Ideal Power (NASDAQ: IPWR) used its third-quarter report to show how its B-TRAN semiconductor technology is moving into AI data centers. The company is working…
November 12, 2026
November 09, 2026
Inside the Chip Sell-Off: What Four Small-Cap Chipmakers Reported
AI reached 20% of Alpha and Omega’s revenue and inTest posted record orders, while indie narrowed its losses and GSI worked through supply constraints. Last…
November 05, 2026
Alpha and Omega Semiconductor Sinks About 15% Ahead of Tonight’s Results as the Chip Rout Drags the PRISM Semiconductors Index Down 12%
Alpha and Omega Semiconductor Limited (NASDAQ: AOSL), a supplier of power semiconductors for PCs, AI servers, smartphones and cars, fell about 15% on November 5,…
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…
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 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…
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…
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…
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….
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 (SKHY) is drawing fresh bullish attention this morning, and a new tie-up with Sandisk (SNDK) sits at the center of the story. William…
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…