Semiconductor News & Analysis Feed

Market sentiment toward NVIDIA (NVDA) remains divided despite its dominant position in the AI sector. While the company reported Q1 2027 revenues of $81.6 billion, up 85.23% YoY, concerns are mounting over the growing disconnect between its stock price and rising debt protection costs. Although over

TSE's significant stock price surge reflects the spreading benefits of the semiconductor supercycle to the backend industry. As a key player in the probe card market, TSE has achieved strategic transformation from its NAND flash-centric portfolio to HBM products, becoming the key driver for both sto

NVIDIA’s upbeat earnings forecast has significantly uplifted the semiconductor sector’s outlook, particularly for the VanEck Semiconductor ETF (SMH). While SMH has delivered a notable +138% return over the past year, the key indicator lies in the forward-looking guidance from its constituent compani