Semiconductor News & Analysis Feed
47 articles
2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
Semiconductor Stocks Selloff 2026: Dip or Rotation?
Erwanto Khusuma
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
The SOX fell about 10.3% on June 5, 2026, erasing over $1 trillion in value.
Broadcom's weak AI guide, a memory glut, and rising yields drove the slide.
Evidence leans toward rotation, not the end of the AI trade.
Table of Contents
What Triggered the June
2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
Qualcomm vs Arm Holdings Stock: Mobile and Edge-AI Bets
Erwanto Khusuma
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Qualcomm sells chips cheaply but faces a steep Apple modem decline.
Arm licenses chip designs and earns scalable royalties at a premium valuation.
Edge AI is the shared growth driver lifting both business models.
Table of Contents
Qualcomm's Chip Busin
2026-06-08
www.heygotrade.com
2026-06-08
Gotrade
AI Stocks Tumble as Broadcom, Nvidia Crash
Rendy Andriyanto
Gotrade Team
Jun 8, 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Pressure Spreads to Asia
Sources
Gotrade News - AI stocks crashed after a hotter-than-expected US jobs report triggered a broad market selloff. The S&P 500 fell 2.6%, the NASDAQ dropped 4.2%, and the Dow Jones slipped 1.3% in the session.
The d
2026-06-05
news.google.com
2026-06-05
Gotrade
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
2026-06-03
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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2026-06-02
www.heygotrade.com
2026-06-02
Gotrade
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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
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
AI Semiconductor Rally: AMD, Marvell, Arista, Nvidia Lead
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
AI Trade Broadens Beyond Nvidia
Arista And AI Networking Infrastructure
Sources
Gotrade News - The AI semiconductor rally is broadening, with AMD, Marvell, Arista, and Nvidia drawing investor attention. The VanEck Semiconductor ET
2026-05-29
www.heygotrade.com
2026-05-29
Gotrade
Micron, Sandisk Get Mizuho Target Hikes on AI Memory Boom
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Hyperscaler Demand Reshapes The Memory Cycle
Sandisk Targets AI Inference With High-Bandwidth Flash
Sources
Gotrade News - Mizuho lifted price targets on Micron Technology (MU) and Sandisk (SNDK) on agentic AI tailwinds. Memory an
2026-05-28
www.heygotrade.com
2026-05-28
Gotrade
Synopsys Lifts Outlook, Cerebras Surges, JSR Sale Brews
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Pricing Power in AI Chip Design
Cerebras Rally and JSR Bidding Interest
Sources
Gotrade News - Synopsys raised its fiscal 2026 revenue outlook on May 27 as artificial intelligence customers pay premium prices for chip design softwar
2026-05-28
www.heygotrade.com
2026-05-28
Gotrade
Nvidia, ON Semi Lead AI Chip Rally to New Highs
Rendy Andriyanto
Gotrade Team
28 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Nvidia Sets New Benchmark for AI Demand
ON Semiconductor Bets on EV and Data Center Silicon
Sources
Gotrade News - Semiconductor stocks pushed to fresh highs after Nvidia delivered record fiscal Q1 2027 revenue of $81.6 billion. ON Semicond
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
AI Chip Rally Broadens: Nvidia, ASICs, ARM, Astera Surge
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
ASIC Demand Catches Up To GPUs
ARM And Astera Labs Extend The Rally
Risks To The Bull Case
Sources
Gotrade News - The AI chip rally broadened this week as Nvidia, Broadcom, ARM, and Astera Labs all logged sharp gains. Nvidia hit an
2026-05-26
www.heygotrade.com
2026-05-26
Gotrade
Quantum Stocks Surge as Rigetti, D-Wave Win CHIPS Act Funding
Rendy Andriyanto
Gotrade Team
26 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Funding Recipients And Strategic Footprint
Sector Implications For Investors
Sources
Gotrade News - Rigetti Computing rallied 48 percent this week after the Department of Commerce named it among nine quantum computing CHIPS Ac
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
AMD vs Intel vs Micron: Which Chip Stock Has the Best 2026 Setup?
Erwanto Khusuma
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Key Takeaways
Micron has the best risk-adjusted 2026 setup because it supplies HBM to both Nvidia and AMD and benefits from structural AI memory demand.
AMD offers the highest AI accelerator upside via the MI400 launch and OpenAI 6-gigawatt deal, but trade
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
Nvidia $200B CPU Market Forecast Includes China, Huang Says
Rendy Andriyanto
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Vera Rubin Roadmap
China Market Hurdles
Sources
Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
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2026-05-22
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2026-05-22
Gotrade
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2026-05-21
www.heygotrade.com
2026-05-21
Gotrade
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