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Home semiconductor stock

Tag: semiconductor stock

Marvell (MRVL) and SK hynix (SKHY) each fell 8% premarket on AI slowdown warnings. One trades at 78x earnings, the other at 11x. The split matters.
September 14, 2026

Two Ways to Own the AI Memory Trade: Marvell and SK hynix Both Drop 8% on the Same Headline

Marvell Technology, Inc. (Nasdaq: MRVL) and SK hynix Inc. (Nasdaq: SKHY) led the semiconductor selloff Monday morning after Anthropic CEO Dario Amodei published a 3,800-word…

Nvidia's AI server price increase exceeds 15% as memory costs soar, hitting NVDA, MU, SNDK and WDC just days before Q2 earnings. Here's what it signals.
August 31, 2026

NVIDIA Hikes AI Server Prices More Than 15% as the Memory Crunch Reaches the Data Center

NVIDIA (NASDAQ: NVDA) has warned its largest customers to expect price increases exceeding 15% on AI server systems, according to reports circulating Monday. Soaring memory…

Marvell Q2 earnings topped estimates with data center revenue up 46% and strong Q3 guidance. MRVL still fell 5%+. Here is what the selloff is really about.
August 28, 2026

Marvell Technology Beats and Raises on AI Demand — Then the Stock Sells Off

Marvell Technology (Nasdaq: MRVL) cleared every line of Wall Street’s second-quarter model, guided the current quarter well above consensus, and told investors it is raising…

Broadcom's AI debt backstops drove CDS to a record 122 bps after a $100 billion off-balance-sheet chip-leasing vehicle. BofA sees $370B senior debt by 2029.
August 24, 2026

Broadcom AI Debt Backstops Push Credit Risk to a Record

Broadcom’s (NASDAQ: AVGO) AI debt backstops have pushed the company’s credit default swaps to a record 122 basis points, and bond investors — not equity…

Nasdaq MarketSite in Times Square, representing Trio-Tech International’s planned move to the Nasdaq Global Market under ticker TRT.
August 19, 2026

Trio-Tech Set to Join Nasdaq Global Market as AI and Auto Chip Demand Drives Growth

Key Points Trio-Tech’s Nasdaq Global Market listing is expected to begin at the market open on September 16, 2026. The company will retain its existing…

Intel's $15B share sale sent INTC down 5% on dilution concerns, while AMD, NVIDIA and Broadcom held firm. Here's what it means for Intel's foundry push.
August 10, 2026

Intel (INTC) Slides 5% After Launching $15B Share Sale — While AMD, NVIDIA and Broadcom Hold Firm

Intel (INTC) opened Monday under pressure, falling roughly 5% to $96.97 after the chipmaker unveiled a proposed $15 billion underwritten public offering of common stock….

TSMC July revenue jumped 44.7% to $14.5B as AI chip demand accelerated, pushing the chipmaker past its 2026 guidance. See the key numbers and market impact.
August 10, 2026

TSMC (TSM) July Revenue Soars 44.7% as AI Chip Demand Accelerates

Taiwan Semiconductor Manufacturing Co. (TSM) reported July revenue of NT$467.58 billion ($14.5 billion), a 44.7% jump from a year earlier, and the surge underscores how…

SK Hynix stock could climb 80%, says William Blair, calling SKHY the "memory leader for the AI era" as its Sandisk partnership lifts SNDK shares 6%.
August 04, 2026

SK Hynix Eyes 80% Upside as Sandisk Partnership Sharpens Its AI-Memory Edge

SK Hynix (SKHY) is drawing fresh bullish attention this morning, and a new tie-up with Sandisk (SNDK) sits at the center of the story. William…

July 17, 2026

The Chip Selloff Nears a Bear Market, and the Internals Tell a Sharper Story

Semiconductors have shed about $3.3 trillion since June. But the sector leader is holding, money is rotating rather than fleeing, and a new Chinese AI…

Japan will buy 27,500 Nvidia Rubin chips (NVDA) to build a $2.4B sovereign AI model for robots — a "third option" beyond US and Chinese systems. Here's the plan.
July 16, 2026

Japan Bets Big on Nvidia’s Rubin Chips to Build a “Third Option” in Sovereign AI

Japan is making a decisive move into sovereign artificial intelligence. The country plans to purchase 27,500 next-generation Rubin chips from Nvidia (NVDA) to build a…

https://www.dropbox.com/scl/fi/jf8mxkbgg3axesj8czrgo/Screenshot-2026-07-06-at-1.36.48-PM.png?rlkey=my2lcuxnps9cjlslkxq3iqgty&dl=0
July 06, 2026

Broadcom Lands Expanded Apple Chip Deal Through 2031

 Broadcom (NASDAQ: AVGO) just deepened one of the most closely watched relationships in tech. In a Monday SEC filing, the chipmaker confirmed it will design…

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