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Semiconductor Industry

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Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

AI infrastructure buildout is fueling demand for equipment used to produce high‑performance chips.

Cadence Launches ChipStack AI ‘Super Agent’ for Chip Design, Citing Up to 10x Speedups

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

ASML Sets Records and Lifts 2026 Outlook on AI Tool Demand, Plans 1,700 Job Cuts

Morgan Stanley Names Micron Top Pick, Raises Target to $338 on Tight Memory Supply

DeepSeek Releases V3.1, Tunes FP8 Format for Forthcoming Chinese AI Chips

Micron Shares Climb on Surging AI Memory Demand and Upbeat Outlook