Semiconductor News & Analysis Feed
4468 articles
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a chip stock and how much any one name can move the fund. I
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
David Beren
Wed, June 10, 2026 at 12:31 PM PDT 4 min read
NVDA
-3.73%
SMH
-3.40%
2330.TW
-2.17%
AMAT
-0.44%
LRCX
-1.64%
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SOXX outpaced SMH by 23 percentage points in 2026, but SMH's 10-year return of 2,148% dwarfs SOXX's 1,833%.
SMH concentrates in mega-cap design leaders like N
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape.
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The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness extends well bey
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials
Simply Wall St
Wed, June 10, 2026 at 11:11 AM PDT 5 min read
INTC
-0.82%
GOOG
-2.48%
NVDA
-3.73%
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Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Google has selected Intel to manufacture mo
2026-06-11
www.indexbox.io
2026-06-11
IndexBox
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2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
2026-06-11
eetimes.com
2026-06-11
“We are definitely not an EDA company,” Ricursive co-founders told EE Times.
2026-06-11
www.msn.com
2026-06-11
MSN
Semiconductor equipment stocks marched higher on Wednesday amid continued strong demand for new chip gear amid the artificial intelligence boom. Applied MaterialsAMAT and other chip gear stocks are trading at record highs.
Cantor Fitzgerald analyst C.J. Muse on Wednesday raised his price targets on four semiconductor equipment stocks: Applied Materials, ASMLASML, KLAKLAC and Lam ResearchLRCX. He
2026-06-11
tomshardware.com
2026-06-11
Hassam Nasir
The physical die and package size have shrunk compared to current-gen offerings.
2026-06-11
news.google.com
2026-06-11
EE Times
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders.
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No single catalyst fully explains the slide. Three overlap
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens
David Moadel
Wed, June 10, 2026 at 8:49 AM PDT 4 min read
AMD
-4.39%
AVGO
-4.84%
NVDA
-2.55%
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Broadcom and AMD each fell 4% while NVIDIA slid 3%, as AI guidance disappointment, Fed fears, and looming mega IPOs deepened the chip rout.
Broadcom's Q3 AI revenue outlook of $
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has published its proposals for the follow up to its CHIPS Act to address some key gaps. The first Act was criticised for its lack of impact assessments and clearly defined targets.
The new Act introduces ‘grand challenges’ and expands the range of pilot lines as well as pushing for a leading edge fab to produce AI chips in the region.
Despite the increased focus on semic
2026-06-10
ca.investing.com
2026-06-10
Investing.com Canada
ca.investing.com
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2026-06-10
www.aol.com
2026-06-10
AOL.com
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
GEOFFREY SEILER, THE MOTLEY FOOL
Wed, June 10, 2026 at 10:37 PM GMT+8
0
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stock
2026-06-10
www.theglobeandmail.com
2026-06-10
The Globe and Mail
Key Points
Nvidia is the leading provide of chips for AI model training, and it's well positioned for inference and agentic AI.
AMD has a huge opportunity with its data center chips.
Broadcom is a leader in custom chips and optical components.
10 stocks we like better than Nvidia ›
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go strai
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
3 Semiconductor Stocks to Buy Following the Recent Chip Sector Sell-Off
Geoffrey Seiler, The Motley Fool
Wed, June 10, 2026 at 7:37 AM PDT 5 min read
NVDA
-3.73%
AVGO
-5.12%
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Trading disclosure
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caug
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caught up in a sell-off triggered by the lackluster guidance that Broadcom (
AVGO
5.00%
) delivered with its quarterly report on June 3, and many top names tumbled sharply.
Dips like these aren't unusual, and they can be gre