Semiconductor News & Analysis Feed
112 articles
2026-07-08
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2026-07-08
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2026-07-07
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2026-07-07
Moomoo
2026-07-07
finance.biggo.com
2026-07-07
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2026-07-06
digitimes.com
2026-07-06
The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion.
2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-02
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2026-07-01
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2026-07-01
조선일보
2026-06-30
simplywall.st
2026-06-30
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Does Texas Instruments (TXN) Index Shift Reveal a Deeper Change in Its Semiconductor Role?
June 30, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive indices but added to the Russell 1000 Dynamic Index and the Russell Top 50 Index, reflecting a reclassif
2026-06-29
www.finsmes.com
2026-06-29
FinSMEs
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2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Reed Semiconductor announced that it has completed an upsized and oversubscribed $100 million funding round. The round included participation from several leading global semiconductor companies.
Reed Semiconductor is a provider of turnkey power solutions for AI infrastructure. The funding marks a major milestone in the company’s growth and market expansion, reflecting investor confidence in its t
2026-06-27
www.msn.com
2026-06-27
MSN
Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the next five years and reshaping several key technology markets in the process.
“The chip industry took ~50 years to generate its first $1Tn in sales,” analysts led by Vivek Arya wrote. “We expect AI to help add another $1Tn in j
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
BofA Sees AI Driving the Next $1 Trillion in Semiconductor Revenue
Fiona Craig
Fri, June 26, 2026 at 8:44 AM PDT 3 min read
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Bank of America believes artificial intelligence will accelerate growth across the semiconductor industry, helping generate an additional $1 trillion in chip sales over the
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Texas Instruments, US8825081040
Texas Instruments hits fresh record level, shares stretch semiconductor rally on NASDAQ
23.06.2026 - 14:54:09 | ad-hoc-news.de
Texas Instruments reaches a new all-time high on the NASDAQ as investors reward its analog chip positioning and AI power exposure, while analysts highlight robust long-term demand in industrial and automotive end markets.
Texas Instruments
2026-06-23
www.polytechnique-insights.com
2026-06-23
Polytechnique Insights
π Digital π Industry
Chips Act: can Europe catch up in the global semiconductor race?
On June 23rd, 2026 7 min reading time
Pascal Vivet
Researcher at CEA-Leti on the Program for Co-optimisation of Design Technologies, Silicon Components Division
Key takeaways
Adopted by the EU in 2023, the Chips Act aims to strengthen the continent’s industrial capabilities and reduce certain strategic dependenc
2026-06-22
www.benzinga.com
2026-06-22
Benzinga
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2026-06-22
intellectia.ai
2026-06-22
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Broadcom's AI Semiconductor Revenue Soars
Broadcom's AI Semiconductor Revenue Soars
Written by Emily J. Thompson, Senior Investment Analyst
Source: NASDAQ.COM
Updated:
1 day ago
15
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Significant Revenue Growth: Broadcom's AI semiconducto
2026-06-20
www.msn.com
2026-06-20
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj