Semiconductors & Semiconductor Equipment

AMD shares dip 2% as sector pulls back, Ark investors shift to Nvidia, and the OpenAI‑Foxconn AI‑hardware deal hints at future demand shifts for chip makers.

Explore how U.S. export‑policy shifts could let Nvidia ship its H200 AI chip to China, impact $200‑$400 M in revenue, and reshape the global AI market.

Intel’s CEO defuses IP‑transfer worries, lifting shares, while previewing the “Panther Lake” Core Ultra Series 3 with AI‑boosted performance and 4K graphics.

ASML’s EUV lithography leads the semiconductor world, but rising export bans, supply‑chain risks and cyber‑threats could reshape its dominance and investor outlook.

BE Semiconductor’s €150 M bond redemption cuts leverage, boosts capital flexibility and positions the company to capture rising edge‑computing and EUV wafer demand.

Qualcomm’s earnings beat signals strong growth, yet cautious AI expansion in Saudi Arabia shows how the company balances profit, privacy, and security while expanding its AI‑chip portfolio.

NVDA Q3 earnings: revenue & EPS beat, but high valuations and export‑control fears dampen the rally, leaving investors wary of AI‑chip growth risks.

Intel’s strategic pivot to foundry expansion, Panther Lake Core Ultra 300, and advanced node challenges shows how the company balances IP, yield, and capital to stay ahead in AI, 5G and autonomous tech.

Explore how Nvidia’s Q3 earnings reinforce its AI dominance, boost European market sentiment, and showcase cutting‑edge 3 nm tech that powers tomorrow’s AI, autonomous, and edge devices.

Intel’s new Panther Lake CPU, CEO Lip‑Bu Tan’s leadership shift and a possible Qualcomm partnership are reshaping the chip market and national‑security landscape—what investors should watch.