Semiconductor Ishares ETF (SOXX)

Marvell Technology has significantly outperformed the broader market over the past year, while analysts remain highly optimistic about its future growth prospects.

Despite Texas Instruments trailing the semiconductor industry’s returns, it has outpaced the S&P 500 Index. That performance, coupled with its long-term growth story, has kept analysts moderately bullish...

AMD is grabbing server share from Intel now, while Arm bets its power-efficient chips will reshape AI computing long-term. Two very different threats.

TSMC is reportedly developing an Intel-inspired packaging technology, suggesting AI chip packaging is becoming a key battleground, giving Intel a rare chance to narrow the gap.

Michael Burry’s latest Micron short highlights a long-term bear case that hinges on AI breakthroughs reducing future memory demand.

AMD's Helios rackscale AI platform marks the company's greatest challenge yet to Nvidia's dominance in integrated AI infrastructure.

The pullback in SNDK stock reflects growing fears that China’s memory industry could eventually end the shortage that fueled Sandisk's historic rally.

Marvell’s recent selloff has been driven more by valuation than fundamentals, while one of its biggest long-standing risks appears to be fading.

Arm delivered record earnings, but investors are now weighing its fast-growing AI ambitions against an increasingly demanding valuation and rising regulatory scrutiny.

Qualcomm’s earnings disappointed investors on Apple weakness, but its emerging data center business could become the company’s next major growth engine.