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Micron Nears 50-Day Support After Blowout Quarter

Tight supply for high-bandwidth memory signals strong pricing power.

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

AI Buildout Supercharges China’s Chip Industry at Semicon China

Tower Semiconductor Rallies on 400–420 Gbps Silicon Photonics Demo With Coherent

Marvell Lifts Multi‑Year Outlook as AI Data‑Center Sales Hit Records

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Qualcomm, Tata Electronics to Make Automotive Modules at New Assam OSAT Plant

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

Intel Shares Slip as Nvidia–Meta Data Center Pact Intensifies Scrutiny of Weak Outlook and Yields

ARK Invest Rotates Into Biotech, Cuts Software Stakes in Latest Daily Trades

Marvell Wins Fresh Buy Calls After Closing XConn as AI Data-Center Growth Stays Strong

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

U.S. and Taiwan Finalize Reciprocal Trade Deal With 15% U.S. Tariff

TSMC Sets Record January Sales, Approves $44.96 Billion Budget for AI Capacity

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

Alphabet’s $185 Billion Capex Plan Lifts Broadcom as Analysts Boost AI Chip Outlook

Intel and SoftBank’s Saimemory Team Up on Z‑Angle Memory for AI, Targeting Prototypes in FY2028

NAND Price Spike Puts Samsung and SK Hynix on Track for Decade-High Margins

SOXX Tops FTEC Over 12 Months as Chip Rally Tests Diversification Tradeoff