Semiconductor News & Analysis Feed
377 articles
2026-06-04
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2026-06-04
CNBC
2026-06-04
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2026-06-04
CNBC
Technology stocks fell in premarket trading Thursday, with chipmakers Broadcom
, Micron Technology
and Marvell Technology
leading the losses as investors fled the semiconductor space.
Broadcom shares were down 14.6% ahead of the market open after the company, which designs and makes customized AI chips for other technology names, reported weaker-than-expected earnings on Wednesday.
The fall wa
2026-06-04
www.cnbc.com
2026-06-04
CNBC
Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia
and others, are made in China.
Circuit boards present all sorts of opportunities for adversaries to sneak through malici
2026-06-04
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2026-06-04
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-03
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2026-06-03
CNBC
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2026-06-03
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2026-06-03
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-03
www.cnbc.com
2026-06-03
CNBC
Hello, this is Dylan Butts writing to you from Singapore. Welcome to the new edition of the Daily Open newsletter.
AI momentum is continuing to carry Wall Street to fresh milestones as investors turn their attention to Day 2 of a major technology conference in Taipei.
But geopolitical and trade undercurrents refuse to fade quietly into the background, with more conflicting messages coming from
2026-06-02
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2026-06-02
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-02
www.cnbc.com
2026-06-02
CNBC
As important as Nvidia
has become to the tech industry, its entire run-up in recent years has been tied to the data center. Now the chipmaker is going after the PC market, and Wall Street is recognizing the threat it poses.
During a keynote address at Taiwan's Computex conference on Monday, Nvidia CEO Jensen Huang said his company, along with Microsoft
, is going to "reinvent the PC." Nvidia's p
2026-06-02
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2026-06-02
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2026-06-02
www.cnbc.com
2026-06-02
CNBC
Nvidia's
CEO Jensen Huang hailed Marvell Technology
as the next trillion-dollar firm, sending its shares up 32.52% on Tuesday.
The stock move is Marvell's biggest one-day gain ever, narrowly topping its previous best set in May 2023.
The semiconductor firm, which designs chips for data centers, soared after Huang touted the company's efforts in supplying the AI infrastructure build-out during
2026-06-02
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2026-06-02
CNBC
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2026-06-02
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2026-06-02
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2026-06-02
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2026-06-02
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Hi, this is Evelyn, writing to you from Beijing. Welcome to the latest edition of The China Connection — a succinct snapshot of what I'm seeing and hearing from local businesses.
China's tech self-sufficiency push is rapidly becoming a reality as companies focus on business questions that run deeper than geopolitics. What does that mean for Nvidia?
Robovan startup Zelostech plans to use multiple
2026-06-02
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2026-06-02
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-01
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2026-06-01
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-01
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2026-06-01
CNBC
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2026-06-01
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2026-06-01
CNBC
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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
2026-06-01
www.cnbc.com
2026-06-01
CNBC
Seemingly every company is obsessed with artificial intelligence these days, whether it's how the technology is transforming their industry or the effects it's having on employees and customers.
But the degree to which companies are utilizing AI tools internally and adapting to a rapidly changing reality varies dramatically. A new study from AI-Driven Enterprise Institute (AIDE) breaks down how w
2026-06-01
www.cnbc.com
2026-06-01
CNBC
Software stocks spiked ahead of Monday's opening bell after Nvidia
CEO Jensen Huang unveiled plans for a new chip that will power personal computers.
Investors are piling into a range of computer-related names on the first trading day of June, with ServiceNow
leading the premarket rise after soaring 14.4% ahead of the opening bell. IBM
surged 12.7% and Hewlett Packard
rose 12.6%. ARM
is up 1