Shares of semiconductor companies are trading lower, possibly amid sympathy with peer Advanced Micro Devices after Elon Musk announced that SpaceX plans to exclusively source its AI processors from Nvidia.

Shares of semiconductor companies are trading higher after the Anthropic-Akamai deal demonstrated industry demand. Also, Meta's Muse AI agent strengthens the case for continued spending on CPUs, GPUs and AI infrastructure.

Shares of chip companies are trading higher amid overall market strength, falling yields and declining oil prices. The industry may be boosted by recent talks between Intel and SK Hynix regarding U.S. chip manufacturing.

Can AEHR's Diversification Strengthen Its Growth Outlook?

Aehr Test Systems has dramatically diversified its revenue streams, with AI processors and silicon photonics now driving nearly 95% of fiscal 2026 revenues, compared to over 95% EV-related SiC exposure two years prior. The company secured a $22 million follow-on order for AI processor systems in August and maintains a $100.6 million backlog with a $130-$150 million fiscal 2027 revenue outlook, though it faces intense competition from larger rivals Teradyne and FormFactor in the semiconductor test equipment market.

Shares of semiconductor and chip-related companies are trading lower after AI executives signaled that the industry's growth may need to be slowed. The industry is also facing pressure as oil prices spike in reaction to the escalating conflict in the Middle East which can lead to inflation, tighter lending and reduced demand.

Shares of semiconductor companies are trading higher amid overall market strength and easing inflation concerns as investors return to AI-related companies.

ASE Technology Holding Co Reports Q2 2026 Results: Full Earnings Call Transcript

ASE Technology Holding Co (NYSE:ASX) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. Benzinga APIs provide real-time