Semiconductor News & Analysis Feed
13150 articles
2026-05-10
consent.yahoo.com
2026-05-10
Yahoo Finance Singapore
__fail__
2026-05-10
simplywall.st
2026-05-10
simplywall.st
__fail__
2026-05-10
seekingalpha.com
2026-05-10
Seeking Alpha
__fail__
2026-05-10
www.tikr.com
2026-05-10
TIKR.com
__fail__
2026-05-10
finance.yahoo.com
2026-05-10
Yahoo Finance
__fail__
2026-05-10
www.thestreet.com
2026-05-10
thestreet.com
__fail__
2026-05-09
www.positivelyosceola.com
2026-05-09
Positively Osceola
__fail__
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Shares ofTower Semiconductor(TSEM9.46%)rallied 26% in April, according to data fromS&P Global Market Intelligence.Tower Semiconductor is a "lagging edge," or specialty semiconductor manufacturing company, which means it doesn't produce the most leading-edge chips in the world. However, Tower still differentiates itself through intellectual property in important chip types and materials, such as si
2026-05-09
www.fool.com
2026-05-09
The Motley Fool
Shares ofMicron Technology(MU5.81%)have soared by 710% over the past 12 months as the company has benefited from the rising demand for memory processors used in artificial intelligence (AI) data centers. Even amid the surging share prices of many AI stocks, Micron's performance stands out among the crowd.Technology companies -- includingAlphabet,Amazon,Microsoft,Meta Platforms, and others -- are c
2026-05-09
uk.finance.yahoo.com
2026-05-09
Yahoo Finance UK
__fail__
2026-05-09
www.ad-hoc-news.de
2026-05-09
AD HOC NEWS
__fail__
2026-05-09
finance.yahoo.com
2026-05-09
Yahoo Finance
__fail__
2026-05-09
simplywall.st
2026-05-09
simplywall.st
__fail__
2026-05-09
247wallst.com
2026-05-09
24/7 Wall St.
If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily?
Video Muted
Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) and Intel an even more
2026-05-09
www.cnbc.com
2026-05-09
CNBC
__fail__
2026-05-09
simplywall.st
2026-05-09
simplywall.st
__fail__
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Stiles Financial Services Inc Has $1.32 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Stiles Financial Services Inc. increased its stake in Taiwan Semiconductor Manufacturing by 79.1% in the fourth quarter, ending with 4,355 shares valued at about $1.32 million.
TSMC continues to benefit from str
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Cut by Makena Capital Management LLC
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Makena Capital Management cut its TSMC holdings by 9.1% in the fourth quarter, selling 8,454 shares and leaving it with 84,495 shares valued at about $25.7 million.
TSMC reported strong quarterly results, including $
2026-05-09
www.marketbeat.com
2026-05-09
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Manning & Napier Advisors LLC's 5th Largest Position
Written by MarketBeat
May 9, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Manning & Napier Advisors trimmed its Taiwan Semiconductor Manufacturing stake by 16.6% in the fourth quarter, but TSM still remains the fund’s 5th largest position, representing about 3.2% of its portfolio.
Insi
2026-05-09
seekingalpha.com
2026-05-09
Seeking Alpha
Home
Stock Ideas
Long Ideas
Tech
Micron Has The Better Scarcity, Sandisk Has The Hotter Trade
May 09, 2026, 6:51 AM ETSandisk Corporation (SNDK) Stock, MU Stock, MU:CA Stock, SNDK:CA Stock
The Alpha Analyst
3.97K Followers
Follow
5
Share
Save
Play
(14min)
Comments
(6)
Follow Seeking Alpha on Google for the latest stock news
Summary
Micron benefits more directly from AI-driven HBM and DRAM scarcit