Semiconductor News & Analysis Feed
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2026-05-09
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2026-05-09
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Is Costco Preparing Another Special Dividend This Year?Sell 99% of Your Stocks, Do THIS Instead… (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceYou’re Being LIED To About The Iran War (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The Novo Nordisk Shift Puts GLP-1 St
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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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2026-05-09
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
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2026-05-09
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2026-05-09
www.marketbeat.com
2026-05-09
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Is Costco Preparing Another Special Dividend This Year?$30 stock to buy before Starlink goes public (WATCH NOW!) (Ad)The USMCA Review Is Coming: 3 Border-Sensitive Stocks to WatchRocket Lab Posts Record Q1 Revenue, Raises Q2 GuidanceIran War Shock: What I Was Told In That Private Meeting (Ad)SLB’s Tough Quarter Masks a Powerful Long-Term ShiftHims & Hers Earnings Preview: The
2026-05-09
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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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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
Simply Wall St
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.
Qual
2026-05-09
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2026-05-09
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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
2026-05-09
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2026-05-09
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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
2026-05-09
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2026-05-09
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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
Simply Wall St
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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2026-05-09
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United States/Electronic Equipment and Components/NYSE:GLW
Corning NVIDIA Deal Ties Optical Growth To AI Data Center Demand
May 09, 2026
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Corning (NYSE:GLW) and NVIDIA announced a multi year partnership to expand U.S. optical connectivity manufacturing for
2026-05-09
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2026-05-09
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United States/Semiconductors/NasdaqGS:TSEM
Assessing Tower Semiconductor (TSEM) Valuation After Credit Outlook Shift And Defense Ramp-Up
May 09, 2026
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Tower Semiconductor (NasdaqGS:TSEM) is back in focus after S&P’s Maalot unit shifted its credit rating outlook to Positive and Axiro’s radar chips on Tower’s SiGe process began ramping into volume production for U.S. d
2026-05-09
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