Marvell and Lumentum shares both made new intraday lows around 12:46–12:47 p.m. Eastern on Monday, after the companies announced a…
Ferrotec raised its nine-month 2026 operating-profit forecast to ¥68 billion from ¥60 billion and its net-profit forecast to ¥48 billion…
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…
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…
Teradyne has agreed to make a $300 million equity investment in FormFactor, pairing its automated chip testers with FormFactor’s probing…
Broadcom heads into the October 12–15 Open Compute Project summit with an AI networking showcase and a less comfortable financial…
Elon Musk narrowed TSMC’s proposed role in Terafab on Wednesday, saying his companies intend to build and run the chip…
Astera Labs shares surged Tuesday even though the company had not posted a new press release or SEC filing to…
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…
Applied Materials has given investors another reason to believe advanced packaging will matter to its next growth cycle. It has…
A semiconductor wafer and processor illustrate Nvidia’s expanded share repurchase authorization. TECHi illustration.Nvidia’s new $150 billion buyback authorization sounds enormous…
Nvidia and Tesla spent Monday trading like two different answers to the same question: how much should investors pay for…
Intel shares did something on Monday that changes the near-term forecast more than another upbeat semiconductor headline: they jumped through…
The AI chip chain is being sold before the bell and the software that sits on top of it is…
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year…
On September 21, index funds tracking the S&P 100 will be obliged to buy SanDisk. They will not be consulted…
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is…
Article BriefKey Takeaways4 Points24s Read01Intel announced a $15 billion underwritten stock offering Monday, with a $2.25 billion overallotment option —…
Material Discovery Bench logged 526 candidate rows from seven AI models. Its synthesis panel gave one recipe a “would attempt”…
Article BriefKey Takeaways5 Points30s Read01The deal-AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts…
TSMC has moved 2-nanometer manufacturing from a roadmap slide to a revenue line, and the economics are arriving in the…
NVIDIA has introduced two smaller Jetson Thor computers with a claim that deserves more scrutiny than the raw specifications: the…
Article BriefKey Takeaways5 Points30s Read01The setup-Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the…
ASML stock has plenty of reasons to draw an AI-demand slogan. The useful fresh evidence sits one layer below it:…
Market BriefKey Takeaways5 Points30s Read01The move-Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq's gain…
Article BriefKey Takeaways5 Points30s Read01The move-Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley…
Article BriefKey Takeaways5 Points30s Read01The deal-Apple will spend more than $30 billion with Broadcom through 2031 on US-made RF components…
Market BriefKey Takeaways5 Points30s Read01The debut-SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY —…
On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever…
SanDisk ended the first half of 2026 as the best-performing stock in the S&P 500, up 858% — from a…