Semiconductor News & Analysis Feed

16 articles
2026-09-29
finance.yahoo.com 2026-09-29
2026-09-29
247wallst.com 2026-09-29
2026-09-03
finance.yahoo.com 2026-09-03
Broadcom's stock fell 6% after its Q4 revenue guidance missed expectations, overshadowing a 221% year-over-year surge in AI-related revenue, which reached $16.7 billion and now accounts for 56% of total revenue. Despite strong AI demand, margin compression and weak guidance led to investor caution.
2026-09-03
247wallst.com 2026-09-03
Broadcom's third-quarter results showed a 221% year-over-year surge in AI-related revenue, yet the stock fell 6% due to a soft guidance and declining gross margins. Despite this, the company's AI business is seen as confirmation of sustained demand in the AI compute cycle, supporting NVIDIA's modest
2026-08-17
www.aol.com 2026-08-17
Micron Technology's stock price has experienced significant volatility, rebounding from a low of $739 on July 29 to over $979 by August 14, nearing the $1,000 mark. However, the likelihood of a stock split before the end of 2026 appears slim. While recent examples like Booking Holdings and Carvana c
2026-08-17
www.fool.com 2026-08-17
2026-08-17
finance.yahoo.com 2026-08-17
2026-08-17
currently.att.yahoo.com 2026-08-17
2026-07-29
news.google.com 2026-07-29
2026-07-04
www.winchesterstar.com 2026-07-04
Quankang has launched the UES140 Series 140W GaN power adapters, designed for medical and Information Technology Equipment (ITE) applications. The series leverages advanced gallium nitride technology to achieve up to 92% efficiency, supporting fast-charging protocols such as USB PD3.1 and QC4.0+, ma
2026-06-17
stocktwits.com 2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) is approaching a $2 trillion market capitalization as the semiconductor industry shows strong recovery, with chip stocks rebounding significantly. The recent stock market performance reflects growing investor confidence in the sector's future prospec
2026-06-17
www.winchesterstar.com 2026-06-17
2026-06-08
finance.yahoo.com 2026-06-08
On June 8, 2026, Reuters reported that NVIDIA has secured key deals with several South Korean technology giants to accelerate the advancement of artificial intelligence (AI). This move underscores NVIDIA's leadership in the global AI chip market and highlights South Korea's strategic positioning in
2026-06-08
www.japantimes.co.jp 2026-06-08
Nvidia's recent series of agreements in South Korea with major tech companies including SK Hynix and Naver represents a strategic move to secure critical memory chip supplies for its AI ambitions. The deals, announced during CEO Jensen Huang's high-profile visit to the region, demonstrate Nvidia's e
2026-06-08
www.investing.com 2026-06-08
NVIDIA's recent partnerships with major South Korean corporations, including the SK Group, represent a significant milestone in the artificial intelligence development landscape. This collaboration demonstrates the semiconductor industry's heightened focus on AI technology advancement, with NVIDIA's
2026-05-15
aimagazine.com 2026-05-15