Semiconductor Industry News
Chip industry news including foundry, memory, equipment, and AI accelerator developments.
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$NVDA · NVIDIA$AVGO · Broadcom$AMD · Advanced Micro Devices$INTC · Intel$TSM · TSMC$MU · Micron Technology$QCOM · Qualcomm$ARM · Arm Holdings$ASML · ASML Holding$MRVL · Marvell Technology$LRCX · Lam ResearchLatest Analysis
World stocks hit one-month low as chip rout worsens
Stock market today: S&P 500, Nasdaq futures slide as chip sell-off deepens
AI sell-off deepens as chip stocks slump in market retreat - business live
South Korea's Naver jumps 10% on Nvidia's $1 billion investment plan
Japanese, Korean Stocks Tumble as Chip Selloff Intensifies
Nvidia's $250 Billion OpenAI Guarantee Puts AI Capex Concerns Back in Focus
Semiconductor stock charts just formed this bearish shape that signals more potential losses
Apple overtakes Nvidia as most valuable company as iPhone maker avoids 'capex pitfalls'
Nvidia Credit Risk Jumps in Swaps Market on AI Deal Talk Reports
China’s home-grown DUV progress not the biggest threat to ASML, analysts say
Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
Latest Coverage
SK hynix to mark groundbreaking of $3.9 bn Indiana fab, possible Chey-Huang meeting draws attention
Apple has a plan to fix its memory chip problem, but the US government says no
Show HN: I built a native app for coding agents with Rust and GPUI
AI-Assisted GPU Porting of a 250k Line Legacy Weather Simulation Code
Lip-Bu Tan Investing $12 Million of His Own Money into Intel Raise: Daniel Newman Calls It a ‘Strong Sign of Confidence’ in Chipmaker’s Future
Stansefabrikken Automotive Uab - Bloomberg.com
AI ‘Chipflation’ Washes Ashore in the UK Economy - Bloomberg.com
NVDA Stock Alert: Nvidia CEO Jensen Huang Says Chips Are ‘Investable Asset Class’
SK Hynix Approved $38 Billion of New Memory Fabs That Won't Produce a Chip Before December 2028
Lutnick Draws Red Line: "Great American Companies" Shouldn't Use Chinese Memory Chips
Nvidia, ASML Lead Five Stocks Near Buy Points With Roaring Growth
Not Nvidia. Not AMD. This Chip Stock Will Be the Biggest Winner of the Historic AI Semiconductor Boom - The Motley Fool
Modi Puts Chips, Nuclear Power at Heart of India Push
US presses Apple to avoid Chinese memory chips amid shortage - WSJ reports
Chinese chipmaker SMIC increases prices on strong AI demand
Modi Vows Chip Plants, Nuclear Reactors in India Growth Push
Modi Vows Chip Plants, Nuclear Reactors in India Growth Push - Bloomberg.com
Microchip Technology (MCHP) Signals Cyclical Recovery with Q4 Beat and Strong Guidance
Michael Burry doubles down on Nvidia short after $500B chip deal he calls a 'Wall Street stunt' with 'shades of Enron'
Cheesecake Factory is crushing Chipotle in a restaurant rotation not seen in a decade: Chart of the Day
SEC filing shows Softbank initiates stake in Capital One; sells 71.5% of its Taiwan Semi holdings
A Contract-Grade Verifier for LLM-Generated GPU Kernels
SEC filing shows Softbank initiates stake in Capital One; sells 71.5% of its Taiwan Semi holdings - Reuters
Memory chips vs. optical: why institutions favor memory’s scale and growth
Sandisk is flying high. How to use options to generate income from this memory chip giant
Kog is going deeper to squeeze more inference out of GPUs
BWS Financial raises Adeia stock price target on chip demand
Private credit roundup: Nvidia's half trillion for chips financing, plus others - Reuters
Valens Semiconductor: Decent Q2, But Still A Long Road To Profitability
HashAgent – Share an AI agent as a URL, runs locally via WebGPU
For the love of god stop using CPU limits in Kubernetes
AI Chipmaker Cerebras Says Core Revenue Jumped 103% In Q2
Tata chairman’s shock exit move puts JLR owner's bets on chips, iPhones and Air India at risk
Valens Semiconductor Q2 Earnings Call Highlights
SMIC shares climb on strong Q2 earnings, broader chipmakers up
Chinese chipmaker SMIC increases prices on strong AI demand
Chinese chipmaker SMIC increases prices on strong AI demand - Reuters
Japan Stocks Rise as US Rate-Hike Bets Ease, AI Chip Shares Gain - Bloomberg.com
Asian Memory Chipmakers Rise as Sandisk Outlook Lifts Confidence
Asian Memory Chipmakers Rise as Sandisk Outlook Lifts Confidence - bloomberg.com
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What is Semiconductor Industry?
Chip industry news including foundry, memory, equipment, and AI accelerator developments.
Which stocks are in the Semiconductor Industry space?
Commonly tracked tickers include NVDA, AVGO, AMD, INTC, TSM. Catalayer maintains curated ticker pages with live news at /stocks/ for each.
Why does Semiconductor Industry matter for investors?
Semiconductor Industry influences market sentiment, sector rotation, and individual stock valuations. Catalayer’s Market Intelligence tier adds AI-powered event classification so you can see which stories are likely to move prices.
How can I monitor Semiconductor Industry in real time?
Create a custom keyword monitor on Catalayer with any of these terms: semiconductor, chip, foundry, gpu, cpu, wafer. Free accounts get 1 monitor; Plus ($29/mo) unlocks 5 simultaneous monitors with boolean rules.