Semiconductor News & Analysis Feed
22 articles
2026-07-05
news.google.com
2026-07-05
Bloomberg.com
2026-06-27
www.taipeitimes.com
2026-06-27
Taipei Times
Samsung Electronics Co and SK Hynix Inc are preparing to announce hundreds of billions of dollars worth in new investments on Monday, according to South Korean media reports this week.
Samsung Group is set to unveil a 1,000 trillion won (US$646 billion) spending package over the next decade, Maeil Business Newspaper reported yesterday, in what would be the largest such plans in the country’s hist
2026-06-26
www.moomoo.com
2026-06-26
Moomoo
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2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Wall Street ends lower on semiconductor selloff as AI spending concerns mount
By Abigail Summerville, Twesha Dikshit and Joel Jose
Tue, June 23, 2026 at 1:38 PM PDT 3 min read
^GSPC
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^IXIC
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NVDA
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GOOGL
-0.98%
INTC
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By Abigail Summerville, Twesha Dikshit and Joel Jose
June 23 (Reuters) - The Nasdaq and the S&P 500 closed at mor
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-22
www.theglobeandmail.com
2026-06-22
The Globe and Mail
Artificial intelligence is reshaping semiconductor manufacturing, and KLA CorporationKLAC appears to be one of the biggest beneficiaries. While AI demand is boosting chipmakers' investments in advanced logic and high-bandwidth memory (HBM), it is also increasing the need for sophisticated process control solutions that improve yield, reliability and manufacturing efficiency.
KLA's third-quarter f
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) has once again become the market’s most closely watched reference point for an enduring question: when does a genuine technology boom become dangerously expensive?
TS Lombard analysts drew a direct comparison between Nvidia’s current rise and Cisco Systems (NASDAQ: CSCO) during the dot-com era, as investors continue debating whether the AI buildout can support expectations p
2026-06-03
www.fool.com
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
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-28
www.tradingview.com
2026-05-28
TradingView
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2026-05-28
www.zacks.com
2026-05-28
Zacks Investment Research
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
SK Hynix stock rally attracts retail investors amid AI spending surge
South Korean retail traders have poured nearly $13.2 billion into SK Hynix as the memory chipmaker's market cap crosses $1 trillio
2026-05-27
www.foreignpolicyjournal.com
2026-05-27
foreignpolicyjournal.com
Nvidia (NASDAQ: NVDA) shares have risen just shy of 30% in 2025, but the stock has pulled back in recent weeks amid concerns over a potential artificial intelligence bubble.
Some analysts view this weakness as a buying opportunity, as the AI buildout still appears to be moving at full speed despite broader market hesitation.
Thousands rally in Madrid demanding Spanish PM Pedro Sánchez resign
Su
2026-05-27
seekingalpha.com
2026-05-27
Seeking Alpha
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2026-05-26
www.msn.com
2026-05-26
MSN
Even though many semiconductor stocks are up sharply in 2026, Bank of America believes there is much more to come, as high artificial intelligence spending is likely here to stay.
“We retain high conviction in continued AI infra strength, driven by: (1) 3–5x YoY sales growth at frontier labs, (2) improving AI monetization, exponential token growth (7x YoY at Google), and continued disruption fear
2026-05-26
seekingalpha.com
2026-05-26
Seeking Alpha
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2026-05-22
www.datacenterknowledge.com
2026-05-22
Data Center Knowledge
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2026-05-21
www.inc.com
2026-05-21
inc.com
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