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TSMC Secures 10‑Year Amkor Pact as AI Demand Fuels Expansion

The pact plus analyst upgrades signal that structural AI demand is funding big capex to expand wafer and packaging capacity.

Micron Reaches Trillion-Dollar Valuation as Q3 Earnings Become the Market's Decider

Analysts Lift Lam Research Targets on Multi-Year AI Chip-Equipment Upswing

Astera Labs Ships Scorpio X‑Series Switch as Q1 Revenue Hits Record

Semiconductor Index Surges 55% as Fund Managers Warn of Overheated AI Bets

Snowflake Rally Shows Investors Will Pay for AI That Drives Today’s Revenue

Astera Labs Stock Surges After Record Quarter and Evercore Upgrade

Nvidia Sets Fresh Records Ahead of May 20 Earnings

AI Hardware Leaders Power 2026 Market Rally

AI Boom Fuels Big Calls on Micron and Intel as TSMC Defers Next‑Gen Tool Buys

Report Links Applied Materials to Tesla’s Terafab as AI Tool Demand Surges

Navitas Sets New High, Then Eases as AI Power Pivot Fuels Wild Trading

Arm Shares Hit Record After SoftBank Expands Rene Haas’s Role

POET Technologies Confirms Marvell Purchase Order as Shares Jump

TSMC Sets Profit Record and Raises 2026 Outlook on Soaring AI Chip Demand

TSMC March Sales to Test AI Chip Supply on April 10

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets