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Semiconductors

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26 ARTICLES

yesterday

HBM and NAND Shortage Drives Micron and SanDisk Rerating

Large multi‑year contracts plus scarce HBM and NAND push near‑term revenue and stock valuations to new highs with the outlook tied to upcoming earnings, capacity additions, Taiwan labor talks

6 ARTICLES

yesterday

AMD Tops $1 Trillion Market Value on Data‑Center Surge

3 ARTICLES

yesterday

Michael Burry Increases Shorts on Micron, Palantir, Nebius and Semiconductor ETF

3 ARTICLES

yesterday

SK Hynix Weighs U.S. Fab Options as Shares Jump on Intel Talks and Solidigm Report

10 ARTICLES

6d ago

Intel Rally Tests Valuation as Foundry Deals and Yields Become the Next Proof Point

22 ARTICLES

last wk.

Nvidia Solidifies AI Compute Lead as Revenue Soars and New Risks Emerge

13 ARTICLES

last wk.

Micron Rockets on AI Memory Sales as India Plant Starts Production Ahead of September 30 Report

27 ARTICLES

last wk.

SK Hynix in Exploratory Talks With Intel to Make Memory Chips in U.S.

14 ARTICLES

last wk.

Broadcom Stands by $115B/$230B AI Revenue Targets as Chip Stocks Slip

5 ARTICLES

last wk.

Skyworks Tops S&P After Apple Foldable Launch and Qorvo Deal Nears Final Clearance

6 ARTICLES

last wk.

Nvidia Returned $26 Billion and Pledged to Give Back Half of Free Cash Flow

4 ARTICLES

last wk.

Qualcomm and AWS Announce Deal Allowing Amazon to Buy Up to $60 Billion in AI Chips

3 ARTICLES

last wk.

Kioxia Is Preparing a U.S. ADS Listing to Tap Deeper Capital Markets

Semiconductors

HBM and NAND Shortage Drives Micron and SanDisk Rerating

AMD Tops $1 Trillion Market Value on Data‑Center Surge

Michael Burry Increases Shorts on Micron, Palantir, Nebius and Semiconductor ETF

Qualcomm Agrees to Acquire PickNik to Fold MoveIt into Dragonwing

AMD Briefly Tops $1 Trillion After Five-Day AI-Driven Rally

Acer Says RAM Shortage Won’t Last to 2030 and Sees Prices Peaking in Mid‑2027

China’s CXMT Says Fifth‑Generation DRAM Platform Enters Mass Production

Three Ways to Back AI Hardware: Arm, SK Hynix and AMD

Micron Guides to $50 Billion Quarter as AI Memory Surge Drives Record Margins

CXMT Plans Beijing NAND R&D Line to Enter Flash-Memory Market

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Semiconductors

SK Hynix Weighs U.S. Fab Options as Shares Jump on Intel Talks and Solidigm Report

Intel Rally Tests Valuation as Foundry Deals and Yields Become the Next Proof Point

Nvidia Solidifies AI Compute Lead as Revenue Soars and New Risks Emerge

Micron Rockets on AI Memory Sales as India Plant Starts Production Ahead of September 30 Report

SK Hynix in Exploratory Talks With Intel to Make Memory Chips in U.S.

Broadcom Stands by $115B/$230B AI Revenue Targets as Chip Stocks Slip

Skyworks Tops S&P After Apple Foldable Launch and Qorvo Deal Nears Final Clearance

Nvidia Returned $26 Billion and Pledged to Give Back Half of Free Cash Flow

Qualcomm and AWS Announce Deal Allowing Amazon to Buy Up to $60 Billion in AI Chips

Kioxia Is Preparing a U.S. ADS Listing to Tap Deeper Capital Markets

Never miss stories about

Semiconductors