#semiconductor
59 stories
Mueon secures $65M for 3D computing modules
Mueon's $65M funding aims to build 3D server tech for AI and hyperscale workloads.
SiliconANGLE · 1m
TSMC posts strong third-quarter results, but shares drop amid AI selloff
TSMC reports strong quarterly results as AI stocks fall.
SiliconANGLE · 1m
U.S. chip project significant for Japan-U.S. AI edge
Japan's economy minister highlights $21bn U.S. chip plants boosting AI competition.
The Japan Times · 1m
Vinci4D AI speeds up chip design simulations
Vinci4D’s physics-driven AI cuts chip design simulation time by 99.9% with AMD hardware.
SiliconANGLE · 1m
Intel Secures Foundry Deals With Tech Giants
Intel reportedly lands foundry contracts with Apple, Nvidia, Broadcom, and others.
BigGo Finance · 1m
Delaware Jury Awards $2 to Qualcomm Over Arm Breach
Delaware jury rules Arm Holdings breached Qualcomm license pact, awarding $2 in nominal damages.
BigGo Finance · 1m
Micron Stock Targets $3,000 with $35.16B Buyback
Micron's $35.16 billion stock buyback program could push shares to $3,000 as AI demand boosts memory prices.
The Motley Fool · 1m
Applied Materials Opens $5B Chip Research Facility
Applied Materials launches $5B facility to speed up AI chip innovation with industry partners.
SiliconANGLE · 1m
Elon Musk's AI Factory Vision
Musk's Texas chip plant aims to build AI that supplants humanity.
Mother Jones · 1m
Oil Surges After Saudi Airport Attack
Saudi airport attack spikes oil prices as New York stocks mix amid semiconductor weakness.
BigGo Finance · 1m
Semiconductor Stocks Plunge as CXMT Advances in Memory Tech
China's CXMT memory tech progress triggers semiconductor selloff with Micron down 3.9% and SOXL off 8.2%.
BigGo Finance · 1m
AI-powered engineering reshapes chip design
AI tools speed up chip design as semiconductor industry hits $1 trillion revenue.
SiliconANGLE · 1m
Marvell Shares Drop 6.3% Despite Analyst Upgrades
Marvell Technology shares fell 6.3% Thursday as Wall Street firms raised price targets but investors took profits.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Ultra Clean Holdings Drops 6.0% Amid Sector-Wide Selling
Semiconductor equipment stocks fall as investors reassess chip industry demand.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
SpaceX Tesla Build Terafab Texas
SpaceX and Tesla's $55 billion Texas factory will make chips for rockets and robots.
Jalopnik · 1m
AMD AI Accelerator Momentum Faces Margin Test
AMD's data-center growth shows promise but investors must see if AI accelerator revenue scales profitably without sacrificing margins.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
ASML's AI and China Demand Drive Semiconductor Growth
ASML's semiconductor equipment sales surge as AI and China policies shape future demand.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
SiTime Stock Drops 5.7% in Semiconductor Selloff
SiTime's stock fell 5.7% Wednesday as semiconductor peers dropped together.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
St. James Investment Company Value Investor
Value investors find enduring moats in tech and markets.
Seekingalpha · 2m
MaxLinear's Data-Center Growth Focus
MaxLinear's data-center revenue surge drives investor focus on execution.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
AI Chip Supplier Camtek Gains Momentum
Camtek's AI chip inspection tech could outpace Nvidia in AI growth.
Yahoo Finance · 1m
Kulicke and Soffa Jumps 5.7% in Sector Rally
Kulicke and Soffa's stock surged 5.7% on Friday as semiconductor equipment peers rallied together.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Jeol Launches Haxis Microscope for Semiconductors
Jeol begins sales of HAXIS low-angle ion milling SEM for semiconductor failure analysis.
Financialpost · 1m
Entegris Rises 5.8% in Sector Rally
Semiconductor equipment firm Entegris jumps 5.8% as sector-wide rally lifts peers.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Power Integrations Rises 5.3% in Semiconductor Rally
Power Integrations jumps 5.3% amid semiconductor sector gains.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Diodes Shares Surge 6.6% in Semiconductor Rally
Diodes stock jumps 6.6% as semiconductor sector rallies.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Synaptics Surges 13.6% Amid Sector Rally
Synaptics jumps 13.6% as semiconductor stocks rally.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Vishay Intertechnology Surges 8.5% in Semiconductor Rally
Semiconductor stocks jump as Vishay leads sector gains.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
ASML's EUV Monopoly
Dutch tech giant ASML dominates semiconductor lithography with EUV machines costing hundreds of millions.
MoneyWeek · 2m
Skyworks Stock Surges 33% in Month
Skyworks stock surged 33% in a month, but is the opportunity too late to buy?
24/7 Wall St. · 1m
Taiwan Foreign Minister Visits Arizona
Taiwan's foreign minister heads to Arizona to strengthen economic ties with U.S. semiconductor firms.
The Japan Times · 1m
Dolby Labs Q2 Stock Drop Explained
Cambiar SMID Fund highlights Dolby Labs' Q2 decline amid semiconductor gains.
Yahoo Finance · 1m
Synopsys Shares Jump After Analyst Upgrades
Synopsys stock rises 7.6% as four Wall Street firms boost price targets.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Marvell, AMD & Broadcom 2027 Price Targets
Analyst predicts Marvell, AMD, and Broadcom could hit $325, $800, and $600 by 2027.
24/7 Wall St. · 1m
Micron Reclaims $1,000: AI Memory Shift
Micron's AI-driven memory demand lifts shares above $1,000 as structural shifts unlock growth.
24/7 Wall St. · 1m
Micron Q4 Earnings Beat
Micron's Q4 revenue jumps to $54.23 billion, beating estimates.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Nvidia Faces AI Valuation Reality Check
Nvidia's AI leadership faces yield and valuation pressure as growth concentrates on hyperscalers.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Manipur Selects 25 Graduates for SMT Training
Manipur picks 25 graduates for semiconductor skills at IIT Madras with government funding and placement help.
The Economic Times · 1m
Taiwan's Taiex hits record high on tech surge
Taiwan's benchmark index reaches record intraday high as semiconductor stocks advance on AI optimism.
CNBC · 1m
S&P 500 and Nasdaq Outperform Tough September
Stocks weathered September's volatility as inflation data and election season boost Q4 prospects.
Kiplinger · 1m
Dutch chipmaker Euclyd takes Samsung's backing to challenge Nvidia
A Netherlands startup backed by Samsung raised $231 million to build AI chips, but won't ship hardware until 2028.
TechRadar · 1m
Intel surges as CPU stocks rally on agent AI boom
Intel and other CPU makers jump on signs that consumer AI agents will drive demand for processors, reversing months of supply concerns.
CNBC · 3m
3 Chip Stocks Win TSMC Packaging Boom
TSMC's packaging surge boosts KLA, Camtek, Nova.
24/7 Wall St. · 1m
TSMC's AI Packaging Edge
TSMC's packaging bottleneck drives repeat buys.
Yahoo Finance · 1m
Direxion Chip ETF Plummets 14% in Selloff
Semiconductor ETF drops 14% as chip sector faces sharp selloff.
Yahoo Finance · 1m
Samsung Doubles HBM4 Output Next Year
Samsung to double HBM4 output next year.
Seoul Economic Daily · 1m
MaxLinear Plummets 7.3% in Semiconductor Selloff
MaxLinear shares drop 7.3% as semiconductor sector faces broad selling pressure.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Synaptics Rises 6.3% in Semiconductor Rally
Synaptics jumps 6.3% as semiconductor sector surges
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Cohu Shares Jump 5.1% in Semiconductor Rally
Cohu stock rises 5.1% as semiconductor equipment peers surge together
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Micron HBM4 Ramps Fast as AI Demand Surges
Micron's HBM4 sales surge and AI-driven memory demand boost profits amid tight supply.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Meta's Muse AI Boosts Processor Stocks
Meta's new AI agent sparks 13% surge in Arm, 12% in Intel, 9% in AMD as CPU demand bet intensifies
24/7 Wall St. · 1m
Veeco Instruments Rises 5.4% in Semiconductor Sector Rally
Veeco Instruments jumped 5.4% Friday as semiconductor equipment stocks surged across the board.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
Trio-Tech Q4 2026 Results Show Net Loss
Trio-Tech International reported a $200,000 net loss for Q4 2026 despite 40% revenue growth.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m
India's semiconductor shift beyond chip fabs
India's semiconductor growth now targets design, materials and global supply chains, not just wafer fabrication.
The Economic Times · 1m
Broadcom $5,000 to $11,000 by 2028
A $5,000 investment in Broadcom could grow to $11,000 by 2028 based on AI revenue projections.
Yahoo Finance · 1m
Intel and SK Hynix Discuss Ohio Memory Chips
Intel and SK Hynix in talks to make memory chips at Ohio campus, boosting stocks but Micron faces competition
Yahoo Finance · 1m
Micron at $927: A Hold, Not a Buy
Micron's stock has surged 489% in a year, but peak margins and AI spending uncertainty make waiting the smarter move.
Yahoo Finance · 2m
Alexis Crowell on AI at the edge
Axelera AI's CMO explains why inference belongs closer to data, not in the cloud.
Newsweek · 2m
Intel stock quadrupled, then fell 29% from its peak
After a 310% gain in a year, Intel faces questions about how much further it could drop in a market shock.
TradingView · 2m