Semiconductor News & Analysis Feed

427 articles
2026-06-16
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Head back, or move along to the homepage to find a new way forward. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC fillings and other documents provided by Quartr. © 2026 Tradi
2026-06-16
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News / Zacks / Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst? Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst? 3 min read LRCX −5.03% Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful cata
2026-06-16
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News / Zacks / Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market 5 min read AMD −7.30% INTC −8.45% NVDA −2.37% The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agenti
2026-06-16
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News / GuruFocus / Nvidia Raises $25B in Bond Sale Nvidia Raises $25B in Bond Sale Less than 1 min read NVDA −2.37% Nvidia (NVDA, Financials) raised $25 billion in a U.S. bond sale, returning to the debt market for the first time in five years. The offering was larger than initially expected. Nvidia had been looking to raise about $20 billion, but strong demand pushed the final size to $25 billi
2026-06-16
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2026-06-16
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Head back, or move along to the homepage to find a new way forward. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC fillings and other documents provided by Quartr. © 2026 Tradi
2026-06-16
www.tradingview.com 2026-06-16 TradingView
Head back, or move along to the homepage to find a new way forward. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC fillings and other documents provided by Quartr. © 2026 Tradi
2026-06-16
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2026-06-16
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2026-06-16
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News / GuruFocus / Nvidia Taps Bond Market for the First Time in Five Years Nvidia Taps Bond Market for the First Time in Five Years Less than 1 min read NVDA +3.18% GS +1.75% JPM −0.08% MS +2.33% Nvidia NVDA is preparing to sell investment-grade bonds for the first time since June 2021, targeting at least $20 billion across seven maturities from two to 30 years. The longest bonds are being mar
2026-06-16
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News / GuruFocus / Google's Samsung Talks Highlight TSMC Capacity Crunch Google's Samsung Talks Highlight TSMC Capacity Crunch Less than 1 min read GOOG +2.61% Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become. Google is reportedly in talks with Samsung to make
2026-06-16
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News / Stock Story / NXP Semiconductors and Texas Instruments Stocks Trade Up, What You Need To Know NXP Semiconductors and Texas Instruments Stocks Trade Up, What You Need To Know 2 min read NXPI −4.11% TXN −2.44% What Happened? A number of stocks jumped in the afternoon session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz, s
2026-06-15
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News / Zacks / onsemi Trades at a Discount: Buy, Hold or Sell the Stock? onsemi Trades at a Discount: Buy, Hold or Sell the Stock? 6 min read ON +6.89% onsemi ON has quietly become one of the semiconductor sector’s strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry’s 65% gain and the S&P 500’s 8.6
2026-06-15
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2026-06-15
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News / Invezz / Nvidia stock jumps after $20B bond offering report as AI chip stocks rally Nvidia stock jumps after $20B bond offering report as AI chip stocks rally 2 min read NVDA +3.48% Nvidia NVDA shares climbed more than 2% on Monday after a Reuters report said the artificial intelligence chip leader is preparing to raise $20 billion through a US bond offering, marking its return to the inve
2026-06-15
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News / GuruFocus / Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement Less than 1 min read MU +9.66% NVDA +2.92% AMD +7.86% INTC +3.10% AI chip stocks climbed on Monday after a preliminary U.S.-Iran peace deal lifted market sentiment and eased worries about a wider energy shock. Mic
2026-06-15
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News / GuruFocus / Nvidia Hires Washington Veteran for Policy Push Nvidia Hires Washington Veteran for Policy Push Less than 1 min read NVDA +2.22% INTC +2.58% Nvidia NVDA has tapped a veteran Washington insider to lead its government affairs operation, a move that comes as the AI giant faces growing scrutiny over trade policy, export controls and the future of U.S. technology leadership. The
2026-06-15
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News / Zacks / Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy? Amkor vs. Micron: Which AI Semiconductor Stock is the Better Buy? 4 min read MU +8.29% AMKR +1.72% Amkor Technology AMKR and Micron Technology MU are emerging as key beneficiaries of the accelerating AI infrastructure buildout. As AI workloads become increasingly compute-intensive, demand is rising not only for advan
2026-06-15
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News / GuruFocus / TSMC and SoftBank Shares Jump as U.S.-Iran Peace Deal Ignites Tech Rally TSMC and SoftBank Shares Jump as U.S.-Iran Peace Deal Ignites Tech Rally Less than 1 min read 9984 +10.31% 2330 +2.81% SoftBank Group (SFTBY) and Taiwan Semiconductor Manufacturing Co (TSMC) led gains in Asian technology shares on Monday after investors welcomed news of a peace deal between the U.S. and Ir
2026-06-15
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News / EQS / Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI 4 min read Trust3 AI/ Key word(s): Agreement/Product Launch Trust3 AI Joins NVIDIA Inception Program to Accelerate Adoption of Data and AI 15.06.2026 / 12:05 CET/CEST The issuer is solely responsible for the content of this a