Semiconductors

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4 ARTICLES

yesterday

AMD’s Record Q2 Revenue Raises Cash‑Flow and Execution Questions

Higher capital spending with swelling supplier payables has raised questions about near‑term free cash flow and the pace of customer ramps for its AI systems.

3 ARTICLES

3d ago

Commerce Signs Letters of Intent for $874 Million in CHIPS Incentives and Seeks Minority Equity Stakes

4 ARTICLES

last wk.

Navitas Reports Q2 Revenue Gain as It Pushes Into AI Power Chips

3 ARTICLES

last wk.

Synopsys Unveils Fully Autonomous Agentic EDA and CAE Workflows Built With NVIDIA

12 ARTICLES

3w ago

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

8 ARTICLES

3w ago

Tower Semiconductor Announces $3 Billion Japan Expansion Backed by $1 Billion in METI Grants

4 ARTICLES

3w ago

Wall Street Reprices AMD on Rising AI Server Demand

3 ARTICLES

4w ago

Applied Materials Rallies After CEO Says Customers Are Laying Out Demand to 2030

6 ARTICLES

4w ago

TSMC Reportedly Plans 5–10% Price Hikes on Advanced Nodes

3 ARTICLES

last mo.

IBM Unveils NanoStack, a Claimed 0.7 nm Three‑Dimensional Transistor Design

4 ARTICLES

last mo.

Astera Labs Hits Record High After Stifel Doubles Price Target

8 ARTICLES

last mo.

Analysts Push Up Applied Materials Price Targets as BofA Sets $720 Goal

35 ARTICLES

last mo.

IBM Unveils 0.7 nm 'Nanostack' Chip Technology

6 ARTICLES

last mo.

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

5 ARTICLES

last mo.

Evercore Starts Coverage of Credo With $325 Target and Outperform Rating

4 ARTICLES

last mo.

ASML Reinforces Monopoly as Analysts Lift Targets and Board Clears €12 Billion Buyback

3 ARTICLES

last mo.

Applied Materials and EssilorLuxottica Sign Long-Term Deal to Develop AR and AI Smart Glasses

Semiconductors

AMD’s Record Q2 Revenue Raises Cash‑Flow and Execution Questions

Entegris Posts Strong Quarter as AI-Driven Chip Demand Boosts Sales

GlobalFoundries Directors Withheld Shares at Below-$50 Prices

Applied Materials Jumps After Peer Beat but Remains Well Below Prior Highs

Commerce Signs Letters of Intent for $874 Million in CHIPS Incentives and Seeks Minority Equity Stakes

Navitas Reports Q2 Revenue Gain as It Pushes Into AI Power Chips

Synopsys Unveils Fully Autonomous Agentic EDA and CAE Workflows Built With NVIDIA

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

Tower Semiconductor Announces $3 Billion Japan Expansion Backed by $1 Billion in METI Grants

Wall Street Reprices AMD on Rising AI Server Demand

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Semiconductors

Applied Materials Rallies After CEO Says Customers Are Laying Out Demand to 2030

TSMC Reportedly Plans 5–10% Price Hikes on Advanced Nodes

IBM Unveils NanoStack, a Claimed 0.7 nm Three‑Dimensional Transistor Design

Astera Labs Hits Record High After Stifel Doubles Price Target

Analysts Push Up Applied Materials Price Targets as BofA Sets $720 Goal

IBM Unveils 0.7 nm 'Nanostack' Chip Technology

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

Evercore Starts Coverage of Credo With $325 Target and Outperform Rating

ASML Reinforces Monopoly as Analysts Lift Targets and Board Clears €12 Billion Buyback

Applied Materials and EssilorLuxottica Sign Long-Term Deal to Develop AR and AI Smart Glasses

Never miss stories about

Semiconductors