Semiconductor News & Analysis Feed
493 articles
2026-06-11
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2026-06-11
The Motley Fool
On June 5, SpaceX quietly announced that it had entered into a massive compute capacity agreement with Alphabet's (
GOOG
2.23%
) (
GOOGL
1.95%
) Google. SpaceX is effectively leasing access to a cluster of 110,000 Nvidia (
NVDA
3.39%
) GPUs, along with supporting CPUs, memory, and related data center hardware. In exchange, Google will pay SpaceX $920 million per month between October 2026 and June
2026-06-11
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2026-06-11
The Motley Fool
Micron (
MU
4.50%
) stock is getting hit with another sizable pullback in Wednesday's trading. The company's share price was down 3.4% as of 2:10 p.m. ET amid the backdrop of a 0.8% decline for the S&P 500 and a 4.2% decline for the Nasdaq Composite.
The market's reaction to the latest Consumer Price Index (CPI) report published by the Bureau of Labor Statistics (BLS) is weighing on stocks today.
2026-06-10
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2026-06-10
The Motley Fool
Nvidia (
NVDA
2.53%
) could be moving beyond GPUs and deeper into semiconductor manufacturing. As advanced fabs need more simulation, process control, and scheduling power, Nvidia's platform may become even more critical. But after a massive run, investors still need to ask whether the upside is already priced in.
Stock prices used were the market prices of June 3, 2026. The video was published o
2026-06-10
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2026-06-10
The Motley Fool
The market for artificial intelligence (AI) infrastructure remains hot, but on Wall Street, nothing can go straight up forever. Last week, semiconductor stocks as a class got caught up in a sell-off triggered by the lackluster guidance that Broadcom (
AVGO
5.00%
) delivered with its quarterly report on June 3, and many top names tumbled sharply.
Dips like these aren't unusual, and they can be gre
2026-06-10
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2026-06-10
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
3.01%
), popularly known as TSMC, is the world's largest semiconductor foundry, specializing in the mass production of chips and circuits designed by fabless companies.
TSMC's factories churn out chips for the most important tech companies in the world, including Apple, Sony, Nvidia, Advanced Micro Devices, Qualcomm, and many others. In fact, TSMC notes th
2026-06-10
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2026-06-10
The Motley Fool
Nvidia (
NVDA
1.32%
) has long been considered the industry standard for artificial intelligence (AI) computing stocks. Since 2023, it has been an amazing performer and has delivered strong, market-crushing returns for shareholders. However, 2026 hasn't been so kind.
Nvidia's stock is up about 12% this year, which isn't a bad return, but it's only beating the S&P 500 (
^GSPC
0.31%
) by a few perc
2026-06-10
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2026-06-10
The Motley Fool
Ark Investment's Cathie Wood has made a name for herself as a champion of stocks with potentially disruptive technologies. Her flagship Ark Innovation ETF (
ARKK
1.07%
) has had mixed results, up 49% over the past year but down 8.7% on average over the last five, as of the end of April.
Nonetheless, when she makes moves, it tends to be notable. Recently, she has been trimming her stake in Advance
2026-06-10
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2026-06-10
The Motley Fool
Nvidia (
NVDA
2.28%
) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than Nvidia that don't get nearly as much attention as they deserve. Furthermore, Nvidia is also looking out for these companies, and has actually taken a position in them itself. That's a huge vote of confidence, as Nvidia has several
2026-06-10
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2026-06-10
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2026-06-10
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2026-06-10
The Motley Fool
The artificial intelligence (AI) revolution has boosted several semiconductor players into the realm of trillion-dollar giants. Most recently, Micron Technology (
MU
5.57%
) and its South Korean peers, SK Hynix and Samsung, have joined that exclusive club (though SK Hynix has already slipped back out of it).
Investors who were paying attention to Micron's explosive run understand the pattern: A s
2026-06-10
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2026-06-10
The Motley Fool
Micron (
MU
5.25%
) stock is getting hit with sell-offs in Tuesday's trading and was down 3.7% as of 1:45 p.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were down 0.8% and 1.9%, respectively. Micron stock had been off as much as 10% earlier in trading.
Valuations for artificial intelligence (AI) chip stocks are taking substantial steps back today in a broad
2026-06-10
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2026-06-10
The Motley Fool
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology (
MRVL
10.50%
). The stock surged on the news yesterday but had fallen by more than 7% as of 11:13 a.m. ET today.
Being added to the S&P 500 is a big deal because it is one of, if not the most followed, indexes and market benchmar
2026-06-10
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2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-09
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2026-06-09
The Motley Fool
Shares of specialty semiconductor foundry Tower Semiconductor (
TSEM
3.74%
) rallied 15.5% in May, according to data from S&P Global Market Intelligence.
Tower delivered strong first-quarter earnings on May 13, and also disclosed that it had received significant orders out to 2028, with customers even pre-paying to secure capacity for Tower's leading silicon photonics technology.
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2026-06-09
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2026-06-09
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Micron Technology (
MU
+2.00%
) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12 months, climbing nearly 800% as of this writing. And some analysts think the stock can continue climbing higher from here.
But investors may be better off buying a different semiconductor stock. A giant in its own right, it's a
2026-06-09
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2026-06-09
The Motley Fool
Shares of chip designer Marvell Technology (
MRVL
0.92%
) jumped by a whopping 33% on June 2, and Nvidia CEO Jensen Huang was the reason behind this massive surge.
According to Huang, Marvell will join the trillion-dollar market cap club. That seems like an ambitious statement at first, given that Marvell currently has a market cap of almost $230 billion. However, a closer look at the problem tha
2026-06-09
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2026-06-09
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Investors have been waiting decades for the next technological leap forward to rival what the internet did for corporate America and Wall Street. With an estimated $15.7 trillion global addressable market by 2030, artificial intelligence (AI) has answered the call.
The foundational companies behind the rise of AI have seen their shares skyrocket. Since the start of 2023, Nvidia (
NVDA
+1.70%
), P
2026-06-09
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2026-06-09
The Motley Fool
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC -- the Kenbak-1 -- in 1971. It might also take a while to digest the ramifications of Nvidia (
NVDA
+1.70%
) CEO Jensen Huang's proclamation a few days ago, "The PC is being reinvented."
What we can know now, though, is that Huang declared war on Intel (
INTC
+11.11%
), A
2026-06-09
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2026-06-09
The Motley Fool
Micron Technology (
MU
+9.63%
) is one of the world's leading suppliers of high-bandwidth memory (HBM) for data centers, an essential component in the artificial intelligence (AI) hardware stack. HBM is in short supply right now, so Micron has the power to dictate prices, which is fueling a surge in the company's revenue and earnings.
Micron stock is up by nearly 700% over the past year, but it p
2026-06-09
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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