Semiconductors

Hedges Are Profitable, Semiconductors Stabilizing After 17% Drop
TSMC Topped Estimates On The Back Of Insatiable AI Demand
Intel's Inventory Issues: Redditors Highlight How Overstock 'Killed Their Margins,' Yet Analysts See Upside
TSMC Topped Estimates On The Back Of Insatiable AI Demand
Intel's Inventory Issues: Redditors Highlight How Overstock 'Killed Their Margins,' Yet Analysts See Upside
EXCLUSIVE: KraneShares CIO Talks Intel And AMD, As China Seeks Semiconductor Self-Sufficiency
New Data Point Shows Insatiable Demand For AI Chips But Chart Shows Broadening Top Pattern

Semiconductors Recent News

Powell Shifts But Does Not Admit He Was Wrong, Opportunity In AI Driven Semiconductor Chip Equipment Maker
To gain an edge, this is what you need to know today.
Broadcom, Marvell, Analog Devices And More Semiconductor Stocks Poised For 6%-8% Revenue Growth: JPMorgan
Harlan Sur from JPMorgan is optimistic about semiconductors. Highlights top picks from the sector including AVGO, MRVL, ADI, MCHP, KLAC and SNPS.
Nvidia Stock Trades At 13% Discount To Long-Term Average, Other AI Stocks At 52% Premium
JPMorgan analyst offers insights into Q1 earnings season, revealing high premiums on AI stocks and potential opportunities for Nvidia and other companies.
Jim Cramer Wants You To Sell Your Nvidia Stock... So He Can Buy It
Jim Cramer has taken a long-term view on his Nvidia investment since 2012. More than 10 years later, he hasn't changed that approach.
What Is The Most Undervalued MANGO (Semiconductor) Stock Right Now?
MANGO stocks seek to replicate FANG success in semiconductor sector, with Nvidia leading (+220.78%) and ON Semiconductor most undervalued (+16.05 P/E, 3.72 EV/Sales).
AI Could Consume 25% Of US Power By 2030: 'The More Information They Gather... The More Power It Takes,' Warns Arm CEO
AI data centers could consume 25% of U.S. power by 2030, Arm and SoftBank invest $25M in research to reduce energy use and combat China's tech dominance.
Broadcom Positioned For Growth With Meta 'Next Multi-Billion Dollar' AI ASIC Customer: JPMorgan
Broadcom Inc. (AVGO) is poised for significant growth with Meta as its next multi-billion-dollar AI ASIC partner. Analysts forecast $9B+ in revenues from Google and Meta, with potential for 2.5X growth by 2025.
Micron's High-Bandwidth Memory Spells Profit Potential, Says Analyst Who Projects 18%-20% Upside For Tech Stock
Micron's HBM3E showcases remarkable thermal and power efficiency compared to competitors SK Hynix and Samsung, KeyBanc analyst says.
One Of Best Traders In Congress Bought And Sold Taiwan Semiconductor Stock Ahead Of CHIPS Act Deal — Here's How Much They Made
Taiwan Semiconductor is the latest chip company to get funding from the CHIPS Act. One member of Congress profited from buying and selling the stock recently.
Amazon, Disney, Aurora Cannabis, Paramount Global, Tesla: Why These Stocks Are On Investors' Radars Today
At the close of trading on Wednesday, the Dow Jones Industrial Average declined by 0.1% to reach 39,127.14
Semiconductor Supply Chain Fears: Counting The Cost Of Taiwan's Earthquake
Market reaction to Taiwan earthquake shows companies in semiconductor supply chain are ready for such disasters, with minimal impact on market index and production of chip manufacturers.
AI Expansion Fuels Broadcom Surge: Stock Chart Signals Further Upside
AI chip sales are expected to generate $10 billion for Broadcom. The company's stock returned over 19% to investors YTD.
Intel Stock Dives As Chipmaker Changes Reporting Structure: Takeaways From 6 Analysts
Intel Corp (NASDAQ: INTC) shares were tanking in early trading on Wednesday, amid news of the company’s foundry business facing a $7 billion loss.
Intel Targets $15B In Foundry Revenue By 2030, But Analyst Says TSMC Will Be '10X Larger'
Intel Corp (INTC) is a leading technology company, but stock performance has faced challenges. Analyst sees potential in new segment and long-term targets.
Tesla, Disney, Intel, TSMC, VivoPower: Why These 5 Stocks Are On Investors' Radars Today
U.S. stocks traded lower on Tuesday, with the Dow Jones index falling nearly 396 points to 39,170.24. The NASDAQ fell 0.95% to 16,240.81.
Intel Stock Is Sliding After The Bell: What's Going On?
Intel announced a new financial reporting structure designed to drive increased cost discipline and higher returns by providing greater transparency, accountability and incentives across the business.
Taiwanese Chipmaker UMC Teams Up With Intel To Boost Chip Production In US
The collaboration between UMC and Intel is a strategic move to counter competition from TSMC and Samsung in the contract manufacturing space.
China Criticizes US Chip Export Rules Impacting Nvidia And AMD
China opposes the U.S.'s semiconductor export regulations; initiated a $40 billion state fund to bolster its chip sector in response.
3 Semiconductor Stocks Enjoy Boost Due To AI Demand: 'Outlook Remains Strong Through Next Year'
The landscape for semiconductor companies catering to networking and optical sectors presents promising opportunities, a JPMorgan analyst said.
Semiconductor Stocks Turn Volatile As China Changes Guidelines: Here Are The Key Players
Semiconductor giants Advanced Micro Devices and Intel witnessed a downturn on Monday, March 25 after China changed its guidelines.
Chips Are Driving The EV Revolution — But They're Also Fueling A Ferrari Sales Boom In This Tiny Asian Powerhouse
Ferrari's ultra-luxury cars now have more takers in neo-affluent country Taiwan, potentially insulating it against softness elsewhere.
AMD, Intel Face Setback As China Moves To Ditch Their Chips, Microsoft Windows In State Computers
AMD Stock Worth A 27% Return If It Reclaims Recent Record Highs
Despite announcements on new product launches and partnerships, AMD shares haven't responded — at least, not in the way you'd expect.