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Nvidia Micron Technology Advanced Micro Devices Broadcom SK Hynix SK hynix Lattice Semiconductor Coherent Corp. YMTC Taiwan Semiconductor Manufacturing Co Glass Substrate Semiconductor Development Glass Substrate Mass Production Specific Companies GlobalFoundries Intel Texas Instruments Samsung Foundry ASML Taiwan Semiconductor Manufacturing Co. Micron Technology Inc NVIDIA Corporation Broadcom Inc. Sandisk Credo Technology Group Holding Ltd. Sandisk Corp. Micron Technology, Inc. Longxin Technology Samsung Astera Labs, Inc. Compound Semiconductor Technology Marvell Technology Aeluma, Inc. NVIDIA AMD

SanDisk Shares Fall About 25% in Four Days After Rapid Rally

Analysts remain bullish given $42 billion in multiyear AI supply contracts that lock in revenue visibility ahead of an August 5 earnings report.

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Micron Extends AI-Fueled Rally as HBM Orders Are Booked Through 2026

Loop Capital Initiates Astera Labs at Buy With $250 Target on AI Connectivity Thesis

Nvidia Reclaims Top Billing on Wall Street as Big Buyers and Backlogs Confront AI Spending Doubts

Memory Stocks Sink After Korea Selloff Tied to Iran Energy Fears

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook

Credo’s Record Quarter Rides AI Data-Center Buildout as It Licenses AEC Tech to Siemon