Monday, June 15, 2026

#Semiconductors

33 articles

SOXX Gains 79% YTD as AI Supercycle Broadens Into Edge Hardware, Quantum, and Geopolitics

Investment Strategy

SOXX Gains 79% YTD as AI Supercycle Broadens Into Edge Hardware, Quantum, and Geopolitics

Salvado•Jun 13, 2026

SOXX Up 79% YTD Before 10% Sell-Off as Rising ASIC Costs Lock Out New Entrants

Supply Chain Economics

SOXX Up 79% YTD Before 10% Sell-Off as Rising ASIC Costs Lock Out New Entrants

Salvado•Jun 11, 2026

ASIC Design Costs Have Nearly Doubled Since FinFET Era, Concentrating Chip Power in Fewer Hands

Tech Investment & Industrial Economics

ASIC Design Costs Have Nearly Doubled Since FinFET Era, Concentrating Chip Power in Fewer Hands

Salvado•Jun 5, 2026

Nvidia's 20% Surge and a 2027 Rare Earth Ban Are Reshaping the Semiconductor Investment Stack

Strategic Investment

Nvidia's 20% Surge and a 2027 Rare Earth Ban Are Reshaping the Semiconductor Investment Stack

Salvado•May 21, 2026

Analog Devices Revenue Jumps 30% as AI Data Center Spending Lifts Semiconductor Suppliers

Tech Industry Growth

Analog Devices Revenue Jumps 30% as AI Data Center Spending Lifts Semiconductor Suppliers

Salvado•May 17, 2026

Intel Surges 240%, AMD 112% YTD as AI Re-rates CPU Makers Above Nvidia

Corporate Strategy

Intel Surges 240%, AMD 112% YTD as AI Re-rates CPU Makers Above Nvidia

Salvado•May 12, 2026

Semiconductor Stocks Gain 10.5% While Fintech Falls 3.6% as AI Infrastructure Dominates Investor Preference

Corporate Finance

Semiconductor Stocks Gain 10.5% While Fintech Falls 3.6% as AI Infrastructure Dominates Investor Preference

Salvado•Apr 20, 2026

Tech Giants Pivot to Vertical Integration as AI Chip Demand Reshapes Semiconductor Partnerships

Corporate Strategy

Tech Giants Pivot to Vertical Integration as AI Chip Demand Reshapes Semiconductor Partnerships

Salvado•Apr 20, 2026

Semiconductor Firms Draw Institutional Capital as AI Chip Demand Surges Amid Supply Chain Shift

Corporate Finance

Semiconductor Firms Draw Institutional Capital as AI Chip Demand Surges Amid Supply Chain Shift

Salvado•Apr 15, 2026

Memory Chip Makers Surge 450% While Intel Falls 26% in AI Infrastructure Shift

Tech Investment

Memory Chip Makers Surge 450% While Intel Falls 26% in AI Infrastructure Shift

Salvado•Apr 13, 2026

AI Chip Demand Drives $31M Orders as U.S. Rare Earth Ban Forces Supply Chain Restructuring

Supply Chain Finance

AI Chip Demand Drives $31M Orders as U.S. Rare Earth Ban Forces Supply Chain Restructuring

Salvado•Apr 12, 2026

Samsung AMD Partnership Signals Semiconductor Shift to AI Memory Infrastructure

Corporate Investment

Samsung AMD Partnership Signals Semiconductor Shift to AI Memory Infrastructure

Salvado•Apr 9, 2026

AI Chip Stocks Outpace Software Providers as Market Pivots to Infrastructure

Corporate Finance

AI Chip Stocks Outpace Software Providers as Market Pivots to Infrastructure

Salvado•Apr 9, 2026

US-China chip restrictions drive dual AI infrastructure markets as Huawei accelerates domestic alternative

Corporate Strategy

US-China chip restrictions drive dual AI infrastructure markets as Huawei accelerates domestic alternative

Salvado•Mar 30, 2026

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Concerns Amid China Trade Tensions

Supply Chain & Markets

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Concerns Amid China Trade Tensions

Salvado•Mar 29, 2026

Marvell, Samsung Drive Custom AI Chip Demand as Supply Chain Restructuring Accelerates

Corporate Finance

Marvell, Samsung Drive Custom AI Chip Demand as Supply Chain Restructuring Accelerates

Salvado•Mar 22, 2026

Semiconductor Giants Split on AI Chips vs. Memory as Aliro Standard Unites Access Control Market

Corporate Strategy

Semiconductor Giants Split on AI Chips vs. Memory as Aliro Standard Unites Access Control Market

ViaNews Editorial Team (Finance)•Mar 8, 2026

AMD Raises AI Chip Revenue Forecast to Double-Digit Billions, Launches MI350 Series

Corporate Finance

AMD Raises AI Chip Revenue Forecast to Double-Digit Billions, Launches MI350 Series

ViaNews Editorial Team (Finance)•Mar 7, 2026

AI Infrastructure Providers Race to Deploy 1.6Tbps Interconnects as Compute Demands Surge

Corporate Finance

AI Infrastructure Providers Race to Deploy 1.6Tbps Interconnects as Compute Demands Surge

ViaNews Editorial Team (Finance)•Mar 5, 2026

Lumentum Undershipping AI Photonics Demand by 30% Through 2027, $400M+ Backlog Signals Multi-Year Supply Crunch

Supply Chain Risk

Lumentum Undershipping AI Photonics Demand by 30% Through 2027, $400M+ Backlog Signals Multi-Year Supply Crunch

ViaNews Editorial Team (Finance)•Mar 5, 2026