Semiconductor Articles Semiconductor Articles - Page 5 August 18, 2026 6:35 AM ETUncle Sam’s Chip Trick: How the Government Built a Silicon MoatJeffrey Neal JohnsonNASDAQ:MUNASDAQ:AAPLNASDAQ:NVDARead Uncle Sam’s Chip Trick: How the Government Built a Silicon MoatAugust 17, 2026 5:20 AM ETIs SiTime the Best AI Stock You've Never Heard Of?Nathan ReiffNASDAQ:SITMNASDAQ:FORMNASDAQ:CGNXRead Is SiTime the Best AI Stock You've Never Heard Of?August 16, 2026 6:00 AM ETMicrosoft's Maia 300 Chip Targets NVIDIA's AI DominanceChris MarkochNASDAQ:MSFTRead Microsoft's Maia 300 Chip Targets NVIDIA's AI DominanceAugust 15, 2026 9:00 AM ETApplied Materials Beat Everything but Wall Street’s Expectations for MarginsDan SchmidtRead Applied Materials Beat Everything but Wall Street’s Expectations for MarginsAugust 14, 2026 10:45 AM ETSony and TSMC’s $4.7 Billion Venture Is About More Than Camera SensorsJeffrey Neal JohnsonNYSE:TSMNYSE:SONYRead Sony and TSMC’s $4.7 Billion Venture Is About More Than Camera SensorsAugust 14, 2026 9:35 AM ETNVIDIA's $500 Billion GPU Financing Deal Fuels Path Toward $270Thomas HughesNASDAQ:NVDANYSE:BLKRead NVIDIA's $500 Billion GPU Financing Deal Fuels Path Toward $270August 14, 2026 9:00 AM ETSandisk’s Margins Look Like Software. Can They Last?Sam QuirkeNASDAQ:SNDKRead Sandisk’s Margins Look Like Software. Can They Last?August 14, 2026 7:15 AM ETCerebras Sells Off After Earnings: Is This a Market Disconnection?Thomas HughesNASDAQ:CBRSRead Cerebras Sells Off After Earnings: Is This a Market Disconnection?August 13, 2026 12:35 PM ETAsian Market Circuit Breakers Hit Stocks, Not AI DemandJeffrey Neal JohnsonNASDAQ:NVDANASDAQ:MUOTCMKTS:ATEYYRead Asian Market Circuit Breakers Hit Stocks, Not AI DemandAugust 13, 2026 10:15 AM ETLumentum Just Delivered the AI Growth Investors WantedThomas HughesNASDAQ:LITERead Lumentum Just Delivered the AI Growth Investors WantedAugust 12, 2026 10:40 AM ETIntel’s Rally Gave It a $20 Billion Opportunity and Now Comes the Hard PartSam QuirkeNASDAQ:INTCRead Intel’s Rally Gave It a $20 Billion Opportunity and Now Comes the Hard PartAugust 12, 2026 9:30 AM ETTSMC's 44.7% Sales Surge Signals the AI Boom Is Still AliveSam QuirkeNYSE:TSMRead TSMC's 44.7% Sales Surge Signals the AI Boom Is Still AliveAugust 11, 2026 10:50 AM ETNVIDIA’s Rally Sets Up a Bigger Test Ahead of EarningsThomas HughesNASDAQ:NVDARead NVIDIA’s Rally Sets Up a Bigger Test Ahead of EarningsAugust 11, 2026 10:15 AM ETApple’s Next iPhone Could Test How Much Pricing Power Is LeftSam QuirkeNASDAQ:AAPLRead Apple’s Next iPhone Could Test How Much Pricing Power Is LeftAugust 11, 2026 8:30 AM ETAMD’s Helios Launch Could Create Winners Beyond AMD StockThomas HughesNASDAQ:AMDNASDAQ:CRDONASDAQ:ALABRead AMD’s Helios Launch Could Create Winners Beyond AMD StockAugust 9, 2026 6:20 AM ETAI Cold War Catches Light: Federal Friction in the Server RackJeffrey Neal JohnsonNASDAQ:LITENASDAQ:AVGONASDAQ:MRVLRead AI Cold War Catches Light: Federal Friction in the Server RackAugust 8, 2026 5:55 AM ETWhy These 3 Equal Weight ETFs Have Outperformed the S&P This YearNathan ReiffNASDAQ:ROENYSEARCA:AIVCNYSEARCA:RSPTRead Why These 3 Equal Weight ETFs Have Outperformed the S&P This YearAugust 7, 2026 6:05 AM ETWestern Digital Stock Falls 12% Despite Beating Earnings EstimatesSam QuirkeNASDAQ:WDCRead Western Digital Stock Falls 12% Despite Beating Earnings EstimatesAugust 6, 2026 12:35 PM ETSandisk Just Delivered a Blowout Quarter—Here's Why the Stock Is FallingSam QuirkeNASDAQ:SNDKRead Sandisk Just Delivered a Blowout Quarter—Here's Why the Stock Is FallingAugust 6, 2026 10:15 AM ETAstera Labs' Post-Earnings Pullback May Be Last Chance to Buy Below $360Thomas HughesNASDAQ:ALABRead Astera Labs' Post-Earnings Pullback May Be Last Chance to Buy Below $360August 5, 2026 10:30 AM ETAMD’s Post-Earnings Drop May Be the Opportunity Investors WantedThomas HughesNASDAQ:AMDRead AMD’s Post-Earnings Drop May Be the Opportunity Investors WantedAugust 4, 2026 12:00 PM ETThe AI Chip Blockade Is Creating a Shadow MarketJeffrey Neal JohnsonNYSE:BABANASDAQ:NVDARead The AI Chip Blockade Is Creating a Shadow MarketAugust 4, 2026 9:05 AM ETThe AI Chip Stock Making a Quiet Move Toward DominanceThomas HughesNASDAQ:ONRead The AI Chip Stock Making a Quiet Move Toward DominanceAugust 3, 2026 6:35 AM ETBearish Pressure Is Building Around These 3 StocksJessica MitacekNYSE:HIMSNYSE:QXONASDAQ:KLACRead Bearish Pressure Is Building Around These 3 StocksJuly 31, 2026 7:15 AM ETEveryone’s Focused on China—But That’s Not ASML’s Biggest RiskDan SchmidtRead Everyone’s Focused on China—But That’s Not ASML’s Biggest RiskJuly 31, 2026 5:30 AM ETQuantum Earnings Could Decide Whether the Sector’s Sell-Off Has Gone Too FarNathan ReiffNYSE:QBTSNYSE:IONQNASDAQ:RGTIRead Quantum Earnings Could Decide Whether the Sector’s Sell-Off Has Gone Too FarJuly 30, 2026 11:50 AM ETQualcomm’s Turnaround Is Working, So Why Is Wall Street Selling?Sam QuirkeNASDAQ:QCOMRead Qualcomm’s Turnaround Is Working, So Why Is Wall Street Selling?July 30, 2026 9:30 AM ETWhy NXP Semiconductors Could Be the AI Stock Everyone Is MissingThomas HughesNASDAQ:NXPIRead Why NXP Semiconductors Could Be the AI Stock Everyone Is MissingJuly 30, 2026 6:35 AM ETMining For Megawatts: AMD's Billion-Dollar Grid GrabJeffrey Neal JohnsonNASDAQ:CORZNASDAQ:AMDRead Mining For Megawatts: AMD's Billion-Dollar Grid GrabJuly 29, 2026 12:20 PM ETWhy SK hynix Could Be the Best AI Chip Stock to Buy NowThomas HughesNASDAQ:SKHYRead Why SK hynix Could Be the Best AI Chip Stock to Buy Now Page 5 of 6 « Most Recent‹ More Recent23456 Earlier › More Articles by TopicArticle TopicsAll ArticlesAIAnalyst RatingsBiotechCommunication Services SectorCongressional TradingConsumer Discretionary SectorConsumer Staples SectorDefenseDividendEarningsElectric VehicleEnergy SectorETFFinance SectorHealthcare SectorIndustrial SectorInsider TradingInvestor EducationIPOMacroMaterials SectorMergers & AcquisitionsQuantum ComputingRare Earth MineralsReal Estate SectorSemiconductorShort InterestSpaceStock IdeaStock MarketTechnology SectorUtilities SectorInstant Alert TopicsAll Instant AlertsAnalystCongressional TradesConsensusCorporate BuybackCorporate Event TranscriptStock ListDividendEarningsEarnings PreviewEarnings Transcript 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