60 stories tagged with #semiconductors, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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ナスダック株価指数 半導体売りで4％超の下落 利上げ警戒
【NHK】5日のニューヨーク株式市場では半導体関連の銘柄を中心に売り注文が広がり、ハイテク株の比率が高いナスダックの株価指数は4％を超える大幅な下落となりました。FRB＝連邦準備制度理事会が年内に利上げに踏み切…
Marvell Technology and Flex to join S&P 500 index, replacing Pool and Campbell's
The move highlights the growing importance of the technology sector to the stock market.…
Mitsubishi Electric to Launch Data-provision Service to Accelerate Adoption of Latest Power Semiconductors - Morningstar
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
株価 一時1600円超値下がり 利益確保しようという動き広がる
【NHK】5日の東京株式市場、急ピッチで上昇してきたAIや半導体関連の銘柄を売って利益を確保しようという動きが広がって、日経平均株価は一時1600円以上値下がりしています。 ▽日経平均株価、5日午前の終値は…
IIT Delhi and Cadence Launch AI-Enabled Innovation Lab to Advance India’s Semiconductor Talent
IIT Delhi and Cadence Launch AI-Enabled Innovation Lab to Advance India's Semiconductor Talent…
KLA Corporation (KLAC) Presents at Bank of America 2026 Global Technology Conference Transcript
KLA Corporation (KLAC) Bank of America 2026 Global Technology Conference June 3, 2026 12:20 PM EDTCompany ParticipantsBren Higgins - Executive VP &...…
EU targets Big Tech dependence with ‘made-in-Europe’ drive
The EU tech chief warned of "kill switches" that could let governments or firms disrupt services. Read more at straitstimes.com. Read more at straitstimes.com.…
'Who Are You, And What Did You Do With Nvidia?'
Over the last 21 trading days, the daily moves of NVDA and the SOX have been in opposite directions ten times (48%). Read more here.…
The European Union reveals details of its tech sovereignty package
New proposals will see the EU further invest in European startups and companies as it looks to strengthen its homegrown tech footprint.…
Marvell stock surges 33% after Nvidia CEO calls it a potential trillion-dollar company
Marvell Technology surged 33% after Nvidia CEO Jensen Huang called it a potential trillion-dollar company. Tokenized MRVL gives crypto investors exposure.…
Samsung shows first HBM5 mockup with Heat Path Block cooling — thermal race with SK hynix shaping up
Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei, pairing the eighth-generation AI memory with a new in-package cooling structure.…
NAND flash makers earned a record $46 billion in revenues over the first quarter of 2026, a shocking 3.5 times more than last year
Over three times what they pulled in, this time last year.…
European Union launches new tech sovereignty package to remove dependence from American and Asian AI and microchips
The 27-nation bloc unveiled the package on Wednesday to promote European-based alternatives to foreign Big Tech companies and hardware.…
Teledyne HiRel Semiconductors Unveils Space-Screened, Ultra-Low Power 4 GHz Wideband Low Noise Amplifier - Morningstar
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
Avnet: Thesis Played Out, Now Fully Valued (Rating Downgrade)
Avnet's multiple has expanded sharply, reducing the effectiveness of its share buyback program. Read why AVT stock is downgraded to Hold.…
Korean tech workers splash cash on luxury brands after bumper bonus payouts — luxury goods sales rocket nearly 150% in Gyeonggi Province semiconductor belt
Luxury jewelry sales rose by 146.3% in one local department store. Prestigious watch and accessories brands are also doing very well.…
AI Infrastructure Isn't Just on Land
최근 서비스에 홍콩, 중국, 일본, 유럽 주요 종목이 추가되면서 AI 인프라를 보는 시야도 훨씬 넓어졌습니다. 이제 한국과 미국 종목뿐 아니라 일본의 $J5332 TOTO, 유럽의 $E:ASML, 홍콩의 $H00981 SMIC, 중국 본토의 반도체·광통신 기업들까지 같은 흐름 안에서 함…
Why The AI Cycle Isn't A Bubble: Reading The Korean Macro Tape
South Korea's semiconductor exports surged 150.7% YoY, driven mainly by a 106.8% rise in unit prices, not volume expansion. Read more on the market here.…
Teradyne, Inc. (TER) Presents at Bank of America 2026 Global Technology Conference Transcript
Teradyne, Inc. (TER) Bank of America 2026 Global Technology Conference June 2, 2026 4:20 PM EDTCompany ParticipantsGregory Smith - President, CEO &...…
Chip, chip ... boom? South Korea tech makers join the trillion-dollar club but some fear a short-circuit looms
South Korea’s Kospi stock market has hit record highs thanks to AI, but experts urge caution over boom-bust cycles and a heavy reliance on two chipmakers…
Intel Is Struggling to Supply Laptop Chips Built Around Its New 18A Node
[Exclusive] A shortage of processors at its comeback node has clients worried about stability of future supply.…
Marvell Technology, Inc. (MRVL) Presents at 2026 Evercore Global TMT Conference Transcript
Marvell Technology, Inc. (MRVL) 2026 Evercore Global TMT Conference June 2, 2026 6:50 PM EDTCompany ParticipantsWillem Meintjes - Executive VP &...…
Nvidia launches ‘superchip’ putting AI power into laptops and PCs
Firm says its RTX Spark PC chip for Microsoft Windows will let AI agents replace the mouse and keyboard Business live – latest updates A new front has opened up in the battle for d…
Memory crunch sends PC prices into double-digit climb
Notebooks up 11%, desktops 10% as chipmakers ditch consumer kit for AI server bling…
Intel Diamond Rapids to boost core counts to 192, but RIP Hyperthreading
Threads on a half shell, Intel power!…
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
AI demand absorbs wafer capacity, crushing budget PC segment
The shift in AI development from large-scale model training toward inference-centric Agentic AI applications is driving a structural expansion in memory demand, according to TrendF…
Nikon weaponizes lower prices to break ASML's lithography monopoly — tech giant leverages in-house manufacturing to slash prices to lure back American chipmakers
New CEO says in-house parts give a cost edge.…
인텔-애플 반도체 계약 체결 — 트럼프 지원으로 성사된 역설적 동맹
오랜 경쟁자 인텔이 애플 칩 위탁 제조사로 변신했다. 트럼프 행정부의 반도체 자국화 전략이 만든 이 이례적 계약이 글로벌 반도체 공급망을 어떻게 바꾸는지 분석한다.…
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
Was Jensen right all along?…
Will VT tank severly when correction on semiconductors comes?
New 3D silicon chip breakthrough could extend Moore’s Law for years
As traditional chip miniaturization slows, researchers have found a way to pack more computing power into the same space by stacking silicon circuits in multiple layers. The new pr…
ON Semiconductor: AI Power, Auto Recovery, And The Problem Of Price
ON Semiconductor has pivoted from a cyclical Auto/Industrial story to an AI power infrastructure narrative. Read why ON stock is a sell.…
Earnings And Semiconductors Power Markets
Risk assets remained well supported, driven by strong earnings results and continued enthusiasm around artificial intelligence. Read more here.…
Is That It?
The Philadelphia Semiconductor Index (SOX) is on pace for a gain of just under 5% this week, which by any measure should be considered a great week.…
Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Lam Research Corporation (LRCX) Bernstein 42nd Annual Strategic Decisions Conference May 27, 2026 10:00 AM EDTCompany ParticipantsTimothy Archer -...…
인텔이 애플 칩을 제조한다 — 미국 반도체 자립 전략이 만든 거래
30년 라이벌 인텔과 애플이 손을 잡았다. 단순한 비즈니스 협력이 아니다. 트럼프 행정부의 반도체 자립 전략이 이 거래를 가능하게 한 진짜 배경을 분석했다.…
Goldman Sachs predicts capacitor stocks will surge as AI data centers devour components
Goldman Sachs forecasts a historic upcycle for capacitor makers through 2030, driven by surging AI data center demand and 220% projected power growth.…
Is Huawei’s new chip scaling law a true breakthrough, or mere hype?
Company says 3D design can deliver world-beating chips without the best chipmaking gear, rewriting the playbook for China’s tech future.…
'Just imagine what could get done' — How this US startup is building a 'cheap' fab-in-a-box to do for microchips what IBM did for PCs
This fab-in-a-box startup thinks semiconductor manufacturing has become too expensive and wants compact systems replacing giant industrial facilities…
'Our ability to achieve orbital AI at scale depends on our ability to access a sufficient number of AI chips, significantly more than are currently available to us': SpaceX admits that getting data centers in space may fall short due to a lack of chips
SpaceX reveals terrifying dependence on scarce AI chips as orbital supercomputer ambitions collide with semiconductor reality worldwide…
Kerala start-up unveils first AI system-on-chip
Kerala's Netrasemi launches A2000, India's first AI system-on-chip, ready for commercial production to enhance edge AI applications.…
Intel and 3DGS to establish $3.3B substrate plant in India
Intel and 3DGS are investing $3.3 billion in an advanced substrate manufacturing plant in Odisha, India, creating 1,800 jobs over a 5-6 year buildout.…
Sivers Semiconductors AB (publ) (SIVEF) Q1 2026 Earnings Call Transcript
Sivers Semiconductors AB (publ) (SIVEF) Q1 2026 Earnings Call May 29, 2026 2:00 AM EDTCompany ParticipantsVickram Vathulya - President & CEOHeine...…
CHPY: Weekly Income Meets Diversified Semiconductor Exposure
The YieldMax Semiconductor Portfolio Option Income ETF (CHPY) offers weekly income and diversified semiconductor exposure. Read about risks and the opportunities with the ETF.…
TikTok owner ByteDance is reportedly developing its own custom AI CPUs — company looks to ease China's dependence on US chipmakers
Dovetails nicely with the company's incoming Seedchip accelerator.…
MediaTek adopts Intel’s advanced chip packaging alongside TSMC’s services
MediaTek is using Intel's EMIB packaging alongside TSMC's CoWoS for AI ASIC designs, targeting 26% of the AI ASIC market by 2028 amid capacity constraints.…
Rolled Silicon 3D Chips Could Shrink Circuits
Roll-on nanoscale membranes make circuits that stretch across three layers of silicon…
Nvidia and Taiwan set to dominate Computex 2026 with massive AI infrastructure push
Nvidia CEO Jensen Huang headlines Computex 2026 in Taipei with the Vera Rubin supercomputer, TSMC partnerships, and major AI infrastructure plans.…
There's a record disconnect unfolding in the trading pits right now
The volatility spread between single stocks and the index makes a world of a difference for options traders.…
RAMpocalypse: After Huge Rally, What I See Happening Next In The Chip Sector
Global memory shortage is boosting Micron, Samsung, & SK Hynix as AI and data center demand surges. Read more here.…
Sivers Semiconductors: AI Technology Heading To Nasdaq With Doubling Potential
Sivers Semiconductors scales its AI pipeline, eyeing a US listing, but a 71x EV/Sales multiple limits safety. Learn more on SIVEF stock here.…
Synaptics: Hold For Now, Buy The Pullback - Robotics Is The Real Underpriced Catalyst
Synaptics Inc. has evolved beyond its legacy as 'the touchpad company,' now operating across three distinct semiconductor segments. Read more on the SYNA stock.…
Taiwan will likely play its silicon ‘Trump card’ in security talks with the US
Trumpworld insiders believe Taiwan will likely move to leverage its semiconductor manufacturing empire, a so-called Silicon Shield, in talks with the White House as President Donal…
South Korea’s SK Hynix enters exclusive $1 trillion club
Chipmaker becomes second South Korean company in history to hit milestone.…
China’s chip champion rewrites the rules of scaling
Subscribe now with a one-month trial for only $1, then enjoy the first year at an exclusive rate of just $99. Huawei challenges Moore’s Law and…
Huawei plans to narrow semiconductor gap with TSMC using novel chip architecture
Huawei unveiled Tau Scaling Law and LogicFolding technology to match TSMC's 1.4nm chip density by 2031 without EUV lithography machines blocked by US sanctions.…
Samsung Electronics ships next-gen AI memory chip samples, shares surge 6%
Samsung Electronics shipped HBM4 AI memory chip samples globally, driving a 6% share surge as record profits and a $1 trillion market cap fuel its AI ambitions.…
Samsung's shares surge as much as 6% company ships next-generation AI memory chip samples
Shares of Samsung Electronics surged after the company began shipping HBM4E chip samples to its customers globally.…
This is the greatest time ever for semiconductors, says CEO of key equipment supplier
Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever.…