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TSMC Posts Q4 Beat, Record 2025 Sales as AI Boom Drives Orders

Investors now await Jan. 15 guidance on the 2026 outlook, including capital spending.

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

MetaX Soars Up to 755% in Shanghai Debut After Heavily Oversubscribed AI Chip IPO

SanDisk’s 2025 Rally Faces a Test of NAND Cycle Endurance

Wolfspeed Secures $698.6 Million CHIPS Tax Refund After Bankruptcy Exit

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

U.S. Signs Preliminary $150 Million Equity Offer With xLight for EUV Laser Source

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike

Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

Micron Hits Fresh Records as Analysts Lift Targets on AI Memory Boom

ASML Seen as Prime Beneficiary of Projected AI Infrastructure Boom

ASML Signals 2026 Sales Holding Up as EUV Orders Surge

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

Navitas Positions GaN and SiC Power Chips for Nvidia’s 800 VDC AI Architecture

Wolfspeed Exits Chapter 11, Slashes Debt as Creditors Take Control

Marvell Launches $5 Billion Buyback and $1 Billion ASR as AI Focus Lifts Shares

Navitas Stock Rebounds on Nvidia Deal as Revenue Outlook Weakens

TSMC Shares Rise on Strong August Sales, Extending AI-Driven Rally

University of Florida Photonic Chip Executes AI Convolution With Up to 100x Energy Efficiency