Semiconductor News & Analysis Feed
20 articles
2026-07-27
news.google.com
2026-07-27
2026-07-27
news.google.com
2026-07-27
2026-07-27
2026-07-09
www.zacks.com
2026-07-09
Zacks Investment Research has highlighted several semiconductor and technology companies, including Microchip Technology, Semtech, Texas Instruments, Amtech, and Vishay Intertechnology. These firms span various segments of the semiconductor value chain, from chip design to manufacturing equipment, u
2026-07-09
finance.yahoo.com
2026-07-09
Zacks.com featured a list of five semiconductor stocks—Microchip Technology, Semtech, Texas Instruments, Amtech Systems, and Vishay Intertechnology—as promising investments in the AI-driven semiconductor boom. The article highlights that as spending on AI infrastructure and deployment surges among l
2026-07-09
au.finance.yahoo.com
2026-07-09
Zacks.com featured a list of five semiconductor stocks—Microchip Technology, Semtech, Texas Instruments, Amtech Systems, and Vishay Intertechnology—highlighting their potential to benefit from the ongoing AI boom. The article emphasizes that as investments in AI infrastructure, including compute, ne
2026-07-03
finance.yahoo.com
2026-07-03
On July 2, 2026, the semiconductor industry experienced a notable market correction driven by concerns over a potential slowdown in AI chip demand. Stocks of key players such as Applied Materials, Semtech, and Nova all dropped sharply, with losses exceeding 9%. The downturn was fueled by doubts over
2026-07-03
stockstory.org
2026-07-03
2026-06-25
finance.yahoo.com
2026-06-25
On June 24, 2026, global semiconductor markets experienced significant volatility, with chip stocks such as onsemi (ON) and Semtech (SMTC) declining amid concerns over AI demand. The downturn was triggered by a sharp drop in South Korean chipmakers, including SK Hynix and Samsung, which caused the K
2026-06-25
stockstory.org
2026-06-25
2026-06-25
www.theglobeandmail.com
2026-06-25
Recent volatility in the global semiconductor sector was driven by a sharp sell-off among South Korean chipmakers, renewed concerns over debt-financed AI capital spending, and a hawkish repricing of Fed rate expectations. The trigger was a positioning flush rather than a confirmed decline in AI dema
2026-06-25
www.tradingview.com
2026-06-25
Recent volatility in the global semiconductor market, particularly among Korean chip stocks, has sparked widespread concerns over the outlook for AI demand. Shares of semiconductor companies such as onsemi and Semtech have declined significantly, primarily due to sharp drops in SK Hynix and Samsung,
2026-06-25
www.financialcontent.com
2026-06-25
The semiconductor sector experienced a notable correction amid a sharp downturn in South Korean chip stocks, renewed concerns over debt-financed AI capital spending, and a hawkish repricing of Fed rate expectations. The trigger was a market-wide sell-off following reports that SK Hynix is slowing it
2026-06-24
www.harianbasis.co
2026-06-24
This article examines the competitive landscape and future prospects of Marvell and Semtech in the 2026 chip market within the semiconductor industry. As leading global semiconductor solution providers, both companies are actively positioning themselves in emerging technology sectors to capture mark
2026-06-23
finance.yahoo.com
2026-06-23
On June 22, 2026, semiconductor and AI server supply chain stocks surged following NVIDIA's unveiling of its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg. The platform, designed for 'world-class supercomputers for science,' delivers over 7 exaflops of AI
2026-06-23
www.theglobeandmail.com
2026-06-23
At the ISC High Performance 2026 conference, NVIDIA unveiled its next-generation Vera Rubin platform, delivering over 7 exaflops of AI performance and up to 144 GPUs per rack, signaling a major advancement in supercomputing. This announcement triggered a strong rally across the semiconductor and AI-
2026-06-23
stockstory.org
2026-06-23
2026-06-23
www.tradingview.com
2026-06-23
Recent surges in Semtech and onsemi shares are driven by NVIDIA's unveiling of its next-generation AI server platform, Vera Rubin, at the ISC High Performance 2026 conference in Hamburg. The platform, designed for 'world-class supercomputers for science,' delivers over 7 exaflops of AI performance a
2026-06-23
markets.financialcontent.com
2026-06-23
On June 22, 2026, semiconductor and AI hardware stocks surged following NVIDIA's unveiling of its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg. The platform, designed for 'world-class supercomputers for science,' delivers over 7 exaflops of AI performanc
2026-06-06
finance.yahoo.com
2026-06-06