Semiconductor News & Analysis Feed

20 articles
2026-08-21
247wallst.com 2026-08-21
2026-08-21
news.google.com 2026-08-21
2026-08-21
www.investors.com 2026-08-21
2026-08-20
ts2.tech 2026-08-20
2026-08-20
siliconangle.com 2026-08-20
2026-08-20
digitimes.com 2026-08-20
2026-08-20
digitimes.com 2026-08-20
2026-08-19
drrobertcastellano.substack.com 2026-08-19
2026-08-19
news.google.com 2026-08-19
2026-08-18
finance.yahoo.com 2026-08-18
2026-08-18
stockstory.org 2026-08-18
2026-08-16
simplywall.st 2026-08-16
Marvell Technology (MRVL) has gained significant attention following NVIDIA's $2 billion investment, positioning it at the forefront of the AI infrastructure sector. The partnership focuses on data center infrastructure and memory solutions for large-scale AI workloads. While MRVL's stock has shown
2026-08-14
news.google.com 2026-08-14
2026-08-13
stockstory.org 2026-08-13
2026-08-12
finance.yahoo.com 2026-08-12
Microsoft's upcoming AI chip, the Maia 300, could bring significant benefits to the semiconductor supply chain, particularly for Marvell and Taiwan Semiconductor Manufacturing (TSMC). According to Wedbush Securities, a successful launch may enhance the market outlook for suppliers involved in Micros
2026-08-05
finance.yahoo.com 2026-08-05
2026-07-30
timesofindia.indiatimes.com 2026-07-30
2026-07-29
finance.yahoo.com 2026-07-29
2026-07-29
pro.thestreet.com 2026-07-29
This article analyzes the investment strategy for Applied Materials (AMAT) and Marvell Technology (MRVL), highlighting that while market conditions remain challenging, demand for semiconductors remains robust. Despite recent underperformance, both stocks are seen as potentially profitable in the lon
2026-07-29
stockstory.org 2026-07-29