Semiconductors

Manufacturing Chip Manufacturing Chip Design Artificial Intelligence AI Chips Nvidia Memory Chips AI Technology Graphics Processing Units Chips

Micron Extends Breakout as UBS Lifts Target on Multi‑Year Memory Shortage Bet

Wall Street now looks to the March 19 report for proof of pricing power.

AMD Stock Sinks Despite Strong Quarter as Near-Term Outlook Disappoints

SiTime to Acquire Renesas Timing Assets in Cash-and-Stock Deal

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

SIA Sees Semiconductor Sales Reaching $1 Trillion in 2026 on AI Boom

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

Leak Points to Qualcomm Testing 5GHz Cores, Exploring Samsung HPB Cooling for Snapdragon 8 Elite Gen 6

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Qualcomm Posts Record Quarter, Trims Outlook on DRAM Shortage Tied to AI Demand

TSMC Plans 3nm Production in Japan With $17 Billion Kumamoto Upgrade

Texas Instruments to Acquire Silicon Labs in $7.5 Billion All-Cash Deal

Positron Raises $230 Million to Challenge Nvidia in AI Inference

AMD Slumps After Q4 Beat on Cautious Q1 Outlook and China AI Chip Disclosure

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook

Intel and SoftBank’s Saimemory Team Up on Z‑Angle Memory for AI, Targeting Prototypes in FY2028

Skyworks Beats Q1 Expectations, Guides for Seasonal Dip as Broad Markets Hold

Nvidia’s Decade Delivers 27,000% Return as Market Cap Reaches About $4.5 Trillion

NXP Beats Q4 and Lifts Outlook as It Refocuses on Auto and AI

Nvidia Confirms N1X/N1 Arm Chips for AI PCs as Fresh Reports Point to Delays