Semiconductor News & Analysis Feed
518 articles
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
news.google.com
2026-06-05
Gotrade
2026-06-05
www.cnbc.com
2026-06-05
CNBC
Asian tech shares on Friday tracked losses in U.S. chip stocks after a downbeat earnings report from Broadcom
sparked a rotation out of artificial intelligence-linked names into more defensive sectors.
The weakness was pronounced in South Korea's chip-heavy market. Samsung Electronics fell nearly 7%, while SK Hynix dropped more than 8%. Other tech-related names also came under pressure, with Sam
2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-04
news.google.com
2026-06-04
MarketBeat
2026-06-04
www.heygotrade.com
2026-06-04
Gotrade
AI Investment Theme: Nvidia, Japan, and Long-Term Picks
Rendy Andriyanto
Gotrade Team
Jun 4, 2026
Reviewed by Gotrade Internal Analyst
Gotrade News - The AI investment theme heats up as Nvidia moves to reinvent the PC with its RTX Spark superchip. Nvidia's data center revenue hit $75.2 billion last quarter.
The shift toward on-device agentic AI opens fresh opportunities across the chip and cloud
2026-06-04
247wallst.com
2026-06-04
24/7 Wall St.
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2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-03
letsdatascience.com
2026-06-03
Let's Data Science
INFRASTRUCTURE
amkor
advanced packaging
osat
chips act
Amkor Technology Trades Cheap Despite AI Packaging Importance
1 sources
|
June 3, 2026
6.9
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
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Seeking Alpha reports that Amkor Technology (AMKR) trades at about 2.35x forward revenue and, in the article's thesis, is growing at 27.5% year-over-year, positioning
2026-06-03
www.heygotrade.com
2026-06-03
Gotrade
Marvell After the Nvidia $2B Stake: Re-Rating or Already Priced In?
Erwanto Khusuma
Gotrade Team
Jun 3, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Nvidia's $2B stake ties Marvell into its dominant AI platform.
NVLink Fusion validates Marvell's custom XPU roadmap and pipeline.
Re-rate or priced in depends on horizon and custom-silicon conviction.
Table of Contents
The Strategic Logic B
2026-06-03
www.heygotrade.com
2026-06-03
Gotrade
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
news.google.com
2026-06-02
TradingView
2026-06-02
www.heygotrade.com
2026-06-02
Gotrade
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2026-06-02
seekingalpha.com
2026-06-02
Seeking Alpha
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2026-06-01
www.investopedia.com
2026-06-01
Investopedia
Here's What Nvidia CEO Jensen Huang Said That's Causing Big Moves in The AI Trade Today
By AARON MCDADE Published June 01, 2026 09:49 AM EDT
Nvidia CEO Jensen Huang unveiled an AI chip designed for PCs at a conference in Taiwan.
I-Hwa Cheng / AFP / Getty Images
KEY TAKEAWAYS
Shares of Nvidia and its partners climbed, while rivals' stocks sank Monday after CEO Jensen Huang made a number of announ
2026-06-01
www.businessinsider.com
2026-06-01
Business Insider
Nvidia CEO Jensen Huang was at the center of investors' attention on Monday as markets looked for clues about the next phase of the AI boom.
But while Huang commanded the spotlight at a major trade show in Taiwan, investors were piling into South Korean tech stocks.
As Huang spoke, shares of LG Electronics surged 30% for a second straight session, taking their gains this year to more than 300%.
2026-06-01
www.heygotrade.com
2026-06-01
Gotrade
US Tightens Nvidia AI Chip Curbs as Huang Headlines COMPUTEX
Rendy Andriyanto
Gotrade Team
Jun 1, 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Washington Closes The Malaysia Loophole
Huang Headlines A Crowded COMPUTEX Stage
AMD Pushes 2nm Production With Venice EPYC
Sources
Gotrade News - The U.S. Commerce Department tightened export controls on Sunday to halt Nvidia
2026-05-31
seekingalpha.com
2026-05-31
Seeking Alpha
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2026-05-30
www.investors.com
2026-05-30
Investor's Business Daily
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