Wednesday, May 20, 2026

#semiconductors

49 articles

$660B AI Capex Wave Pushes PHLX Semiconductor Index to 18-Day Record Winning Streak

Sector Dynamics & Valuations

$660B AI Capex Wave Pushes PHLX Semiconductor Index to 18-Day Record Winning Streak

Salvado•Apr 28, 2026

U.S. Bans Chinese Rare Earths from Defense Systems by 2027 as Semiconductor Supply Chains Restructure

Technology Stocks

U.S. Bans Chinese Rare Earths from Defense Systems by 2027 as Semiconductor Supply Chains Restructure

Salvado•Apr 24, 2026

US Takes Equity Stakes in Semiconductor Firms as AI Chip Supply Becomes National Priority

US Takes Equity Stakes in Semiconductor Firms as AI Chip Supply Becomes National Priority

Salvado•Apr 20, 2026

AI Chip Stocks Surge 10.5% as Fintech Falls 3.6% in Month-Long Performance Split

AI Chip Stocks Surge 10.5% as Fintech Falls 3.6% in Month-Long Performance Split

Salvado•Apr 20, 2026

AI Infrastructure Build-Out Drives Quantum-HPC Partnerships and Nuclear Data Center Investments

AI Hardware & Energy Sectors

AI Infrastructure Build-Out Drives Quantum-HPC Partnerships and Nuclear Data Center Investments

Salvado•Apr 20, 2026

Memory Shortages Peak in Q1 2026 as AI Infrastructure Demand Outpaces Supply

Memory Shortages Peak in Q1 2026 as AI Infrastructure Demand Outpaces Supply

Salvado•Apr 19, 2026

Semiconductor Stocks Draw Record Institutional Investment as AI Chip Orders Surge

Semiconductor Stocks Draw Record Institutional Investment as AI Chip Orders Surge

Salvado•Apr 15, 2026

Semiconductor Industry Faces $62M Debt Restructuring as AI Infrastructure Push Collides with Supply Chain Tensions

Technology Sector

Semiconductor Industry Faces $62M Debt Restructuring as AI Infrastructure Push Collides with Supply Chain Tensions

Salvado•Apr 14, 2026

Memory Chip Stocks Surge 450% While Intel Falls 26% as AI Reshapes Semiconductor Demand

Tech Sector Earnings

Memory Chip Stocks Surge 450% While Intel Falls 26% as AI Reshapes Semiconductor Demand

Salvado•Apr 13, 2026

Samsung Signals Semiconductor Investment Push as AI Infrastructure Demand Accelerates

Technology Stocks

Samsung Signals Semiconductor Investment Push as AI Infrastructure Demand Accelerates

Salvado•Apr 9, 2026

Chip Makers Pivot to Integrated Solutions as Supply Chain Pressures Mount

Technology Sector

Chip Makers Pivot to Integrated Solutions as Supply Chain Pressures Mount

Salvado•Mar 31, 2026

Nvidia China Ban Creates $7B Dual-Infrastructure Cost for Global Tech Companies

Technology Stocks

Nvidia China Ban Creates $7B Dual-Infrastructure Cost for Global Tech Companies

Salvado•Mar 30, 2026

Huawei's 950PR Chip Targets 750,000 Unit Shipments as Chinese Tech Giants Shift from Nvidia

Technology Stocks

Huawei's 950PR Chip Targets 750,000 Unit Shipments as Chinese Tech Giants Shift from Nvidia

Salvado•Mar 30, 2026

US-China Chip Export Controls Split AI Semiconductor Market Into Competing Ecosystems

US-China Chip Export Controls Split AI Semiconductor Market Into Competing Ecosystems

Salvado•Mar 30, 2026

Chip Design Tools Cut AI Silicon Development Time as US-China Competition Reshapes Semiconductor Supply Chains

Semiconductors & Tech Stocks

Chip Design Tools Cut AI Silicon Development Time as US-China Competition Reshapes Semiconductor Supply Chains

Salvado•Mar 30, 2026

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Disruption Fears

Market Movements

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Disruption Fears

Salvado•Mar 29, 2026

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Accelerates

Technology Sector

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Accelerates

Salvado•Mar 18, 2026

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Intensifies

Technology Stocks

Nvidia Projects $1 Trillion in Chip Sales Through 2027 as AI Semiconductor Race Intensifies

Salvado•Mar 17, 2026

Broadcom Posts Strong Q1 Earnings as US GPU Export Controls Reshape AI Chip Supply Chain

Broadcom Posts Strong Q1 Earnings as US GPU Export Controls Reshape AI Chip Supply Chain

ViaNews Editorial Team (Markets)•Mar 15, 2026

Nvidia H200 Shipments Halted as US Tightens AI Chip Export Controls Targeting China

Technology Sector & Semiconductors

Nvidia H200 Shipments Halted as US Tightens AI Chip Export Controls Targeting China

ViaNews Editorial Team (Markets)•Mar 13, 2026