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TSMC Hikes 2026 Revenue Forecast and Capex After 45% July Sales Surge

The jump shows faster AI-driven demand that is pushing TSMC to expand capacity overseas and lift spending on production tools.

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Micron Pulls Back From Peak Despite Record AI-Driven Results

Astera Labs Posts 104% Revenue Jump as PCIe‑6 Products Drive Early Production Win

Qualcomm Stock Slides After Guidance Miss

AI Chip Orders Lift Teradyne, Carillon Says

Qualcomm Faces Earnings Test After 35% Slide Ahead of July 29 Report

O’Keeffe Stevens Urges Caution After Q2 Rally While Backing Sphere and Callaway

Nvidia’s Dominance Forces Investor Choice With Marvell’s Infrastructure Growth

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

Intel Announces Job Cuts in Data Center and AI Group

NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

Fred Alger Says Q2 Rally Lifted Funds as SIMO and CDNL Drove Gains and FBRX Held Back Returns

Hedge Funds Stage Record Exit From U.S. Tech, Chips Take Biggest Hit

Vanguard ETFs Shift Investor Playbook as International and Tech Funds Outperform

SanDisk Shares Fall About 25% in Four Days After Rapid Rally

Micron Locks Multi-Year Memory Deals With Seven Tier-1 Automotive Suppliers

CXMT Prices RMB 8.66 STAR Market IPO Ahead of Late‑July Shanghai Listing

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

SK Hynix Raises $26.5 Billion in Record ADR Listing as Shares Trade at a Premium

Kioxia Begins Mass Production of 332‑Layer Flash at Kitakami