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Semiconductors 8 May 2026 - 17 May 2026

Navitas Semiconductor Stock Is Headed for a Make-or-Break Week After a Wild AI Rally

Navitas Semiconductor Stock Is Headed for a Make-or-Break Week After a Wild AI Rally

Navitas Semiconductor closed Friday at $21.32, down 4.48% but up 17.14% for the week after raising about $122 million through an at-the-market stock sale. The company sold 6.5 million shares, increasing cash and share count. Investors await Navitas’ May 19 appearance at the J.P. Morgan tech conference. The stock mirrored volatility across the semiconductor sector as the Philadelphia SE Semiconductor Index fell 4% Friday.
17 May 2026
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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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Stock Market Today

  • Dollar Hits 13-Month High on Hawkish Fed Speculation While Gold Declines
    June 25, 2026, 9:55 AM EDT. The dollar index rose 0.20% on Wednesday, reaching a 13-month high amid speculation of tighter U.S. Federal Reserve (Fed) policy. The Fed's hawkish stance signals potential interest rate increases later this year, driving the dollar's strength. U.S. May new home sales fell unexpectedly by 7.3%, weakening some dollar gains. The euro dropped 0.25% to a one-year low, pressured by dovish European Central Bank (ECB) comments, but gained later after hawkish ECB signals and stronger German business confidence data. The yen weakened as Bank of Japan (BOJ) officials signaled cautious policy tightening, raising concerns about lagging monetary normalization. Currency markets watch for potential interventions as U.S. and Japanese officials discuss coordinated actions. Overall, market expectations tilt toward higher rates in both the U.S. and Europe, bolstering the dollar and weighing on gold prices.

Latest News

SanDisk rally faces AI memory test after Micron earnings

Sandisk Move Impacts Micron Rally and Nasdaq-100 ETF Math

25 June 2026
Sandisk (NASDAQ:SNDK) surged 15.3% premarket to $2,206.75 after Micron’s strong memory outlook, adding about $940 million to QQQ’s Sandisk stake and boosting the ETF by 20 basis points; Citi raised its SNDK price target to $2,500, citing tight NAND supply, but analysts warn pricing power could fade if supply rebounds.
JPMorgan CEO search focuses on two divisions behind 85% of Q1 net

JPMorgan CEO search focuses on two divisions behind 85% of Q1 net

25 June 2026
JPMorgan Chase named Doug Petno and Troy Rohrbaugh co-presidents, giving them oversight of units generating 85% of Q1 net income; the board approved $100 million in retention RSUs for four top executives with a 12% ROTCE hurdle, and plans to raise the dividend and launch a $50 billion buyback, with shares quoted at $333.45 before the U.S. open.
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