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Semiconductors 7 May 2026 - 16 May 2026

TD Securities Filing Throws Spotlight on GCT Semiconductor (GCTS), Raises Flags About 5G Chip Scale-Up and Liquidity

TD Securities Filing Throws Spotlight on GCT Semiconductor (GCTS), Raises Flags About 5G Chip Scale-Up and Liquidity

TD Securities (USA) LLC disclosed a 4.6% beneficial ownership in GCT Semiconductor Holding, Inc., mostly via warrants exercisable at $11.50 a share, far above Friday’s $1.83 stock price. GCT reported first-quarter revenue of $1.92 million and a net loss of $9.86 million, with 5G chipset deliveries rising 58% to 3,000 units.
15 May 2026
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Sivers Semiconductors Stock: Nasdaq Push Faces Restated Losses and a New Deadline

Sivers Semiconductors Stock: Nasdaq Push Faces Restated Losses and a New Deadline

Sivers Semiconductors restated its 2024 and 2025 accounts, widening reported losses, as it prepares for a possible Nasdaq New York dual listing. The company delayed its Q1 report to May 29 due to ongoing audit work. Shareholders will vote June 15 on board changes, a no-dividend proposal, a stock-option plan, and new share issue powers. Sivers shares fell 4.7% Friday after a sharp rise earlier in the week.
15 May 2026
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TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC raised its 2030 global semiconductor market forecast to over $1.5 trillion, up from $1 trillion, citing surging AI demand. AI and high-performance computing are projected to make up 55% of the market. Nvidia, AMD, and Broadcom have exhausted available TSMC 3-nanometer capacity. TSMC is expanding advanced manufacturing and packaging, with new fabs in Taiwan, the US, and Japan.
14 May 2026
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AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology shares rose nearly 10% Wednesday after a filing showed AMD held 65,516 shares at the end of March, valued at $6.49 million then and about $11.8 million at current prices. The disclosure drew attention as Marvell is a key supplier for AI data-center hardware. The Philadelphia SE Semiconductor index is up 64% since March. Analysts raised Marvell’s price targets, citing AI demand and hyperscaler investment.
13 May 2026
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Sivers Semiconductors AB Stock Jumps as MSCI Add Meets Nasdaq Listing Push

Sivers Semiconductors AB Stock Jumps as MSCI Add Meets Nasdaq Listing Push

Sivers Semiconductors shares surged 31.3% to 56.65 crowns after MSCI added the company to its Sweden small-cap index. Shareholders recently approved a private placement of 8.62 million shares at 14.50 crowns each, raising about 125 million crowns. Sivers is preparing accounts to U.S. standards as it considers a dual listing on Nasdaq New York. The company delayed its 2025 annual report to May 15.
13 May 2026
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Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor filed to sell up to $125 million in Class A stock through an at-the-market program after its shares surged 24% to $22.65, following an India product launch with Cyient Semiconductors. The share sale, part of a $250 million shelf registration, names Craig-Hallum and UBS as agents. First-quarter revenue rose to $8.6 million, but the company posted a $27.8 million GAAP operating loss.
12 May 2026
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Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics will report first-quarter results before U.S. markets open Tuesday, with analysts expecting adjusted earnings of 92 cents a share. The stock closed Friday at $147.33, up 2.6%. Qnity began trading on the NYSE in November after separating from DuPont. The company reported 2025 net sales of $4.75 billion and forecast 2026 revenue of up to $5.17 billion.
10 May 2026
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Texas Instruments Stock Is Back Near a Record. The TXN Rally Now Has a New Test

Texas Instruments Stock Is Back Near a Record. The TXN Rally Now Has a New Test

Texas Instruments shares closed at $287.80 Friday, up 0.9% and near a 52-week high, after Zacks Research raised its Q2 earnings estimate to $1.79 a share. First-quarter revenue rose 19% to $4.83 billion, led by industrial and data center demand. The company declared a $1.42 dividend and returned $6 billion to shareholders over the past year. Data-center business grew about 90% from a year earlier.
9 May 2026
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Navitas Semiconductor Stock Jumps Again as AI Power Pivot Puts NVTS Back in Focus

Navitas Semiconductor Stock Jumps Again as AI Power Pivot Puts NVTS Back in Focus

Navitas Semiconductor shares jumped 15% Friday to $18.20 after first-quarter revenue rose 18% from the prior quarter to $8.6 million, driven by growth in AI data-center and grid markets. The company’s market value reached $4.2 billion. Needham raised its price target to $21, citing strong results and a shift toward high-power markets. Navitas ended the quarter with $221 million in cash and no debt.
9 May 2026
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Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

Chip Stocks Roar Back: Why SMH, SOXX, EWT, EWY And Eaton Are Back In Focus

The Philadelphia Semiconductor Index jumped nearly 5% Friday, driving AI-linked ETFs higher and sending the S&P 500 and Nasdaq to record closes. Nvidia advanced, while Micron and Sandisk rallied about 12%. Taiwan and South Korea chip ETFs also gained, with EWY up 7.4%. Eaton reported Q1 sales of $7.5 billion, up 17%, and raised its 2026 growth outlook.
8 May 2026
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Baidu Shares Jump as AI Chip Unit Kunlunxin Pushes Dual IPO Plan

Baidu Shares Jump as AI Chip Unit Kunlunxin Pushes Dual IPO Plan

Kunlunxin, Baidu’s AI chip unit, has started the process for a Shanghai STAR Market IPO while maintaining plans for a Hong Kong listing. Baidu’s Hong Kong shares rose 5.75% after the news. The move comes as Chinese investors seek domestic AI chipmakers amid U.S. export curbs. Kunlunxin signed a pre-IPO tutoring agreement with China International Capital Corp on April 29.
8 May 2026
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Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

TSMC’s U.S.-listed shares jumped 6.36% Wednesday after AMD reported a 38% rise in first-quarter revenue, fueling demand for AI-related chip stocks. TSMC said last month that AI demand remains “extremely robust” and 2026 capital spending will hit the high end of its $52–56 billion range. Samsung’s market value surpassed $1 trillion, highlighting competition in the chip sector. Apple has held early talks with Intel and Samsung about chip production.
7 May 2026
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Latest articles

Amazon Gets June Prime Day Announcement, Stock Falls

Amazon Gets June Prime Day Announcement, Stock Falls

3 June 2026
Amazon shares slid 1.81% to $256.52 even as it set June 23-26 for Prime Day, giving investors an early look at retail momentum before Q2 ends; despite strong AWS growth and rising net sales, free cash flow fell as AI investments surged, leaving investors cautious about whether Prime Day’s grocery push and earlier timing will boost margins or just shift demand.
Apple Shares Reach New High as AI Decision Looms

Apple Shares Reach New High as AI Decision Looms

3 June 2026
Apple surged 2.9% to a record $315.20, adding $598 billion in May, as investors bet next week’s WWDC will reveal major AI advances; with high expectations and a $100 billion buyback, the stock’s rally leaves little room for disappointment on Siri upgrades, AI features, or rising memory-chip costs.
GameStop Reports Record Profit, Plans $2 Billion Buyback as eBay Concerns Surface

GameStop Reports Record Profit, Plans $2 Billion Buyback as eBay Concerns Surface

3 June 2026
GameStop posted record Q1 net income of $389.6 million, fueled by collectibles now making up 41.8% of sales, and unveiled a new $2 billion share buyback; shares jumped 7.4% in after-hours trading as investors reacted to the earnings beat and capital return plan, even as the company warned future results hinge on collectibles demand and market risks.
Ulta Beauty Raises Outlook, Shares Jump on Steady Beauty Demand

Ulta Beauty Raises Outlook, Shares Jump on Steady Beauty Demand

2 June 2026
Ulta Beauty shares jumped 7% in extended trading after quarterly earnings and comparable sales beat estimates, prompting the company to raise its full-year profit forecast as shoppers spent more on higher-priced beauty products; net income climbed to $340.5 million and gross margin improved to 40.1%, though Ulta warned inflation and macro pressures could impact future spending.
GitLab shares rise on stronger AI outlook, 350 layoffs announced

GitLab shares rise on stronger AI outlook, 350 layoffs announced

2 June 2026
GitLab shares jumped 7% in late trading after beating Wall Street sales estimates and raising its annual forecast, as investors weigh whether its AI-powered Duo Agent Platform can boost growth amid a 14% workforce cut and continued competition from Microsoft’s GitHub.
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