Technology ❯ Semiconductors ❯ Chip Manufacturing

Market Trends

Nvidia Intel Artificial Intelligence Company Performance Inventory Management AI Infrastructure Qualcomm Tariffs Impact AI GPUs AI-driven Spending

Computacenter Lifts Outlook After Q1 Hardware Surge From AI Data Centre Spend

AI/data-centre build-outs are pulling hardware demand forward for integrators like Computacenter.

Arm Stock Falls After Morgan Stanley Downgrade Over Near-Term AI Chip Risks

Qualcomm Authorizes $20 Billion Open-Ended Buyback, Lifts Dividend

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

Qualcomm Set to Report Q1 Fiscal 2026 Results Wednesday as Wall Street Watches Key Signals

Microchip Lifts Q3 Sales Outlook to About $1.185 Billion on Booking Strength

STMicroelectronics Flags Q1 2026 Revenue Drop From Q4, Points to 20% YoY Rebound

TSMC Grabs Record 70.2% Foundry Share on Q2 Surge to $30.24 Billion

Marvell Shares Jump After Custom AI Event Highlights Expanded Data Center Market

Intel Evaluates Sale of Network and Edge Unit in Strategic Shift

Super Micro Cuts Q3 Guidance, Shares Drop Over 15%

Italy Pressures STMicroelectronics for CEO Change as Tensions Escalate

David Bonderman, Billionaire Investor and Seattle Kraken Co-Owner, Dies at 82

Astera Labs Stock Soars Following Robust Q3 Earnings

Intel Board Member Lip-Bu Tan Resigns Amid Financial Struggles

Infineon to Cut 1,400 Jobs and Relocate 1,400 More Amid Market Struggles

Arm Holdings Faces Market Doubts Despite Strong Quarterly Revenue