Technology ❯ Semiconductors

Market Trends

Company Performance Stock Performance AI Demand Artificial Intelligence Earnings Reports Revenue Growth Investment Nvidia Cyclical Industries Revenue Forecasts

Arm Hits Record as AI Shifts Demand Toward CPUs

Investor bets on AI workloads that need more central processors are lifting expectations for Arm’s new strategy.

Taiwan Lifts Fund Stock Cap to 25%, Sending TSMC to a Record

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Sources Say YMTC Plans Two More Chip Fabs as Wuhan Plant Nears Completion

Wall Street Splits on AMD as AI Workloads Lift Outlook Before Q1

ARK Invest Sells $84 Million in Tech and Chip Stocks, Adds Tempus AI

Intel's Foundry Gambit Draws Fresh Interest as Reports Suggest Nvidia May Tap Its Fabs for 2028 GPUs

Broadcom Draws Fresh Upgrades on AI Momentum as TPU Costs Challenge Nvidia

U.S.–Taiwan Chip Pact Cuts Tariffs and Pledges $500 Billion Toward U.S. Production

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

Micron Extends Rally After Blowout Quarter as 2026 HBM Capacity Is Fully Committed

RRP Semiconductor’s 55,000% Leap Triggers SEBI Probe and BSE Trading Curbs

South Korea’s November Exports Beat Forecasts on Record Chip Sales, Auto Rebound

White House Weighs Allowing Nvidia’s H200 Sales to China, Boosting AI Stock Sentiment

Intel Returns to Profit as 18A Hits High-Volume Output and Supply Tightens

China Chip Industry Group Decries Dutch Freeze on Nexperia After CEO Suspension

TSMC Beats Q3 Revenue Forecasts on AI Demand With September Sales Up 31%

AMD–OpenAI Supply Pact Recasts AI Compute as Nvidia Backs xAI and Flags China Competition

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

Fed Delivers First 2025 Rate Cut as Wall Street Extends Record Run

Micron Jumps as Citi Hikes Target to $175, Flags Guidance Upside on AI Memory Strength