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TSMC Cements AI Foundry Lead With $165 Billion Phoenix Buildout as Buy Ratings Hold

Strong October sales confirm sustained AI-led demand for TSMC.

Samsung Lifts DDR5 Contract Prices Up to 60% as AI Memory Crunch Deepens

Nexperia Feud Deepens: China Rebukes Dutch Minister as Company Rolls Out Stopgap Supply Routes

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

AMD Confirms 2nm Zen 6 for 2026, Previews Zen 7, Projects 70%+ EPYC Gains

AMD Sets 35% Growth Target and AI Data‑Center Road Map as Shares Climb

Broadcom Rally Deepens on AI Deals, Upgrades, and Fresh Institutional Buying

China Eases Nexperia Export Curbs, Shipments Resume as Beijing Agrees to Dutch Talks

Rivian Doubles CEO RJ Scaringe’s Base Salary and Grants 36.5 Million Options in New Performance Plan

Nexperia Chip Shipments Partly Resume After China Issues Case-by-Case Licences

Nvidia Rules Out China Sales for Blackwell as Strong Demand Spurs TSMC Ramp

ASML Reaffirms China Focus as AI Demand Lifts Orders and Sales Outlook

Musk Floats Intel Talks as Tesla Weighs 'TeraFab' to Meet AI Chip Demand

Micron Hits Fresh Records as Analysts Lift Targets on AI Memory Boom

Qualcomm Beats Estimates, Lifts Outlook as Tax Hit Obscures Bottom Line

China Grants Licenses to Restart Some Nexperia Chip Exports as Carmakers Cut Output

DDR5 RAM Prices Hit Record Highs as Suppliers Curb Deals During AI-Driven Shortage

AMD Tops Q3, Raises Q4 Outlook on Data-Center Strength