#semiconductors
12 posts
Taiwan Semiconductor Manufacturing Company (TSMC) $TSM reported its sixth consecutive record quarterly profit, demonstrating that demand for artificial intelligence chips shows no signs of abating....
Apple Inc. $AAPL has reduced orders for iPhone 18 Pro components due to softer-than-expected demand, according to Nikkei Asia. The move signals potential weakness in premium smartphone sales ahead ...
Citigroup has raised its price target for Advanced Micro Devices $AMD to $800, citing accelerating demand from Meta Platforms $META for artificial intelligence chips. The upgrade reflects Wall Stre...
Micron Technology $MU workers at the company's Taiwan plant voted to authorize a strike, escalating labor tensions over compensation amid a critical period for semiconductor output. Taiwan's chipma...
AMD $AMD Chief Executive Lisa Su announced plans for a substantial increase in chip supply in 2027, citing "very high" sustained demand for semiconductors expected to continue for years. The commen...
Broadcom $AVGO will extend credit of up to $42 billion to Anthropic $ANTHROPIC to finance large-scale leasing of its computing chips and infrastructure. The arrangement structures a strategic partn...
Nvidia $NVDA unveiled a historic $150 billion share buyback authorization, the largest single program in the company's history, fueled by sustained artificial intelligence chip demand and record pr...
Alibaba $BABA unveiled a new artificial intelligence chip it describes as China's most powerful, prompting a share price increase amid growing competition in semiconductor innovation. The company's...
Japan-based memory-chip maker Kioxia is exploring a $10 billion initial public offering in the United States, betting on sustained demand for AI infrastructure and data center memory capacity. The ...
JPMorgan has upgraded Meta Platforms $META as part of a broader reassessment of artificial intelligence exposure, while naming KLA Corporation $KLAC as its top semiconductor equipment pick.
T...
Taiwan Semiconductor Manufacturing Company $TSM posted a surge in August revenues exceeding 53% growth year-over-year, underscoring robust demand from AI chipmakers and data center operators. The w...
Qualcomm $QCOM and Amazon $AMZN struck a $4 billion agreement for custom chip development targeting data center infrastructure, signaling robust demand for AI-optimized semiconductors. The deal und...