Semiconductor News & Analysis Feed
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AI Chip Shortage Cripples PC Market — ASUS, MSI, Gigabyte Face Nearly 33% Decline
By Afaq Wajdan Malik | Published May 9, 2026 | 1:34 pm
Motherboard sales are falling sharply as ongoing AI-related chip shortages continue to cripple the PC h
2026-05-09
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Japan/Consumer Durables/TSE:6758
Sony And TSMC Sensor Venture Tests Sony Group’s Chip And Cash Priorities
May 09, 2026
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Reviewed by Bailey Pemberton
Sony Group (TSE:6758) announced a new joint venture with Taiwan Semiconductor Manufacturing Company (TSMC) to develop and manufacture next generation im
2026-05-09
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United States/Semiconductors/NasdaqGS:QCOM
Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply
May 09, 2026
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Reviewed by Bailey Pemberton
Apple has reportedly secured over 50% of TSMC’s initial 2nm chip production capacity, limiting early access for other customers such as NasdaqGS:QCOM.
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United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Valuation Check After Nvidia Investment And Expanding Custom AI Chip Partnerships
May 09, 2026
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Marvell Technology (MRVL) is back in focus after a sharp 6.2% one day drop. This comes on the heels of record data center revenue, a US
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South Korea/Semiconductors/KOSE:A000660
Assessing SK hynix (KOSE:A000660) Valuation After A Sharp Three-Month Share Price Rally
May 09, 2026
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Recent share performance and what it means for SK hynix investors
SK hynix (KOSE:A000660) stock has drawn fresh attention after a strong recent
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United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation After Strong Q3 Results And Nvidia AI Data Center Deal
May 09, 2026
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Coherent (COHR) just reported third quarter results that put its AI data center and communications exposure in the spotlight, with reve
2026-05-09
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