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Marvell and Lumentum shares both made new intraday lows around 12:46–12:47 p.m. Eastern on Monday, after the companies announced a $115 billion all-stock AI-connectivity merger. At 12:57 p.m., Marvell (MRVL) was about $177.48 and Lumentum…
Ferrotec raised its nine-month 2026 operating-profit forecast to ¥68 billion from ¥60 billion and its net-profit forecast to ¥48 billion from ¥36 billion in a Tokyo exchange filing released at 5:30 p.m. Japan time on…
Intel shares were down 29.0% at $65.35 at 3:59:59 p.m. EDT on Friday, October 30, 2026, a near-close market-data observation after the chipmaker’s third-quarter report. The quote is from Financial Modeling Prep, with its reporting…
The Philadelphia Semiconductor Index, the benchmark for U.S.-listed chipmakers, fell 3.83% on Friday, Oct. 16, and closed at 11,137.29. It was the eighth lower close in a row. TECHi counted the index’s daily closes back…
Teradyne has agreed to make a $300 million equity investment in FormFactor, pairing its automated chip testers with FormFactor’s probing and measurement technology. The companies announced the agreement after the U.S. market closed on Monday,…
Broadcom heads into the October 12–15 Open Compute Project summit with an AI networking showcase and a less comfortable financial comparison: its fourth-quarter guidance implies sales growing faster than adjusted operating profit. That gap is…
Elon Musk narrowed TSMC’s proposed role in Terafab on Wednesday, saying his companies intend to build and run the chip factory themselves, while TSMC might sublease part of it. His October 7 statement changes the…
Astera Labs shares surged Tuesday even though the company had not posted a new press release or SEC filing to explain the move. ALAB traded at $386.70 at 12:57 p.m. ET on October 6, up…
Micron’s October rally has already lost most of its first-session gain. MU fell 2.05% on October 2 to $1,074.89, leaving its two-session advance at about 0.92%. The forecast for the rest of the month turns…
Applied Materials has given investors another reason to believe advanced packaging will matter to its next growth cycle. It has not given them a new order. That distinction is the center of the October forecast…
A semiconductor wafer and processor illustrate Nvidia’s expanded share repurchase authorization. TECHi illustration. Nvidia’s new $150 billion buyback authorization sounds enormous because it is. But against a company valued at about $5.52 trillion, the additional…
Nvidia and Tesla spent Monday trading like two different answers to the same question: how much should investors pay for artificial intelligence today? Nvidia shares were up 2.25% at $230.13 at 1:27 p.m. EDT, while…
Intel shares did something on Monday that changes the near-term forecast more than another upbeat semiconductor headline: they jumped through $120. INTC traded at $121.21 at 2:35 p.m. EDT on September 21, up $12.61, or…
The AI chip chain is being sold before the bell and the software that sits on top of it is being bought. At 9:17 a.m. ET, Intel was down 6.8%, Micron 6.2%, AMD 5.8%, Arm…
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year earlier, the Ministry of Science and ICT said on Monday. For the first time, ICT…
On September 21, index funds tracking the S&P 100 will be obliged to buy SanDisk. They will not be consulted about the price. S&P Dow Jones Indices confirmed the change on September 4. SanDisk joins…
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is a chipmaker. That is not a stylistic observation. Across the eleven semiconductor names in our…
Article Brief Key Takeaways 4 Points24s Read 01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option — proceeds aimed at capex and working capital. 02INTC fell about 3.5% to…
Material Discovery Bench logged 526 candidate rows from seven AI models. Its synthesis panel gave one recipe a “would attempt” verdict. Those figures do not describe 526 distinct chemistries, and no benchmark candidate was physically…
Article Brief Key Takeaways 5 Points30s Read 01The deal–AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts and long context, the Cerebras Wafer-Scale Engine generates tokens. 02The 5x–The headline…
TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the less comfortable order. The process contributed just 3% of second-quarter wafer revenue, yet management expects…
NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the 32GB Jetson T3000 can deliver inference performance similar to the 128GB T5000 on multimodal workloads….
Article Brief Key Takeaways 5 Points30s Read 01The setup–Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the machines that turn memory capex into memory capacity. 02The logic–Toolmakers get paid…
ASML stock has plenty of reasons to draw an AI-demand slogan. The useful fresh evidence sits one layer below it: Taiwan Semiconductor Manufacturing’s June sales report. On July 13, TSMC reported NT$442.68 billion in June…
Market Brief Key Takeaways 5 Points30s Read 01The move–Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq’s gain — and is up roughly 115% in 2026. 02The business–Lasers, 1.6T optical…
Article Brief Key Takeaways 5 Points30s Read 01The move–Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley and Susquehanna raised targets to $400–$475 within a week. 02The standoff–The 35-analyst…
Article Brief Key Takeaways 5 Points30s Read 01The deal–Apple will spend more than $30 billion with Broadcom through 2031 on US-made RF components including FBAR filters — its largest American Manufacturing Program commitment, with a…
Market Brief Key Takeaways 5 Points30s Read 01The debut–SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY — 177.9 million ADRs, 10 per common share, the largest first-time US share…
On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever posted: $41.46 billion in revenue, up 346% in a year, at an 84.9% gross margin….
SanDisk ended the first half of 2026 as the best-performing stock in the S&P 500, up 858% — from a $237.38 close on December 31 to $2,273.73 on June 30. Two sessions later, $529 of…
