The Latest Breaking News from Semiconductor

Analysts see Micron’s earnings momentum as a key catalyst, with price targets climbing after Stifel’s upgrade.

Marvell’s recent selloff reflects market fears over potential loss of hyperscaler orders, but management and some analysts push back on those concerns, raising the key question of how investors should position in MRVL stock now.

Broadcom heads into 2026 with strong momentum. Wall Street analysts maintain a “Strong Buy” consensus for the stock.

The underdog semiconductor set to dominate AI growth in 2026 and beyond.

Broadcom beat on sales, adjusted EPS, and guidance in its latest earnings release. Despite shares trading down, the AI growth is moving up precipitously.

The gap between SSD and HDD costs is widening with no sign of stabilization.

China is considering investing up to an additional $70 billion in its domestic chip manufacturers in an effort to better compete with US firms like Nvidia. Although exact figures and investment strategies have yet to be decided, this move would be in line with China's "whole nation" approach to tackling…

Semiconductor expert Marc Chaikin breaks down why Credo Technology, Lam Research and Taiwan Semiconductor could benefit from strong chip demand.

This overlooked AI enabler is ready for takeoff.

Chinese government began to add government-approved AI suppliers to the Information Technology Innovation List in a bid to accelerate deployment of domestic hardware. But can Chinese semiconductor industry satisfy the needs of domestic AI industry?

Teradyne has significantly outperformed the Nasdaq over the past year, and analysts are moderately optimistic about the stock’s prospects.