08
24/7 Wall St.
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027.
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Tan did not push back. H