Semiconductor News & Analysis Feed
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2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
AI PC Momentum: Social media chatter has intensified around NVIDIA's latest AI-powered PC chip unveiled at Computex, with observers noting its potential to extend the company's AI leadership from data centers into consumer devices. The announcement has sparked debates on whether this new total addressable market will sustain recent gains amid broader tech sector rotation. Analysts on the platform
2026-06-03
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2026-06-03
The Motley Fool
The VanEck Semiconductor ETF (
SMH
+0.10%
) surged 18.2% in May according to data from S&P Global Market Intelligence. It's a remarkable move for an ETF, given that ETFs' usual role is to trade off outperformance for the security of being tied to sectorwide movement. However, in this case it was sectorwide movement that produced the exceptional results.
Why the semiconductor market flew higher in
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2026-06-03
TheStreet Pro
HOME>TRADE-IDEAS
TRADE-IDEAS
Marvell Set for Gains After Nvidia CEO’s ‘Trillion Dollar’ Projection
Nvidia CEO Huang believes Marvell Technology is a $1 trillion stock.
Ed Ponsi·Jun 3, 2026, 9:55 AM EDT
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2026-06-03
GlobeNewswire
TORRANCE, Calif., June 03, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, was honored to participate in NVIDIA's Partner Ceremony held on May 29th, 2026, at the Taipei Nangang Exhibition Center. The event brought together key ecosystem partners supporting th