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Semiconductor Stocks

Semiconductor stocks refer to publicly traded companies involved in the production and development of microchips, integrated circuits, and related technologies. These firms supply essential components for computers, smartphones, automotive systems, and industrial equipment. The sector is closely watched by investors due to its role in powering modern electronics and its sensitivity to global demand cycles, supply chain disruptions, and technological innovation.

China's Chip Revenue Hits Record $245 Billion As SMIC and CXMT Lead the Pack: ETFs to Watch
China's Chip Revenue Hits Record $245 Billion As SMIC and CXMT Lead the Pack: ETFs to Watch
Lam Research to Spend More Than $3 Billion Expanding Its Global Chip R&D Network, CEO Tim Archer Says 'The Pace of Innovation Is Relentless'
Lam Research to Spend More Than $3 Billion Expanding Its Global Chip R&D Network, CEO Tim Archer Says 'The Pace of Innovation Is Relentless'
CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: CRWV Stock Rises 19% (UPDATED)
CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: CRWV Stock Rises 19% (UPDATED)
Lam Research to Spend More Than $3 Billion Expanding Its Global Chip R&D Network, CEO Tim Archer Says 'The Pace of Innovation Is Relentless'
Lam Research to Spend More Than $3 Billion Expanding Its Global Chip R&D Network, CEO Tim Archer Says 'The Pace of Innovation Is Relentless'
CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: CRWV Stock Rises 19% (UPDATED)
CoreWeave Cashes in on the AI Gold Rush With a 25% Price Hike, and Customers are Still Lining Up: CRWV Stock Rises 19% (UPDATED)
The AI Boom Has a New Bottleneck: Super Micro Customers Can’t Deploy Servers Fast Enough
The AI Boom Has a New Bottleneck: Super Micro Customers Can’t Deploy Servers Fast Enough
Jim Cramer Asks if Wall Street's 'Long Knives' for Nvidia Should Stay Sheathed as CoreWeave Powers Neocloud Optimism
Jim Cramer Asks if Wall Street's 'Long Knives' for Nvidia Should Stay Sheathed as CoreWeave Powers Neocloud Optimism

Semiconductor Stocks Recent News

The AI Chip Trade Is Getting Bigger — and More Leveraged. Meet REX’s New 3X Bets
The AI Chip Trade Is Getting Bigger — and More Leveraged. Meet REX’s New 3X Bets
AI chip demand is fueling record semiconductor ETF inflows. REX’s new 3X ETNs offer leveraged bullish and bearish exposure as volatility rises.
Michael Burry Warns Today's AI Boom Could Become Tomorrow's 'Ghost Towns' Despite Surging Demand
Michael Burry Warns Today's AI Boom Could Become Tomorrow's 'Ghost Towns' Despite Surging Demand
Michael Burry warned the AI boom could end in overcapacity, leaving today's winners at risk of becoming tomorrow's "ghost towns.
Western Digital Says AI Customers Are Already Negotiating Storage Deals Through 2031: 'Visibility Remains Very Strong'
Western Digital Says AI Customers Are Already Negotiating Storage Deals Through 2031: 'Visibility Remains Very Strong'
Western Digital said AI customers are negotiating storage deals through 2031, boosting visibility into future demand.
SanDisk Stock Falls 7.96% After Hours as Memory Chip Company Crushes Earnings, but Analyst Says Investors Need a 'Leap of Faith'
SanDisk Stock Falls 7.96% After Hours as Memory Chip Company Crushes Earnings, but Analyst Says Investors Need a 'Leap of Faith'
SanDisk posted a quarterly earnings beat, but cautious guidance and margin concerns pushed the stock lower after hours.
Ross Gerber Says July Tech Correction Was About Taking Leopold Aschenbrenner's Money and Offers a Lesson: 'Experience Matters'
Ross Gerber Says July Tech Correction Was About Taking Leopold Aschenbrenner's Money and Offers a Lesson: 'Experience Matters'
Ross Gerber said the forced unwind of Leopold Aschenbrenner's AI fund fueled July's technology selloff.
Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally
Big Tech's $1.2 Trillion Hyperscaler AI Bet Could Ignite the Next Semiconductor ETF Rally
Bank of America sees hyperscaler AI capex topping $1.2 trillion. Here's how semiconductor ETFs like SMH, SOXX and DRAM could benefit.
Semiconductor ETF SOXX’s Worst Month Since 2002: 'A Significant Discount,' Ed Yardeni Says
Semiconductor ETF SOXX’s Worst Month Since 2002: 'A Significant Discount,' Ed Yardeni Says
The iShares Semiconductor ETF SOXX suffered its worst month since 2002. Ed Yardeni says chip stocks now trade at a discount.
Morgan Stanley's Latest AI Call Could Spark a Comeback in Momentum ETFs. Time to Buy the Dip?
Morgan Stanley's Latest AI Call Could Spark a Comeback in Momentum ETFs. Time to Buy the Dip?
Morgan Stanley says the AI-led momentum selloff may create a buying opportunity. These ETFs could benefit from the market rotation.
AMD Q2 Earnings Preview: Can Lisa Su's AI Strategy Prove the Structural Shift Is Real?
AMD Q2 Earnings Preview: Can Lisa Su's AI Strategy Prove the Structural Shift Is Real?
AMD reports earnings Tuesday as investors look for proof CEO Lisa Su's "structural shift" is translating into sustained growth.
Chip Stocks Are Crashing— but This Analyst Says AI Chip Demand Still Outpaces Supply Until At Least 2028: 'You Just Don't Have The..'
Chip Stocks Are Crashing— but This Analyst Says AI Chip Demand Still Outpaces Supply Until At Least 2028: 'You Just Don't Have The..'
Wolfe Research's Chris Caso says AI chip supply remains capacity constrained as memory makers and foundries struggle to meet demand.
Mohamed El-Erian Warns AI Financing Strains Are 'Much Broader' Than Any Single Company, Market Commentator Warns 'Time Bomb' Could Affect Economy
Mohamed El-Erian Warns AI Financing Strains Are 'Much Broader' Than Any Single Company, Market Commentator Warns 'Time Bomb' Could Affect Economy
Mohamed El-Erian warns AI financing strains and rising government borrowing are reshaping credit markets.
Samsung Stock Jumps Over 6% In Seoul as AI Memory Business Delivers Record Profit: 'Supply Constraints' Expected to Continue
Samsung Stock Jumps Over 6% In Seoul as AI Memory Business Delivers Record Profit: 'Supply Constraints' Expected to Continue
Samsung shares rose after record Q2 operating profit beat estimates as AI memory demand offset weakness in its mobile business.
As China's Memory Industry Grows, SK Hynix Dismisses Glut Fears: 'We Do Not Believe' Oversupply Is Near
As China's Memory Industry Grows, SK Hynix Dismisses Glut Fears: 'We Do Not Believe' Oversupply Is Near
SK Hynix reassures investors that its AI memory production expansion plans will not create immediate oversupply.
SK Hynix Stock Dips 2% in Wednesday Premarket After Profit Miss as Jim Cramer Calls the Results Not That 'Bad' (UPDATED)
SK Hynix Stock Dips 2% in Wednesday Premarket After Profit Miss as Jim Cramer Calls the Results Not That 'Bad' (UPDATED)
SK Hynix reports record earnings, misses operating profit estimates as AI memory demand remains strong.
Mark Cuban Says Nvidia Is the IPO 'Funding Everyone and Anyone,' but AI Financing Isn't Bulletproof: 'One Breakthrough... Could Crumble It'
Mark Cuban Says Nvidia Is the IPO 'Funding Everyone and Anyone,' but AI Financing Isn't Bulletproof: 'One Breakthrough... Could Crumble It'
Mark Cuban compares NVIDIA's AI boom to the dot-com era, warning one rival chip breakthrough "could crumble" it.
Jim Cramer Sticks With Nvidia Despite Chip Rout: 'I Still Own It. Don't Trade It.'
Jim Cramer Sticks With Nvidia Despite Chip Rout: 'I Still Own It. Don't Trade It.'
Jim Cramer called Nvidia's recent selloff "absurd," saying it hasn't changed his long-term conviction in the AI chipmaker.
More Than $1 Trillion Wiped Out as China Chip Fears Slam Nvidia, SK Hynix, Micron and Memory Stocks: ETFs to Watch
More Than $1 Trillion Wiped Out as China Chip Fears Slam Nvidia, SK Hynix, Micron and Memory Stocks: ETFs to Watch
Over $1T was wiped from U.S. stocks Monday, with more than half the losses concentrated in six memory-related chip stocks.
EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says
EXCLUSIVE: After Nvidia And SK Hynix, These 3 AI Stocks Could Be The Next Winners, CEO Says
After Nvidia and SK Hynix, GraniteShares CEO Will Rhind says Broadcom, Marvell and TSMC could be the next AI winners.
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