Markets News

Where the money flows in silicon: earnings, M&A, capex cycles, and sector-moving surprises. This hub gathers every markets story Weekly Silicon has ranked, from foundry revenue records to AI-driven demand shocks rippling through the supply chain.

• Chip Stocks 2026: Identifying the Semiconductor Winners vs. AI HypeMay 30, 2026 · Barron's · scored 2.75/10 · day ranking →
• Taiwan Semiconductor (TSM) Sales Just Jumped 45%. Why is the Chip Sector Still Selling Off?Aug 23, 2026 · Yahoo Finance · scored 2.70/10 · day ranking →
• Chip Industry Week In ReviewJul 19, 2026 · Semiconductor Engineering · scored 2.70/10 · day ranking →
• Why Nvidia Is Making a $3.5 Billion Bet on Taiwan-Based MediaTekSep 6, 2026 · Barchart.com · scored 2.70/10 · day ranking →
• VeriSilicon reports 91% first-half revenue growth as AI orders reach 90%Aug 19, 2026 · TechNode · scored 2.70/10 · day ranking →
• What the Musk-Altman courtroom clash reveals about two of the most powerful men in Silicon ValleyMay 10, 2026 · Business Insider · scored 2.70/10 · day ranking →
• SMIC profit more than triples on AI-driven chip demandAug 13, 2026 · Reuters · scored 2.70/10 · day ranking →
• SK Hynix makes US debut with $29-billion listingJul 7, 2026 · The Times of India · scored 2.70/10 · day ranking →
• AI chip boom lifts South Korean semiconductor materials makers' profits in 2Q26Aug 26, 2026 · digitimes · scored 2.70/10 · day ranking →
• Silicon Valley elite shift record wealth to build Florida's new 'tech capital'Jul 12, 2026 · Fox Business · scored 2.70/10 · day ranking →
• Jensen Huang says Nvidia achieved AGI, again — not that it mattersAug 27, 2026 · The Verge · scored 2.70/10 · day ranking →
• AMD surpasses Nvidia in $45B semiconductor ETF as chip sector leadership shiftsJul 20, 2026 · Crypto Briefing · scored 2.70/10 · day ranking →
• (g+) Markets: Deepening Memory Crunch Widens Gap Between Stock Winners, LosersMay 14, 2026 · Golem.de · scored 2.70/10 · day ranking →
• Nvidia's attack plan: Dominate every single aspect of AIAug 19, 2026 · Yahoo Entertainment · scored 2.70/10 · day ranking →
• Semiconductor billings grew 134% Y/Y in June, led by memory chips: Wells FargoAug 8, 2026 · Seeking Alpha · scored 2.70/10 · day ranking →
• Beyond AI: Resilient consumer demand widens semiconductor supply crunchJul 17, 2026 · Digitimes · scored 2.70/10 · day ranking →
• Coffee Break: Will the Trump Admin Make OpenAI Its Lucky 31st Investment and Bailout Softbank?Jul 14, 2026 · Nakedcapitalism.com · scored 2.70/10 · day ranking →
• Why Singapore remains a key player in the global semiconductor raceJun 13, 2026 · CNA · scored 2.70/10 · day ranking →
• Memory Now Accounts for 50% of Global Semiconductor Revenue — But There’s a CatchSep 1, 2026 · 24/7 Wall St. · scored 2.70/10 · day ranking →
• Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeezeAug 8, 2026 · Digitimes · scored 2.70/10 · day ranking →
• Poll: The future of American innovation may look more like Jacksonville than Silicon ValleyJul 31, 2026 · Florida Politics · scored 2.70/10 · day ranking →
• TSMC raises 2027 chip prices, giving Intel fresh pricing roomJul 23, 2026 · Digitimes · scored 2.70/10 · day ranking →
• Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansionJul 31, 2026 · Digitimes · scored 2.70/10 · day ranking →
• S&P 500 rejects SpaceX, also blocking entry for OpenAI and AnthropicJun 7, 2026 · arstechnica.com · scored 2.70/10 · day ranking →
• Chip stocks fight to rebound as semiconductors slip into bear marketJul 20, 2026 · Yahoo Finance · scored 2.70/10 · day ranking →
• TSMC CEO says AI chip demand will outpace supply for yearsJun 5, 2026 · Quartz India · scored 2.70/10 · day ranking →
• Om Malik – What Microsoft's 10-Q Says About OpenAIMay 1, 2026 · om.co · scored 2.70/10 · day ranking →
• TSMC eyes price hikes of up to 25% on chip production services in 2027, report claims — plans to raise baseline prices by 5% to 10% on advanced nodesJul 22, 2026 · Tom's Hardware UK · scored 2.70/10 · day ranking →
• Marvell shares slide as concerns over timing of Google AI deal revenue eclipse strong resultsAug 29, 2026 · CNA · scored 2.70/10 · day ranking →
• Stock market today: Nasdaq leads Dow, S&P 500 futures higher as chip stocks reviveJul 22, 2026 · Yahoo Entertainment · scored 2.70/10 · day ranking →
• AI super cycle lifts semiconductors, but China chip group warns of a distorted boomJul 1, 2026 · Digitimes · scored 2.70/10 · day ranking →
• Jobs day, semiconductor earnings, and stock market momentum: What to watch this weekMay 30, 2026 · Yahoo Finance · scored 2.70/10 · day ranking →
• Deutsche Bank Raises its Price Target on Lam Research (LRCX) to $300Apr 20, 2026 · Yahoo Entertainment · scored 2.70/10 · day ranking →
• Vampire Survivors’ new spinoff switches genres but keeps the good vibesApr 20, 2026 · The Verge · scored 2.70/10 · day ranking →
• Apple's Foldable iPhone Surge Saves the S&P 500 From a Chip Rout as Weak Jobs Report Divides Wall StreetJul 4, 2026 · Ibtimes.com.au · scored 2.65/10 · day ranking →
• Intel Climbs 4%, AMD Rises 3%, NVIDIA Ticks Up as Chip Stocks Shrug Off Rising Rate Hike OddsSep 6, 2026 · 24/7 Wall St. · scored 2.65/10 · day ranking →
• Semiconductor Capital Equipment Market Growth & TrendsMay 25, 2026 · SNS Insider · scored 2.65/10 · day ranking →
• The Gulf South emerges as the 'new Silicon Valley' as coast along Texas and Florida sees growthSep 1, 2026 · New York Post · scored 2.65/10 · day ranking →
• T-Mobile moving tens of thousands of virtual machines off VMware amid lawsuitJul 13, 2026 · Ars Technica · scored 2.65/10 · day ranking →