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
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
Semiconductor stock charts just formed this bearish shape that signals more potential losses
Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans
Latest Coverage
Bank of Korea Warns on Derivatives Tied to Korean Chipmakers
A chip stock jumps 11.7% as AI demand drives a guidance boost
Qualcomm Signs Deal to Provide Amazon With Custom AI Chips
Intel Climbs 5% on High-NA EUV Production Lead, ASML and Taiwan Semiconductor Advance 3%
Analog Devices to buy Alif Semiconductor for $1.35 billion - Reuters
TSMC’s High-NA Plan Gives ASML a Catalyst, but Investors Face Two Different Timelines
Nvidia-Backed Firm in Indonesia Signs $3.1 Billion GPU Loan - Bloomberg.com
TSMC's Arizona Bet Was My Biggest Worry In July - Now It's My Best Argument
OpenAI says working with Samsung on next-generation chips, deepening cooperation - Reuters
Chipotle's new restaurant in a hip Seoul neighborhood tests its Asian expansion strategy
Nvidia Is No Longer Just a Chip Company. It’s the Infrastructure Platform for All of AI
Asian stocks mixed as chip rally offsets oil-fueled inflation concerns
Entegris (ENTG) Positions to Benefit From Rebounding Wafer Starts and Memory Capex
OpenAI offers AI for chip design, touts cost advantage over open-source, CFO says
Kioxia Dismisses SK Hynix Tie-Up, Vows to Ease Chip Price Rises - Bloomberg.com
OpenAI offers AI for chip design, touts cost advantage over open-source, CFO says - Reuters
Japan manufacturers’ mood hits near 5-year high on semiconductor demand: Reuters poll
Asian Chip Stocks Set for Gains, Brent Nears $100: Markets Wrap - Bloomberg.com
Asian Chip Stocks Set for Gains, Brent Nears $100: Markets Wrap
Memory chips have come to rule the AI boom. Why Micron’s reign could be here to stay.
Watch Qualcomm CFO on Amazon AI Chip Deal, Data Center Strategy - Bloomberg.com
Is Microchip Technology Stock Underperforming the S&P 500?
Two chips stocks may signal the path forward for the market, says NYSE insider Jay Woods
Navitas Semiconductor Corporation (NVTS) Presents at Citi's 2026 Global TMT Conference Transcript
OpenAI is spurring an under-the-radar run in Softbank and other chip stocks
Qualcomm, Amazon strike $4 billion custom chip deal - Reuters
Alphabet’s CapitalG Backs AI Chip Startup Celero at $3 Billion Value - Bloomberg.com
Qualcomm’s stock climbs as Amazon chip deal offers investors some much-needed good news
Qualcomm, Amazon to develop custom chips for AI data centers
Qualcomm Signs Deal to Provide Amazon With Custom AI Chips - Bloomberg.com
ASML breaks ground on new manufacturing facilities in major expansion - Reuters
ON Semiconductor's Bull Trap Over: Brilliant AI-Driven Portfolio Renewal
TSMC, Samsung commit to ASML’s newest chipmaking tools as AI drives demand
Semiconductor ETFs: The Good, The Bad, And The Ugly
Clean energy and chip stocks rallied hard. The next rotation is already underway
ASML to work with major chipmakers to use latest tools for larger chips - reuters.com
ASML Wins Over TSMC, Samsung for New EUV Machines as AI Demand Surges - Bloomberg.com
Microchip Technology: This Chip Stock Is Cheaper Than It Seems
Asian stocks mixed as chipmakers rally, oil and rate risks cap gains
Arm Mali G2-Ultra NX GPU: desktop-class mobile gameplay with AI-native graphics
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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.