60 stories tagged with #semiconductor, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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The next casualty of Trump’s war is already here
It is the coldest-known substance on Earth used in a number of crucial parts of the global economy. And we are running low.…
ASE Technology Holding Co., Ltd. 2026 Q1 - Results - Earnings Call Presentation
2026-04-29. The following slide deck was published by ASE Technology Holding Co., Ltd.…
Nasdaq 100: AI Bubble Fears Overblown, Bullish Trend Intact Above 26,760 Key Intraday Support
Despite temporary sell-off triggered by concerns around OpenAI revenue, Nasdaq 100 stabilised, suggesting recent “AI bubble” worries are not yet supported by technical or momentum …
Korean Equities: Macro Recovery, Reform And AI
Korea’s growth rebounded in 2025, driven by strong semiconductor exports, supporting both economic momentum and equity market performance. Read more here.…
Western Digital: This Bull Run May Just Be Starting
Western Digital's revenue is set to rebound, with Q3 sales expected to be up 40% YoY and adjusted EPS projected at $2.39. Check out why WDC stock is a Buy.…
Magnachip Semiconductor Corporation 2026 Q1 - Results - Earnings Call Presentation
2026-04-28. The following slide deck was published by Magnachip Semiconductor Corporation in conjunction with their 2026 Q1 earnings call.…
FLKR: A Cheap AI Exposure
FLKR ETF offers targeted exposure to undervalued South Korean AI stocks, capped concentration, and Value-Up reforms. See here for more details.…
Magnachip Semiconductor Corporation (MX) Q1 2026 Earnings Call Transcript
Magnachip Semiconductor Corporation (MX) Q1 2026 Earnings Call April 28, 2026 5:00 PM EDTCompany ParticipantsCamillo Martino - Chairman of the Board &...…
How South Korea’s Samsung clan made a US$45 billion financial comeback in 1 year
The Lee dynasty is now Asia’s third-richest family, up from 10th last year, thanks to an AI-driven upswing in semiconductor valuations.…
The London Company International Equity Portfolio Q1 2026 Commentary
International markets faced volatility in early 2026 due to energy shocks and shifting rate expectations. Read the full analysis for more details.…
NXP Semiconductors N.V. 2026 Q1 - Results - Earnings Call Presentation
2026-04-28. The following slide deck was published by NXP Semiconductors N.V.…
NXP Semiconductors N.V. (NXPI) Q1 2026 Earnings Call Transcript
NXP Semiconductors N.V. (NXPI) Q1 2026 Earnings Call April 28, 2026 4:30 PM EDTCompany ParticipantsJeff Palmer - Senior Vice President of Investor...…
Ultra Clean Holdings, Inc. (UCTT) Q1 2026 Earnings Call Transcript
Ultra Clean Holdings, Inc. (UCTT) Q1 2026 Earnings Call April 28, 2026 4:45 PM EDTCompany ParticipantsRhonda Bennetto - Senior Vice President of Investor...…
Nordic Semiconductor ASA (NDCVF) Shareholder/Analyst Call Prepared Remarks Transcript
Nordic Semiconductor ASA (NDCVF) Shareholder/Analyst Call April 28, 2026 3:15 AM EDTCompany ParticipantsDieter MayChristian Skovly-Guttormsen - Head of...…
Nvidia: AI Transcends Semiconductors' Cyclical Nature
Nvidia Corporation rides the early AI s-curve as labor shifts to compute, boosting margins. Click for this NVDA update and look ahead.…
Sources: the US Commerce Department last week ordered multiple chip equipment companies to halt some shipments to China's second-largest chipmaker, Hua Hong (Karen Freifeld/Reuters)
Karen Freifeld / Reuters : Sources: the US Commerce Department last week ordered multiple chip equipment companies to halt some shipments to China's second-largest chipmaker, Hua H…
Cadence Design Systems: The Foundation For All Things AI
Cadence Design Systems, Inc. remains a buy as AI drives demand, revenue growth, and record backlog. Click to read this CDNS stock update.…
Navitas: The Power Bottleneck Bet Inside The AI Infrastructure Buildout
Navitas is repositioning from a mobile GaN story into a high-power infra semiconductor one exposed to AI data centers, grid infrastructure, performance computing & industrial elect…
B. Riley Bullish on Applied Materials (AMAT); Sees Better Outlook for Semiconductor Capital Spending
Broadcom: Investors Are Pricing In Perfection
Broadcom (AVGO) Q1/26 surges on AI chips, but valuation risk looms at 82x earnings. Read more on what investors should know about this company.…
Lattice Semiconductor: Pricing In A Great Deal Of Future Earnings Is Risky
Why Qualcomm Is Set To Disrupt The AI Market
Qualcomm’s Snapdragon X2 powers AI PCs and drives automotive growth, yet the stock remains undervalued. Click here to find out why QCOM is a Strong Buy.…
Nvidia: Dominating By Strategy Focused On AI Inflections
Nvidia is successfully diversifying its customer base as well as its data center business thanks to the solid networking sales. Click to read why NVDA is a Buy.…
The AI Peak Is An Illusion As Compute Bottleneck Worsens
Semiconductor stocks are surging on AI agent demand and hyperscaler growth. Click for a review of the sector and where it may be headed.…
Is Buying This Semiconductor ETF the Best Way to Invest in Artificial Intelligence (AI) Stocks?
Dodge & Cox Emerging Markets Stock Fund Q1 2026 Commentary
We continue to believe there is long-term value in AI-related investments but remain selective given elevated valuations.…
POET Technologies Stock: Sell Before This Goes Lower
POET shares plunge nearly 50% as Marvell cancels all orders.…
AMD: Strong AI Tailwinds, But Valuation Is Getting Ahead Of Reality
Advanced Micro Devices, Inc. benefits from AI data center growth and hyperscaler deals but faces Nvidia and rich valuation. Click for this AMD stock update.…
Demand Surge Fuels Taiwan Semiconductor Manufacturing Company’s (TSM) Rally
Micron: Understanding If That Was The Mid-Cycle Correction
Micron is a bull of its own, as its sentiment cycles are led by unorthodox rally structures. Find out why MU stock is a Hold.…
Intel's Comeback Is No Longer A Theory
Intel Corporation is evolving from a legacy PC chipmaker to a critical AI infrastructure and foundry platform, driving a strategic revaluation. Learn more about INTC stock here.…
Microchip Q4 Preview: The AI Data Center End-Market Is Getting Important
Microchip Technology Incorporated Q4 ’26 earnings preview: modest beat expected on cautious guidance and backlog. Click for this MCHP stock update.…
SOXL: The Move Isn't Over
Direxion Daily Semiconductor Bull 3X Shares ETF is driven by robust semiconductor sector fundamentals and technical momentum. See why SOXL is a Buy.…
Nvidia leads semiconductor selloff after OpenAI misses user goals - Investing.com
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
Oracle, CoreWeave shares drop after report of OpenAI missing growth targets
CFO Sarah Friar expressed concerns about the company’s ability to pay for computing contracts if its revenue stalled, media report says…
OpenAI misses targets, triggering semiconductor and AI stock sell-off - Crypto Briefing
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
Intel: Back On Top, But Maybe Not For Long
Intel Corporation delivered a Q1 '26 revenue beat, surging 24% post-earnings, driven by strong data center and AI-related demand. Learn more about INTC stock here.…
Nvidia leads semiconductor selloff after OpenAI misses user goals
Nordic Semiconductor ASA (NDCVF) Q1 2026 Earnings Call Transcript
Nordic Semiconductor ASA (NDCVF) Q1 2026 Earnings Call April 28, 2026 2:00 AM EDTCompany ParticipantsStale Ytterdal - Senior Vice President of IR &...…
Wolfspeed: Still Not Convinced After The Bankruptcy - Earnings Preview
Wolfspeed (WOLF) rated Sell: $8.42 target vs ~$29 after Chapter 11. Despite lower debt, margins and guidance stay weak.…
Scientists create electronic devices that function reliably at extreme temperatures from 500 degrees Celcuis to absolute zero — advanced semiconductor material unlocks new possibilities in space tech and quantum computing
The technology has massive potential in space technology and quantum computing…
ASML: Potential Bull Trap As AI Super Cycle Continues - Reiterate Hold
ASML stands to benefit as the first in-line AI beneficiary of the multi-year cloud spending trends. Find out why the stock is a Hold.…
AI boom tests GOP’s midterm affordability pitch as price pain spreads
GOP lawmakers say a chip shortage fueled by the global AI race is pushing up consumer prices, undermining their cost-of-living message for 2026 midterms.…
Micron: Why I Think Another Leg Is Around The Corner
Micron stock is up 200% yet may have more upside from AI demand, strong earnings, and low forward P/E. Click here to read an analysis of MU stock now.…
Ichor's Margin Inflection Is Taking Shape Ahead Of Q1
Ichor Holdings benefits from AI-driven demand for advanced logic, HBM, and advanced packaging. Read why ICHR stock is a Strong Buy.…
Nordic Semiconductor ASA 2026 Q1 - Results - Earnings Call Presentation
2026-04-28. The following slide deck was published by Nordic Semiconductor ASA in conjunction with their 2026 Q1 earnings call.…
Un-sanctioned: China to welcome Dutch trade minister amid Nexperia, ASML discord
Source says Beijing has quietly dropped an old sanctioning of Sjoerd Sjoerdsma, who recently spoke of wanting to lead a Dutch trade mission to China.…
South Korea passes U.K. to become world’s eighth-largest stock market
The total market capitalization of Korean-listed companies has surged more than 45% this year to $4.04 trillion, while the U.K.'s has climbed about 3% to $3.99 trillion.…
Nordic Semiconductor Q1 net profit surges on robust IoT chip demand
Rambus Inc. 2026 Q1 - Results - Earnings Call Presentation
2026-04-27. The following slide deck was published by Rambus Inc.…
Cadence Design Systems, Inc. (CDNS) Q1 2026 Earnings Call Transcript
Cadence Design Systems, Inc. (CDNS) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDTCompany ParticipantsRichard Gu - Vice President of Investor...…
Amkor Technology, Inc. (AMKR) Q1 2026 Earnings Call Transcript
Amkor Technology, Inc. (AMKR) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDTCompany ParticipantsJennifer Jue - Vice President of Investor Relations &...…
Indie Semiconductor president Aoki sells $342,218 in stock
Rambus Inc. (RMBS) Q1 2026 Earnings Call Transcript
Rambus Inc. (RMBS) Q1 2026 Earnings Call April 27, 2026 5:00 PM EDTCompany ParticipantsJohn Allen - Interim CFO, VP of Accounting & Chief Accounting...…
SHOC: Concentrated Bet On The Semiconductor Supercycle
The Strive US Semiconductor ETF offers concentrated exposure to leading US semiconductor stocks, with the top 10 holdings comprising 75% of assets. Learn more about the SHOC ETF he…
Micron: The Cycle Is Evolving, Not Disappearing
Micron's AI infrastructure will elevate the cyclical earnings floor, though industry cyclicality persists in an evolved form. Learn why MU stock is a buy.…
MaxLinear: Re-Rated Too Far, Too Fast
MaxLinear has pivoted from legacy broadband chips to AI-driven optical data center interconnects. Find out why MXL stock is a hold.…
Advantest Corporation 2026 Q4 - Results - Earnings Call Presentation
2026-04-27. The following slide deck was published by Advantest Corporation in conjunction with their 2026 Q4 earnings call.…
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story.…
Intel: Pump The Brakes
Intel stock surged nearly 300% on short-term CPU demand and price hikes, but valuation looks stretched. Read the full analysis here.…