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Semiconductors

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Micron Posts Record $54.2 Billion Quarter After Signing 26 Multi‑Year AI Memory Deals

The agreements raise revenue visibility because hyperscale demand for high‑bandwidth memory outpaces industry production through fiscal 2027–2028.

Micron Tops $1 Trillion as Strong Results Collide With a Market Reprice

Tepper’s Appaloosa Exits 12 Holdings to Concentrate on Amazon, AI Infrastructure and Power

SK Hynix Approves ₩54.3 Trillion to Build Yongin Y2 and Cheongju M17 Fabs

SK Hynix Board Approves $38 Billion Fab Spend as Micron Shares Tick Higher

Applied Materials Jumps After Peer Beat but Remains Well Below Prior Highs

Navitas Reports Q2 Revenue Gain as It Pushes Into AI Power Chips

TSMC Commits $100 Billion More to Arizona, Raising U.S. Plan to $265 Billion

TSMC Pledges $100 Billion More for Arizona After Record Q2 Profit

Aehr Test Systems Soars After Q4 Beat and $130–$150M FY2027 Guidance

Wall Street Reprices AMD on Rising AI Server Demand

ASML Shares Jump After Musk Endorsement and Huge Memory Makers’ Spending Plans

Analysts Push Up Applied Materials Price Targets as BofA Sets $720 Goal

Citi’s $710 Price Target Sends Applied Materials Stock Higher

Tower Semiconductor Surges After Q1 Beat and $1.3 Billion Silicon Photonics Deals

AI Boom Powers Breakneck Rally Across Chip Stocks as SOX Jumps 50%

Besi Q1 Orders More Than Double on AI Packaging Demand

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

SK Hynix Files Record $8 Billion Order for ASML EUV Tools for 2027 Delivery

Broadcom Lifts Outlook as AI Revenue Soars and Six Custom-Chip Deals Deepen