Semiconductor News & Analysis Feed
2438 articles
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
On Monday, Amazon (
AMZN
0.26%
) handed an old-line glassmaker one of its biggest endorsements yet in the AI build-out. The cloud and e-commerce giant announced a multiyear, multibillion-dollar agreement to buy the optical fiber and connectivity that will wire its expanding U.S. data centers from Corning (
GLW
+5.61%
) -- a deal expected to create 1,000 manufacturing jobs at the company's North Ca
2026-06-09
www.asiae.co.kr
2026-06-09
아시아경제
__fail__
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Friday was brutal for chip stocks. The iShares Semiconductor ETF (
SOXX
+5.87%
), a broad gauge of the group, sank about 10% to around $540 -- one of its worst single sessions in years -- as investors fled the corner of the market that has powered much of the artificial intelligence (AI) trade. The tech-heavy Nasdaq Composite fell more than 4% -- its worst day since April 2025, and the selling rea
2026-06-09
www.thestreet.com
2026-06-09
thestreet.com
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) has been the top player in the artificial intelligence (AI) chip market over the years, thanks to its expertise in designing graphics processing units (GPUs).
These chips are ideal for processing huge amounts of data quickly. The massive parallel processing power of GPUs enables them to perform thousands of tasks simultaneously. As a result, GPUs have been widely used in ga
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this bull market. And chip designers, key players in the AI story, have been among the biggest winners. These companies, such as Nvidia (
NVDA
+1.70%
), Broadcom (
AVGO
+2.81%
), and Advanced Micro Devices, power tasks that are crucial for the development of AI and have been among the first to generate significant revenue
2026-06-09
www.thelec.net
2026-06-09
thelec.net
Samsung Electronics DS Division Head and Vice Chairman Jun Young-hyun holds a press briefing at the Shilla Hotel banquet hall in Seoul's Jangchung-dong district on June 8. (Photo: THE ELEC)
Samsung Electronics expressed confidence in its long-term partnership with Nvidia despite the chip designer's increasingly close relationship with SK hynix.
Jun Young-hyun, vice chairman and head of Samsung E
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
S&P 500 (
^GSPC
+0.30%
) rose 0.30% to 7,405.73 and the Nasdaq Composite (
^IXIC
+0.86%
) climbed 0.86% to 25,929.66 as tech stocks began to recover from Friday’s rout. The Dow Jones Industrial Average (
^DJI
0.16%
) slipped 0.16% to 50,786.01 as cyclicals lagged.
Market movers
Marvell Technology jumped 10% following news of its upcoming S&P 500 inclusion, while artificial intelligence (AI) chip
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Nvidia (
NVDA
+1.70%
) dominates many headlines about the booming artificial intelligence (AI) market. As the world's largest producer of data center GPUs for training AI algorithms, it's still selling the best picks and shovels for the AI gold rush.
Yet over the past 12 months, an oft-overlooked optical networking stock outperformed Nvidia by a wide margin. That stock was Coherent (
COHR
+6.15%
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
The artificial intelligence (AI) build-out has made semiconductors one of the market's hottest sectors. The two biggest ETFs in this category -- the VanEck Semiconductor ETF (
SMH
+5.47%
) and the iShares Semiconductor ETF (
SOXX
+6.62%
) -- are both up more than 100% over the past year and have 10-year average annual returns of well over 30%.
While there is a 71% overlap across the funds' portfo
2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 5.04%. The Software & IT Services sector is down by 0.02%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 1.28%; Alphabet Inc Class A (GOOGL) down 1.04%; Meta Platforms Inc (META) down 1.02%.
Cadence Design Systems (CDNS) experienced significant positive movement, primarily driven by recent st
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron (
MU
+10.15%
) is riding massive AI memory demand, but its Virginia expansion adds a new layer to the story. The company could benefit from high-bandwidth memory growth and long-lifecycle chip demand, yet investors still have to weigh valuation, execution risk, and the danger of overbuilding into a cyclical market.
*Stock prices used were the market prices of June 2, 2026. The video was pu
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron Technology (
MU
+10.70%
) has been one of the breakout successes in an otherwise volatile year for artificial intelligence (AI) stocks.
The semiconductor company -- which makes high-bandwidth memory (HBM) chips and solid-state drives for AI accelerators, data centers, computers, automotive systems, and smartphones, among others -- has been on a rocket ride.
The stock soared to $1,079 per
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
The Direxion Daily Semiconductor Bull 3X ETF (
SOXL
+18.21%
) is an ETF that uses leverage to seek to generate 300% of the performance of the NYSE Semiconductor Index. As such, when the semiconductor index does well, you can expect an inordinate return from this ETF, and today's near 21% jump by 12 pm comes on a big day for the sector.
Why semiconductor stocks surged today
The move is a combinat