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Semiconductors 27 May 2026 - 1 June 2026

Marvell Shares Tick Up After Latest AI Move

Marvell Technology stock jumped around 9% to $223.36 in afternoon Nasdaq action, up nearly $18 and pushing its market cap close to $199.5 billion. The gain brought new focus to one of this year’s active AI infrastructure trades.

1 June 2026

Artificial Intelligence·NASDAQ:MRVL·Semiconductors·Stock Market·Technology

TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

TSMC’s U.S. shares picked up on Monday, up about 5.4% to $441.09 in late-morning New York trading after Nvidia’s new AI announcement in Taipei. Investors bought into the chip manufacturer, which builds chips for outside designers, sending its American depositary receipts higher.

1 June 2026

Artificial Intelligence·NYSE:TSM·Semiconductors·Stock Market·Technology

AMD Stock Set for Early Test After Nvidia Move

AMD shares dropped premarket Monday as Nvidia made a move at Computex to get more serious about PC chips. AMD has battled Intel for a long time in that segment, betting AI might give it a new growth push.

1 June 2026

NASDAQ:AMD·NASDAQ:NVDA·Semiconductors·Stock Market·Technology

Micron’s $1 Trillion AI Push Puts Pressure on Samsung

Micron Technology traded at $971 ahead of Monday’s U.S. open, as the Nasdaq name continued to ride the AI boom with a market cap around $1.11 trillion. Regular Nasdaq trading runs 9:30 a.m. to 4 p.m. ET. Nasdaq’s holiday schedule for 2026 doesn’t list June 1 as a market holiday.

1 June 2026

Innovation·KRX:005930.KS·NASDAQ:MU·Semiconductors

Intel Stock Up 200%, Now Eyes AI Chip Challenge

Intel shares are in focus Monday as the company leverages Computex to push a more expansive data-center lineup and affordable way into AI semiconductors, a segment Nvidia dominates.

1 June 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

Micron Hits $1 Trillion, Week Ahead Could Decide Its Fate

Micron Technology traded at record highs this week, with the chipmaker’s market cap moving past $1 trillion. Wall Street pushed up forecasts for Micron after the holiday-shortened week.

31 May 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

Intel Stock Swings as Nvidia PC Event Looms and AI Rally Lifts Valuations

Intel stock goes into June as traders weigh if last week’s drop was simple profit-taking or a sign of trouble for what’s been one of the bigger chip rallies of 2026.

31 May 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

Sivers Semiconductors Starts Key Week After Weak Q1, Index Debut

Sivers Semiconductors starts the week after posting a softer quarter, losing ground on its share price and entering a new Nasdaq Stockholm benchmark index. Shares ended at 68.95 Swedish crowns on Friday, off 1.8% for the day and down 5.4% this week. Still, the stock is up 1,559.85% so far this year, according to MarketScreener.

30 May 2026

Earnings Reports·NASDAQ:SIVE·Semiconductors·Stock Market

STMicroelectronics Nears Highs Ahead of June 2 Test

STMicroelectronics’ U.S.-listed ADRs finished the week up 3.7% amid a jump in AI and space chip names, but valuation questions remain. The ADRs slipped 0.2% Friday to $69.31, after ending last week at $66.86. U.S. markets were closed Monday for Memorial Day.

30 May 2026

NYSE:STM·Semiconductors·Stock Market·Technology

GlobalFoundries on watch for $1.91 billion move after volatile stretch

GlobalFoundries Inc. slipped at the end of the holiday-shortened week, giving up much of its strong May gains after a big stock sale from its main shareholder.

30 May 2026

NASDAQ:GFS·Semiconductors·Stock Market

SK hynix Hits $1 Trillion in a Wild Week, Traders Wonder What’s Next

SK hynix was near all-time highs going into Monday, after shares closed Friday at 2,333,000 won, up 1.92%. The main Seoul index, the Korea Composite Stock Price Index, hit a new high, ending up 3.55% at 8,476.15. Flows into AI-memory trades stayed focused on a handful of chip stocks.

30 May 2026

KRX:000660·Semiconductors·Stock Market·Technology

Ambarella Drops on $800 Million AI Deal News

Ambarella shares tumbled 21% late Friday, wiping out gains for the week. The edge-AI chip company reported higher sales for the quarter and said it secured a Hanwha partnership with a potential value over $800 million for more than ten years.

30 May 2026

NASDAQ:AMBA·Semiconductors·Stock Market·Technology

ByteDance AI chip effort may open Qualcomm to new markets outside smartphones

ByteDance is moving faster on custom AI chips, working on its own CPUs and reportedly tied to a Qualcomm data-center chip deal, as the TikTok parent looks to ease hardware bottlenecks for its AI plans.

29 May 2026

Artificial Intelligence·NASDAQ:QCOM·Semiconductors

Micron rises with AI memory but faces new push from Samsung

Micron Technology rose 4.6% to $966.24 early Friday, keeping up recent momentum that’s taken the chipmaker to about $1.10 trillion in market cap. Investors continue to pick up shares of the Boise, Idaho-based name, which some see as a key play in artificial intelligence this market cycle.

29 May 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Stock Market·Technology

Intel Shares Hold After AI Surge, Arc Chip Plays Developing

Intel shares head into Friday’s U.S. trading after a weaker finish. Investors are watching a new consumer-chip rollout as the stock’s sharp rally puts the chipmaker’s valuation on watch.

29 May 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

Synopsys Slides After Upping AI Outlook

Synopsys shares fell about 9% on Thursday. The company upped its annual outlook, but traders shrugged off the AI sales story, citing softer chip-IP demand, costs tied to recent deals, and ongoing worries over catching up to Cadence Design Systems’ margins.

28 May 2026

Artificial Intelligence·NASDAQ:SNPS·Semiconductors·Stock Market·Technology

Marvell up after $10B custom-chip goal gives AI story a boost

Marvell Technology traded higher Thursday. The chipmaker now sees annual custom-chip revenue topping $10 billion by fiscal 2029. Shares climbed 2.4% to $203.50 with roughly 34.5 million shares changing hands. The stock hit $210.70 earlier.

28 May 2026

Artificial Intelligence·NASDAQ:MRVL·Semiconductors·Stock Market·Technology

Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Arm Holdings stock surged in New York Thursday as another upbeat analyst note linked the British chip designer even more to Nvidia’s AI CPU push. Arm’s U.S. shares climbed 12.7% to $341.28 late in the morning, after reaching $345.49 earlier in the session.

28 May 2026

NASDAQ:ARM·NASDAQ:META·NASDAQ:NVDA·Semiconductors

Synopsys Raises AI-Chip Forecast, but the Stock Still Finds the Weak Spot

Synopsys raised its annual revenue and profit forecast on Wednesday after fiscal second-quarter sales topped expectations, but its shares fell in late trading as investors looked harder at a soft chip-IP business and the costs of absorbing Ansys. The company reported adjusted earnings of $3.35 a share on revenue of $2.28 billion, above analyst estimates of $3.15 and $2.25 billion, while SNPS dropped more than 2% after hours, Investors Business Daily reported.

27 May 2026

NASDAQ:SNPS·Semiconductors·Stock Market

Qualcomm signs ByteDance AI chip supply deal

• Qualcomm has landed a deal to provide AI data-center chips to ByteDance, the parent of TikTok, according to media reports. That would give Qualcomm a major early customer for its custom AI silicon.• ByteDance is increasing its spending on AI infrastructure, and Qualcomm is looking to expand past smartphones, making the timing key for both sides.• Still, neither Qualcomm nor ByteDance has fully confirmed the deal. Any sales must stay within U.S. export controls.

27 May 2026

Artificial Intelligence·NASDAQ:QCOM·Semiconductors·Technology

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Semiconductors 27 May 2026 - 1 June 2026

Marvell Shares Tick Up After Latest AI Move

TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

AMD Stock Set for Early Test After Nvidia Move

Micron’s $1 Trillion AI Push Puts Pressure on Samsung

Intel Stock Up 200%, Now Eyes AI Chip Challenge

Micron Hits $1 Trillion, Week Ahead Could Decide Its Fate

Intel Stock Swings as Nvidia PC Event Looms and AI Rally Lifts Valuations

Sivers Semiconductors Starts Key Week After Weak Q1, Index Debut

STMicroelectronics Nears Highs Ahead of June 2 Test

GlobalFoundries on watch for $1.91 billion move after volatile stretch

SK hynix Hits $1 Trillion in a Wild Week, Traders Wonder What’s Next

Ambarella Drops on $800 Million AI Deal News

ByteDance AI chip effort may open Qualcomm to new markets outside smartphones

Micron rises with AI memory but faces new push from Samsung

Intel Shares Hold After AI Surge, Arc Chip Plays Developing

Synopsys Slides After Upping AI Outlook

Marvell up after $10B custom-chip goal gives AI story a boost

Arm Shares Surge as Nvidia Vera CPU Shifts AI Market Toward Arm

Synopsys Raises AI-Chip Forecast, but the Stock Still Finds the Weak Spot

Qualcomm signs ByteDance AI chip supply deal

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