Semiconductor News & Analysis Feed
91 articles
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology (
MRVL
10.50%
). The stock surged on the news yesterday but had fallen by more than 7% as of 11:13 a.m. ET today.
Being added to the S&P 500 is a big deal because it is one of, if not the most followed, indexes and market benchmar
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.thelec.net
2026-06-08
thelec.net
Intellivix CEO Choi Eun-su (far right) introduces the consortium's "On-Device AI Demonstration Project for Early Wildfire Detection and Autonomous Safety Monitoring Using Domestic AI Semiconductors," developed with Mobilint, to Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon at the K-AI Semiconductor Growth Forum held at Lotte Hotel Seoul on June 4. (Photo: Intellivix)
South
2026-06-04
news.google.com
2026-06-04
Barchart.com
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
stockstory.org
2026-06-04
StockStory
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2026-06-04
www.chosun.com
2026-06-04
조선일보
By Soonchan Park
Published 2026.06.04. 08:55
Updated 2026.06.04. 11:12
Chey Tae-won, left, SK Group chairman and Che-Chia Wei, C.C. Wei, TSMC chairman meet and shake hands on the 3rd in Taiwan. /SK Hynix
SK Group Chairman Chey Tae-won met with Che-Chia Wei (C.C. Wei), TSMC Chairman, in Taiwan on the 3rd, local time. This follows his meeting with NVIDIA CEO Jensen Huang, reinforcing the ‘AI semi
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.benzinga.com
2026-06-04
Benzinga
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2026-06-04
sg.finance.yahoo.com
2026-06-04
Yahoo Finance Singapore
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.zacks.com
2026-06-04
Zacks Investment Research
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2026-06-01
en.sedaily.com
2026-06-01
Seoul Economic Daily
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2026-05-29
www.fool.com
2026-05-29
The Motley Fool
On Tuesday, May 26, Micron Technology (
MU
+4.66%
) surpassed $1 trillion in market capitalization for the very first time, capping off an explosive 830% gain in its stock over the last 12 months. It's officially the third American semiconductor company to join the exclusive trillion-dollar club, behind Nvidia and Broadcom.
Micron is one of the world's top suppliers of high-bandwidth memory (HBM)
2026-05-29
www.prnewswire.com
2026-05-29
PR Newswire
SEMIFIVE Showcases Advanced 3D-IC and Big Die Solutions for AI Semiconductor Innovation at SAFE™ Forum 2026
NEWS PROVIDED BY
SEMIFIVE
May 28, 2026, 18:03 ET
SHARE THIS ARTICLE
SAN JOSE, Calif., May 28, 2026 /PRNewswire/ -- SEMIFIVE, a leading global provider of custom AI semiconductor (ASIC) solutions, today announced its participation in the Samsung Advanced Foundry Ecosystem (SAFE™) Fo
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
sg.finance.yahoo.com
2026-05-28
Yahoo Finance Singapore
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2026-05-28
digitimes.com
2026-05-28
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNewsreported, citing industry sources.