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The major market indexes pulled back amid higher oil prices and upcoming CPI inflation data. Nvidia partners Lumentum, CoreWeave, Super Micro reported late.
Revenue up 44.7%, high-performance computing at 66% of sales, and capex guidance lifted to as much as $64 billion
Intel is planning to raise $15 billion through a share sale, the U.S. chipmaker said on Monday as it looks to fund the costly build-out of its chip contract manufacturing business by cashing in on a stock surge fueled by its turnaround efforts. Once the dominant force in the global chip industry, Intel is investing heavily in new facilities and advanced packaging capabilities as it seeks to challenge industry leader such as TSMC in contract chip manufacturing. Its shares fell more than 3% in premarket trading, likely on concerns about shareholder dilution from the stock sale.
(Bloomberg) -- The manager of a $9.6 billion Lazard Asset Management fund used the July plunge in Samsung Electronics Co. to add the stock to her portfolio for the first time in more than a year.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record D
Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.
(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
A major revelation from foundry giant TSMC suggests Intel could deliver stronger-than-expected results and guidance.
TSMC stock jumped on a report that the semiconductor manufacturing giant is planning to raise prices in 2027.
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]
Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.
Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted a 77% jump in second-quarter net profit and raised its capital spending forecast for the year, as the world's largest contract chipmaker rides sustained demand for AI processors. Net profit came in at $22.36 billion for the...
Investing.com -- U.S. stock index futures were mixed on Thursday as investors weighed lingering Middle East tensions, and focused on corporate earnings and further signs that U.S. inflationary pressures are easing.
The world’s largest contract chip maker posted its fifth straight quarter of record earnings amid voracious global appetite for artificial-intelligence infrastructure.
TSMC, the world's largest contract chipmaker, posted a 77% jump in second-quarter net profit on Thursday, beating market forecasts and hitting a record, riding the wave of surging global demand for its artificial intelligence processors. Taiwan Semiconductor Manufacturing Co, whose customers include Nvidia and Apple, saw April-June net profit rise to T$706.6 billion ($21.99 billion). The profit handily beat a T$632.6 billion LSEG SmartEstimate, which is weighted toward forecasts from analysts who are more consistently accurate.
TSMC, the world's largest manufacturer of advanced AI chips, is expected to notch a fifth consecutive quarter of record earnings on Thursday, with a 59% surge in net profit for April-June, driven by booming global demand for AI infrastructure. Analysts said demand for Taiwan Semiconductor Manufacturing Co's (TSMC) 3-nanometre and 2-nanometre process technologies for AI chips, as well as for its advanced chip packaging technology, CoWoS, remains strong. TSMC is expected to report net profit of T$632.6 billion ($19.65 billion) for the second quarter, according to an LSEG SmartEstimate compiled from 18 analysts.
ASML’s plans to hike prices on its tools are already drawing pushback from its largest customer, TSMC, The Information reported.
Intel reports earnings on July 23, and something unusual is happening ahead of that print: prediction markets, insider activity, and a major rival's capital are all pointing in the same direction at once.
The chipmaker's June sales hit a record NT$442.68 billion, pushing second-quarter revenue above the top end of its own guidance
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 35.6% increase in revenue during the first-half of 2026, and of 68% in June, highlighting continued strong demand for AI chips ahead of the firm's full second-quarter earnings report later this week.View on euronews
Investing.com -- Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and 170,000–180,000 respectively, as a sharply upgraded outlook for AI-driven server CPU demand forces a broad revision to the firm's semiconductor supply model.
IBM (IBM) hasn’t built a commercial computer chip of its own in nearly a decade. On Thursday, June 25, the company said its research labs had cracked something the rest of the chip industry hasn’t managed yet. The breakthrough has nothing to do with software, and everything to do with one tiny ...
(Bloomberg) -- Andy Cheng is 26, unemployed and, with the help of a little borrowed money, the proud owner of $60,000 worth of Taiwanese tech stocks. And in many ways, he speaks for the entire island of 23 million people when he doles out the following advice: “Buy any stock and you will make money.”AI mania has gripped any number of stock markets across the globe in recent months — South Korea, China, the US — but perhaps nowhere is at it as frenzied as here in Taiwan, the No. 1 producer of the
(Bloomberg) -- For the first time in four years, companies in emerging markets are beating profit estimates, giving investors a fresh reason to believe the bull market is just getting started.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USDOJ Rejects Judge Request to Certify $1.8 Billion Fund NixedTrump’s Fears About Economy Undercut US Leve
Intel's up over 10% as Trump touts a new deal to produce chips in the U.S. with Apple.
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