AMD gained 142% year-to-date as agentic AI drives strong CPU demand, with management confident the company can capture significant market share from competitors

Intel shares climbed as CEO Lip-Bu Tan signals interest from multiple customers for foundry services, while Trump's remarks about domestic chip manufacturing pr

Broadcom's AI revenue surged in Q2 2026, but earnings miss and guidance concerns triggered a stock decline despite strong fundamentals.

Nvidia shares retreated amid valuation concerns and China export restrictions, yet multiple analysts argue the pullback creates entry points for long-term inves

Jensen Huang identified a new constraint in AI infrastructure, prompting analyst interest in alternative semiconductor plays beyond Nvidia.

Qualcomm is adapting data-center silicon for smartphones and cars while acquiring AI software startup Modular for $3.9 billion to bolster its AI capabilities.

ASML bought back 100 million euros of stock while navigating intensifying export restrictions on lithography tools to China and advancing high-NA EUV adoption.

Taiwan authorities raided Super Micro's offices as part of a widening probe into alleged illegal exports of Nvidia AI chips to China.

Micron rebounded after Wall Street upgrades and positive comments from Nvidia's Jensen Huang, though Michael Burry has added bearish positions against memory ma

China is advancing domestic semiconductor capabilities despite U.S. export controls, with Huawei positioning itself to benefit from Nvidia China restrictions.

A Chinese AI chip startup exited stealth with advanced 3D stacking technology designed to circumvent U.S. export controls and compete in high-performance comput

Three major firms partnered to build an AI infrastructure fund, underscoring the scale of capital required to support data center buildouts globally.

South Korean memory giants announced plans to build manufacturing capacity in the U.S., reinforcing domestic supply chain resilience.

Wall Street remains divided on whether Nvidia is undervalued or AMD overvalued, underscoring debate over which company offers better risk-reward.

Semiconductor shares outpaced all other sectors in the first six months of 2026, driven by explosive demand for AI training and inference.

Software companies rallied after Nvidia announced partnerships to commercialize sovereign AI, signaling broader ecosystem expansion beyond chip sales.

Cramer attributed recent semiconductor weakness to holiday trading patterns and highlighted Broadcom and Intel as best performers among chip stocks.

The Big Short investor is building bearish positions against memory and AI chip makers, signaling skepticism about semiconductor valuations.