As the Q2 earnings season wraps, let’s dig into this quarter’s best and worst performers in the semiconductor manufacturing industry, including Amkor (NASDAQ:AMKR) and its peers.
The global semiconductor industry finds itself at a pivotal juncture, navigating a complex interplay of fluctuating interest rates, an increasingly unstable geopolitical landscape, and the insatiable demand ignited by the "AI Supercycle." Far from merely reacting, chipmakers are strategically reorienting their investments and accelerating innovation, particularly in the realm of AI-related semiconductor production. This proactive [...]
The world's ten richest people gained nearly a combined $60 billion on Monday as global markets rallied amid hopes of easing trade tensions between the United States and China.
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL)
jumped 4.6% in the afternoon session after analysts at UBS raised their price target on the stock, while the broader semiconductor sector also experienced a rally.
Semiconductor companies rebounded from selloff, boosted by Trump's positive remarks on China trade and OpenAI's $500 billion chip initiative with Broadcom.
Broadcom (NASDAQ: AVGO) shares experienced a significant surge on Monday, October 13, 2025, following the official announcement of a strategic, multi-year collaboration with OpenAI to co-develop and deploy custom Artificial Intelligence (AI) accelerators. This landmark partnership, which formalizes a previously hinted $10 billion customer commitment, sent Broadcom's stock soaring by
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the semiconductor manufacturing industry, including Marvell Technology (NASDAQ:MRVL) and its peers.
As of October 2, 2025, Marvell Technology (NASDAQ: MRVL) stands as a pivotal American semiconductor company, headquartered in Santa Clara, California. It specializes in designing and producing semiconductors and related technology for data infrastructure, spanning from the data center core to the network edge. Founded in 1995, Marvell has grown to over 6,500 employees, holding [...]
New York, NY – October 10, 2025 – Despite a landscape frequently marked by geopolitical tensions and supply chain complexities, the semiconductor industry is on a trajectory of sustained growth and resilience. This optimistic outlook comes from Joshua Buchalter, a senior analyst at TD Cowen, who foresees the sector continuing to "grind higher," driven by [...]
A number of stocks fell in the afternoon session after the threat of a 'massive increase' in tariffs on Chinese goods by President Donald Trump, reignited fears of a trade war.
The Nasdaq 100, a key barometer for the US technology sector, is currently experiencing significant valuation pressures and a notable retreat from its recent highs. This market shift, observed around early October 2025, is primarily driven by a complex interplay of factors: the subtle cooling of aggressive Federal Reserve (Fed)
A number of stocks jumped in the afternoon session after renewed confidence in the artificial intelligence sector fueled a market rally as Nvidia's CEO confirmed that computing demand has "gone up substantially."
