Semiconductor News & Analysis Feed

ON Semiconductor (ON) is down 5.0% today. Here is some analysis on what might have caused this price movement. Analysis: The move appears tied to renewed volatility across semiconductor and AI-adjacent stocks, with investors de-risking after a sharp late-week sector selloff driven by interest-rate worries and elevated expectations. In ON’s case, recent company updates (including a sizable convert

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Arm Holdings ( ARM +5.47% ) and Qualcomm ( QCOM +3.19% ) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology, driving growing demand for chips. While Arm has grown its revenue at higher rates over the past few years, Qualcomm is worth watching as it shifts its bus

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