Semiconductors News Today
Latest headline on this page:
14 headlines on Semiconductors appeared in our news feed in the last 7 days with a measured price reaction attached. 7 of them moved the underlying at least 0.35% in the minutes after the headline crossed. The largest measured reaction was -2.85% over 10 minutes on INTC, after the headline at Oct 30, 09:32:45 ET.
Price action when the news broke
09:32:45 ET
What moved — last 7 days
| Time | Ticker | Headline | 1 min | Reaction |
|---|---|---|---|---|
| Oct 30, 16:32:14 ET | INTC | October’s final session weighs on Intel, Reddit and other AI-linked stocks as the Nasdaq faces a fresh test of this year’s rallyVolume 416.1K shares in 10 min · 9.3× normal | -0.01% | -0.28% · 10m |
| Oct 30, 12:42:45 ET | INTC | Nasdaq reaches a nearly three-month low as Amazon’s AI spending plans and Intel’s cash-burn warning raise concerns about AI buildout costs and returnsVolume 5M shares in 10 min · 4.5× normal | -0.08% | -0.57% · 10m |
| Oct 30, 10:18:47 ET | INTC | Intel’s five-year credit default swaps reach a record 123.5 basis points, on track for their biggest one-day widening since October 2022Volume 10.2M shares in 10 min · 5.4× normal | +0.84% | +0.18% · 10m |
| Oct 30, 09:41:23 ET | QCOM | Qualcomm falls 6.4%, Broadcom drops 4.2% and iShares Semiconductor ETF declines 6.2%Volume 308.5K shares in 10 min · 1.5× normal | -0.24% | -1.38% · 10m |
| Oct 30, 09:37:31 ET | INTC | CoreWeave drops 9.3%, Nebius 6.8% and IREN 6.6% as Amazon and Intel results fuel concerns over AI costsVolume 22M shares in 10 min · 5.5× normal | +0.70% | -0.55% · 10m |
| Oct 30, 09:32:45 ET | INTC | Nasdaq opens at its lowest level in more than two months as Amazon’s AI spending plan and Intel’s cash-burn warning deepen concerns over infrastructure costs and returnsVolume 30.9M shares in 10 min · 7.6× normal | -1.63% | -2.85% · 10m |
| Oct 30, 07:25:18 ET | INTC | Gulf escalation concerns weigh on markets: STOXX falls 0.1% and Nasdaq 100 futures drop 2% as Amazon and Intel tumbleVolume 497.1K shares in 10 min | +0.04% | -0.32% · 10m |
| Oct 30, 07:23:40 ET | INTC | Intel warns PC-market weakness will persist through at least the first half of 2027 as it forecasts a bleak quarterVolume 496.2K shares in 10 min · 9.0× normal | -0.04% | -0.54% · 10m |
| Oct 30, 06:07:25 ET | INTC | Intel entered a definitive agreement in October 2026 to acquire all of Classiq Technologies Ltd. for about $1.9 billion, filing saysVolume 360.1K shares in 10 min · 11.2× normal | +0.12% | +0.06% · 10m |
| Oct 30, 05:34:26 ET | NVDA | Naver founder dilutes stake in $1 bn Nvidia deal to drive global AI pushVolume 11K shares in 10 min · 0.6× normal | +0.01% | +0.04% · 10m |
| Oct 30, 04:57:57 ET | QCOM | Qualcomm falls 3.9%, Broadcom drops 3.5% and iShares Semiconductor ETF declines 5.6%Volume 5.3K shares in 10 min | 0.00% | +0.01% · 10m |
| Oct 29, 18:43:00 ET | NVDA | Nvidia is negotiating to provide Nscale with credit guarantees worth billions to finance a 460-megawatt data center construction.Volume 138K shares in 10 min · 6.7× normal | +0.05% | -0.25% · 10m |
| Oct 29, 17:37:00 ET | INTC | Intel CFO says positive cash flow next year is “probably not a dynamic”Volume 1.5M shares in 10 min · 70.5× normal | +0.12% | -0.55% · 10m |
| Oct 29, 17:36:00 ET | INTC | Intel CFO says the PC market will undergo a renaissance despite current conditionsVolume 1.7M shares in 10 min · 83.4× normal | -0.39% | -0.45% · 10m |
Moves are measured against the price two minutes before each headline crossed, using validated 1-minute bars captured at publish time. A dash means no bar was available for that window. Reaction pending means the measuring window for that headline is still open. Not attributed means the headline does not name the company the move was measured on, so we hold the number back. Times are New York ET. Headlines appear here 1 minute after they cross the live tape.
Our analysis
Why NXP Semiconductors (NXPI) Stock Fell 7.87% in 10 Minutes After Q3 Earnings on Oct 27, 2026
Tuesday, Oct 27, 2026 · Adjusted EPS of $4.20 came in above the $4.09 estimate; revenue of $3.79 billion came in above the $3.76 billion estimate.
Why Rambus (RMBS) Stock Fell 0.51% in 10 Minutes After Q3 Earnings on Oct 26, 2026
Monday, Oct 26, 2026 · Adjusted EPS of $0.84 came in above the $0.76 estimate; revenue of $218.3 million came in above the $213 million estimate.
Why Advanced Micro Devices (AMD) Stock Rose 0.64% in 10 Minutes on Oct 27, 2026
Tuesday, Oct 27, 2026 · MoveSurge measured 13 earlier Advanced Micro Devices headlines with an attributed reaction between Jul 29, 2026 and Oct 26, 2026. The largest was -7.71% in 15 …
Why Amkor Technology (AMKR) Stock Rose 2.01% in 10 Minutes After Q3 Earnings on Oct 26, 2026
Monday, Oct 26, 2026 · EPS of $0.76 came in below the $0.78 estimate; revenue of $1.99 billion came in below the $2.01 billion estimate.
Why NVIDIA (NVDA) Stock Fell 0.65% in 10 Minutes on Oct 22, 2026
Thursday, Oct 22, 2026 · MoveSurge measured 16 earlier NVIDIA headlines with an attributed reaction between Oct 9, 2026 and Oct 21, 2026. The largest was +0.90% in 10 minutes, on …
Why MaxLinear (MXL) Stock Rose 0.93% in 10 Minutes After Q3 Earnings on Oct 22, 2026
Thursday, Oct 22, 2026 · Adjusted EPS of $0.62 came in above the $0.55 estimate; revenue of $218.06 million came in above the $211.19 million estimate.
Western Digital Beats Q1 Estimates and Guides Q2 Revenue to About $5.1 Billion
Thursday, Oct 22, 2026 · Revenue of $4.38 billion and adjusted EPS of $4.64 cleared the top of August's ranges, and the Q2 guide calls for about $5.1 billion. The stock …
Lam Research Earnings: A Record Quarter, a Supply-Limited Forecast and Why the Stock Fell
Thursday, Oct 22, 2026 · Lam Research beat September-quarter forecasts with record revenue of $8.22 billion, but its $8.60 billion December forecast was barely above consensus, held back by supply limits, …
Why Was Texas Instruments Stock Moving on Oct 22, 2026?
Thursday, Oct 22, 2026 · Texas Instruments beat third-quarter 2026 forecasts with revenue of $6.06 billion and EPS of $2.62, then forecast a fourth quarter about level with the third. The …
Why Texas Instruments (TXN) Stock Fell 1.09% in 10 Minutes on Oct 21, 2026
Wednesday, Oct 21, 2026 · 71,092 shares changed hands in those 10 minutes.
Why Amkor Stock Jumped on a $1.3 Billion Nvidia Deal in South Korea, Then Gave It Back
Wednesday, Oct 21, 2026 · Amkor agreed a $1.3 billion deal with Nvidia to raise its South Korea interposer capacity by more than 300% by 2028. The stock rose 3.61% in …
Why Micron Technology (MU) Stock Rose 0.74% in 10 Minutes on Oct 20, 2026
Tuesday, Oct 20, 2026 · MoveSurge measured five earlier Micron Technology headlines with an attributed reaction between Jul 22, 2026 and Oct 19, 2026. The largest was -1.15% in 15 minutes, …
Why NVIDIA (NVDA) Stock Rose 0.90% in 10 Minutes on Oct 19, 2026
Monday, Oct 19, 2026 · MoveSurge measured 22 earlier NVIDIA headlines with an attributed reaction between Sep 17, 2026 and Oct 18, 2026. The largest was +1.83% in 10 minutes, on …
MKS Sells Ophir Optics to TTM Technologies for $650 Million: Why the Two Sides Quote Different Multiples
Monday, Oct 19, 2026 · MKS calls the price more than 18 times this year's earnings; TTM calls it 10.3 times next year's. The gap shows the growth TTM is paying …
Samsung will reportedly have TSMC make the base die for Nvidia's custom HBM on 3nm
Monday, Oct 19, 2026 · Nvidia asked Samsung, SK hynix and Micron to build NVHBM base dies at TSMC, the Seoul Economic Daily reported. Samsung shares rose 1.29% in 10 minutes …
TSMC Q3 2026 earnings: record NT$763 billion profit and a higher Q4 forecast, but the stock fell on October 15
Thursday, Oct 15, 2026 · Net income rose 68.7% and revenue beat TSMC's own guidance by US$0.92 billion, while gross margin slipped to 66.4% and chip stocks kept selling off.
GlobalFoundries gives the US Commerce Department about 4% in a $21 billion Japan-financed fab deal, October 14, 2026
Wednesday, Oct 14, 2026 · Japan funds two fabs in Malta, New York, that GlobalFoundries will run. The stock fell 3.0% after the stake headline, then rose 2.994% after Trump's post.
KOSPI circuit breaker on October 15, 2026: Samsung fell 9.48% and SK hynix 11.06% as Asian chip stocks crashed
Wednesday, Oct 14, 2026 · The KOSPI closed down 7.57% after a 20-minute trading halt, and the Nikkei lost 4.90%, as hot US inflation and AI financing doubts hit memory chipmakers.
Why did the Nasdaq fall 573 points on October 16, 2026? Chip stocks, hot inflation and the worst week since June
Friday, Oct 16, 2026 · The Nasdaq lost 2.1% on Friday and 4.5% for the week as chip stocks sold off after hot CPI and PPI reports and growing doubts about …
Why GlobalFoundries (GFS) Stock Fell 3.00% in 10 Minutes on Oct 14, 2026
Wednesday, Oct 14, 2026 · MoveSurge measured three earlier GlobalFoundries headlines with an attributed reaction between Jul 16, 2026 and Oct 13, 2026. The largest was -6.40% in 15 minutes, on …
Why Marvell Technology (MRVL) Stock Rose 0.50% in 10 Minutes on Oct 12, 2026
Monday, Oct 12, 2026 · MoveSurge measured one earlier Marvell Technology headline with an attributed reaction between Jul 14, 2026 and Oct 11, 2026: +6.57% in 10 minutes, on Oct 6, …
Why Intel (INTC) Stock Fell 0.53% in 10 Minutes on Oct 7, 2026
Wednesday, Oct 7, 2026 · MoveSurge measured seven earlier Intel headlines with an attributed reaction between Jul 9, 2026 and Oct 6, 2026. The largest was -1.23% in 10 minutes, on …
Why Advanced Micro Devices (AMD) Stock Fell 0.59% in 10 Minutes on Oct 8, 2026
Thursday, Oct 8, 2026 · MoveSurge measured 12 earlier Advanced Micro Devices headlines with an attributed reaction between Jul 10, 2026 and Oct 7, 2026. The largest was -7.71% in 15 …
Why Advanced Micro Devices (AMD) Stock Fell 2.12% in 10 Minutes on Oct 6, 2026
Tuesday, Oct 6, 2026 · MoveSurge measured 11 earlier Advanced Micro Devices headlines with an attributed reaction between Jul 8, 2026 and Oct 5, 2026. The largest was -7.71% in 15 …
GlobalFoundries (GFS) stock jumps on a $2 billion, five-year deal to make silicon interposers for TSMC, October 8, 2026
Thursday, Oct 8, 2026 · GlobalFoundries will make the silicon that AI chips and their memory sit on for TSMC's CoWoS packages at its New York fab, with volume from the …
Samsung Q3 2026 earnings: a record 107.4 trillion won operating profit beat estimates while sales fell short
Wednesday, Oct 7, 2026 · Samsung's preliminary third-quarter operating profit rose 782.5% from a year earlier to about 107.4 trillion won, above the LSEG estimate, while sales of about 195 trillion …
SpaceX Seeks $40 Billion Led by Apollo to Buy Nvidia Chips: How It Compares With xAI's GPU Lease Deals
Tuesday, Oct 6, 2026 · The FT-reported package is bank loans plus investment-grade debt, more than eleven times the Apollo loan behind xAI's first Nvidia chip lease vehicle.
Samsung's 2027 HBM4 quote is triple the HBM3E price per gigabit and about double this year's HBM4 stack
Sunday, Oct 4, 2026 · Samsung is asking $4.50 to $4.90 per gigabit for 2027 HBM4, or $1,296 to $1,411 for a 36GB stack, against about $600 for the same stack …
SK hynix long-term agreements in 2026: what is documented about customer deposits for HBM and DRAM
Saturday, Oct 3, 2026 · SK hynix confirmed about 10 five-year supply agreements backed by customer deposits in July 2026, but named no customer and gave no deposit total.
Why Cerebras stock rose after hours on October 2, 2026: Altman calls the chipmaker a close partner
Friday, Oct 2, 2026 · One post from OpenAI's chief executive moved Cerebras shares because a single OpenAI contract sits behind much of the chipmaker's backlog.
Micron Is One Point Behind SK Hynix in DRAM Revenue Share and 32 Points Behind in HBM
Friday, Oct 2, 2026 · Counterpoint data reported on October 2, 2026 put Micron at 24% of DRAM revenue against SK Hynix at 25%, while the HBM ranking stayed far wider.
Why Were Chip Stocks Down on Sep 14, 2026? AI Leaders' Call to Slow Frontier AI Hits Semiconductors
Monday, Sep 14, 2026 · The Philadelphia Semiconductor index closed down 5.86% on Monday after Anthropic's Dario Amodei called for slower frontier AI development and OpenAI's Sam Altman backed him. The …
The HBM Memory Race in August 2026: Samsung, SK hynix, Micron and CXMT, Dated
Thursday, Sep 10, 2026 · Four memory makers moved in one month: Micron flagged custom HBM4E, Samsung scheduled a KRW 6 trillion packaging plant, SK hynix broke ground in Indiana and …
Why Was Nvidia Stock Moving on Oct 28, 2026? NVDA on Oct 27-28, 2026: $3 Billion for Meta, Oracle's Vera Rubin Expansion, Naver
Wednesday, Oct 28, 2026 · Nvidia rose 0.90% to $217.94 on October 27, 2026, as it put $3 billion into Meta's stock offering, Oracle planned a multi-gigawatt Vera Rubin buildout and …
Why Nvidia Fell 17% on Monday, January 27, 2025 — and How Long It Stayed Down
Monday, Jan 27, 2025 · On the selloff day—Monday, January 27, 2025—Nvidia fell 16.9%. It rebounded one day later, nearly recovered 22 days later, then fell again as other risks kept …
Why Was Analog Devices Stock Moving on Aug 19, 2026?
Wednesday, Aug 19, 2026 · A record quarter and guidance whose low end beats consensus. The stock's first reaction was +1.047% — then it handed back -3.55% from there.
Why Did Marvell (MRVL) Stock Rise on Oct 6, 2026? The Investor Day Targets
Thursday, Oct 8, 2026 · Marvell raised its fiscal 2028 revenue outlook to about $20 billion and sized a $400 billion market for 2030. The stock rose 9.08% in the 15 …
Why Is Broadcom (AVGO) Stock Moving? The $50 Billion OpenAI Chip Financing, Oct 7, 2026
Thursday, Oct 8, 2026 · Broadcom is arranging more than $50 billion so OpenAI can pay for its custom chips, the Wall Street Journal reported on October 7, 2026. The package …
TSMC Arizona's Profit Rose 662.8% — and About 90% of It Was Not From Making Chips
Tuesday, Aug 18, 2026 · Arizona earned NT$36.066bn in the first half. Investment income, not manufacturing, supplied most of it.
AMD Launched the Biggest Bond Deal in Its History and the Stock Moved 0.05%
Thursday, Aug 13, 2026 · AMD went to the bond market on August 13, 2026 for as much as $5 billion across four tranches — potentially the largest offering the company …
Why Was AMD Stock Up on Oct 28, 2026? AMD Rises 5.45% on Oct 27, 2026 After a $1 Billion Investment in Meta
Wednesday, Oct 28, 2026 · AMD rose 5.45% to $560.26 on October 27, 2026, after committing $1 billion to Meta's stock offering and saying its Helios racks are in testing at …
The iPhone Assembler Now Earns Most of Its Money From AI. Its Own CEO Says the Limit Isn't His Factories
Thursday, Aug 13, 2026 · Hon Hai reported record second-quarter results on August 12, 2026: operating profit up 68% to NT$94.8 billion, and cloud and networking products at 51% of revenue …
China's Newest Memory Challenger Is Refusing to Compete on Price. That Is the Surprising Part
Thursday, Aug 13, 2026 · CXMT is pushing into mobile DRAM, the memory that goes into phones, putting it in direct competition with Samsung and SK hynix. A new entrant with …
Samsung Hit the 'Golden Yield' on HBM4 — Months Ahead of Its Own Target
Tuesday, Aug 11, 2026 · Samsung's HBM4 production yield has reportedly reached 80% — the level chipmakers call a golden yield, where manufacturing turns predictably profitable. The company started mass production …
Why Was the KOSPI Surging on Aug 11, 2026?
Tuesday, Aug 11, 2026 · Latest session, August 12, 2026: the KOSPI jumped 3.65% to 6,576.99 by late morning, led by Samsung Electronics up 6.68% and SK hynix up 4.49%. The …
Super Micro and CoreWeave Reported the Same Night. Together They Map the AI Buildout
Tuesday, Aug 11, 2026 · On August 11, the company that builds AI servers and a company that rents them out reported within minutes of each other. Super Micro booked over …
Why Was Super Micro Stock Up on Oct 21, 2026? Q1 Sales Pre-Announced Far Above Guidance on October 20, 2026
Wednesday, Oct 21, 2026 · Super Micro said on October 20, 2026 that fiscal first-quarter sales would be $18.5 billion to $19.5 billion, against guidance of $14.5 billion to $15.5 billion. …
Super Micro Beat on Profit, Missed Slightly on Sales — and Booked Over $60 Billion of New Orders
Tuesday, Aug 11, 2026 · Super Micro's fiscal fourth quarter, reported August 11: adjusted EPS of $1.70 came in well ahead of the consensus estimate of $1.59, net sales of $11.12 …
TSMC and Sony Are Building a $4.7 Billion Image-Sensor Company in Kumamoto
Tuesday, Aug 11, 2026 · Sony and TSMC announced a $4.69 billion joint venture on August 11 to develop and manufacture next-generation smartphone image sensors in Kumamoto, Japan. Sony puts in …
Nvidia Cut the Memory in Each Rubin Ultra Chip. UBS Says Total Memory Demand Goes Up Anyway
Tuesday, Aug 11, 2026 · UBS says Nvidia was forced to reduce the high-bandwidth memory in each Rubin Ultra VR300 GPU to 512GB from a planned 768GB because supply is too …
Intel Is Selling $15 Billion of New Stock After Its Shares Nearly Tripled
Tuesday, Aug 11, 2026 · Intel announced a $15 billion underwritten stock offering on August 10 to fund AI chips and its foundry build-out — cashing in on a share price …
TSMC's Second Japan Fab Was Upgraded to 3nm for the AI Boom — Then an Earthquake Paused Construction
Friday, Aug 7, 2026 · Taiwan's government approved TSMC's plan to deploy advanced 3-nanometer production at its second Kumamoto, Japan fab, upgraded from an original 6-to-12nm plan on soaring AI-chip demand. …
Why Is TSMC (TSM) in the News? Its Second Japan Fab Just Got Upgraded to 3nm
Friday, Aug 7, 2026 · Taiwan's government approved TSMC's plan to deploy advanced 3-nanometer production at its second Kumamoto, Japan fab — a major upgrade from the facility's original 6-to-12nm plan, …
SK Hynix Approved $39 Billion for Two New Fabs — and the Two Are on Completely Different Clocks
Friday, Aug 7, 2026 · SK hynix approved a combined 54 trillion won (roughly $39 billion) investment across two new facilities: 35.2 trillion won for a second-phase fab at its Yongin …
SK Hynix Raised Its Dividend 25% the Same Quarter It Cut Debt by Billions — the AI Memory Boom Is Showing Up on the Balance Sheet
Friday, Aug 7, 2026 · SK hynix raised its annual fixed dividend 25% to 1,500 won per share from 1,200 won, declaring a quarterly installment of 375 won — alongside record …
Samsung's Most Advanced Foundry Capacity Is Fully Booked Through 2027 — and It's Pitching 5nm as the Overflow Option
Thursday, Aug 6, 2026 · Samsung's 4nm foundry capacity is fully booked through 2027, driven by HBM4 base-die production and Nvidia orders. With its most advanced available node sold out, Samsung …
SK Hynix Is Removing Price Caps From Its Memory Contracts — a Break From How the Industry Has Priced HBM for Years
Thursday, Aug 6, 2026 · SK hynix is reportedly removing the price cap from its long-term memory supply agreements, allowing spot-market price increases to flow directly into contract pricing during shortages …
Microchip Technology's Net Sales Jumped 38% in Fiscal Q1 2027, Beating Its Own Guidance on Both Sales and EPS
Thursday, Aug 6, 2026 · Microchip Technology's fiscal Q1 2027 net sales rose 38% year over year and 13.2% sequentially to $1.485 billion on August 6, 2026, above the high end …
Why Microchip Technology (MCHP) Stock Rose After Fiscal Q1 2027 Earnings: Net Sales Jumped 38% as the Chip-Inventory Glut Cleared
Thursday, Aug 6, 2026 · Microchip Technology's fiscal Q1 2027 net sales rose 38% year over year and 13.2% sequentially to $1.485 billion, above the high end of its own guidance. …
Western Digital Beat on Everything and Still Fell 16%. Its Storage Rival SanDisk Had the Same Day
Thursday, Aug 6, 2026 · Western Digital's fiscal Q4 2026 revenue jumped 44% to $3.75 billion and EPS of $3.56 beat estimates by more than 6%, driven by cloud demand for …