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Intel just posted its strongest revenue growth in over 15 years, yet shares sit more than 30% below their recent peak after a massive stock offering rattled investors. Whether that gap is a buying opportunity or a warning sign depends entirely on one unresolved question about its foundry business.
The most profitable corner of the technology market pays income investors a pittance -- and each of these four companies has a different reason.
SNDK and AMKR are AI-driven semiconductor plays with sharp recent declines, solid estimates and significant upside potential.
Elon Musk wants to build a chip factory so large it dwarfs every structure humans have ever assembled, on a dried-up reservoir outside Houston, for a purpose that sounds more like science fiction than a construction permit.
Elon Musk wants to build a chip-making facility in rural Texas so enormous it dwarfs every building on Earth, but the legal fine print buried in SpaceX's own filings tells a very different story about how real this project actually is.
Nvidia (NVDA) sold its most valuable chips to the world’s biggest tech businesses in the AI boom. What is disconcerting is that some of those same consumers now are paying big to establish alternatives. Microsoft (MSFT) might be poised to demonstrate just how serious that threat has gotten. The ...
The companies are combining Sony's sensor designs with TSMC manufacturing to build next-generation smartphone components in Japan.
Microsoft, TSMC, and AMD each own a different layer of the AI stack, but owning all three at current prices is not the same trade. One name is running years ahead of the deliverables that would justify it.
Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)’s most advanced chipmaking machines, said this week that it’s confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to […]
TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.
Apple is reportedly testing CXMT memory across products including iPhones and MacBooks, even after the Chinese supplier refused to offer the cheaper DRAM pricing Apple wanted.
The foundry giant's monthly numbers keep setting records. The share price assumes they stop.
The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.
Microsoft New AI Chip May Create a Fresh Threat to Nvidia
Microsoft's expanding Maia program could lower inference costs while reducing its reliance on externally supplied accelerators.
Strong revenue figures and an upgraded outlook from Taiwan Semiconductor Manufacturing have put a fresh spotlight on ASML Holding (ENXTAM:ASML) as investors reassess how rising AI chip demand could affect the stock. See our latest analysis for ASML Holding. The ASML Holding share price has moved sharply this year, with a 1-day share price return of 2.66% and 7-day share price return of 5.53% around TSMC’s strong revenue update. The year-to-date share price return of 57.56% and 1-year total...
TSMC’s July sales jumped nearly 45% as AI chip demand remained exceptionally strong, reinforcing management’s bullish 2026 growth outlook.
Microsoft's next silicon push could create an unexpected beneficiary
A customer's robust sales are fueling the rally.
TSMC Stock Rises as Bernstein Spots Massive CPU Opportunity
ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand
Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.
Nvidia and Apple both shattered expectations this quarter, but they are playing completely different games. Which business model actually wins as AI spending reshapes the entire tech landscape?
Taiwan Semiconductor and Broadcom are expecting strong growth.
Technology stocks were higher premarket Tuesday, with the State Street Technology Select Sector SPDR
Taiwan Semiconductor's July revenues jump 44.7% as AI demand stays robust, N2 ramps up, and global N3 expansion supports growth.
Sony will control the business and invest about $2.92 billion.
The chipmaker upsized its equity raise by $5 billion as it funds an expensive AI and manufacturing push.
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