Semiconductors & Semiconductor Equipment

AMD hits the $1 trillion mark, powered by AI‑enabled CPUs & GPUs that boost data‑center performance, challenge Nvidia, and reshape the semiconductor landscape.

Qualcomm’s shares remain steady as the chipmaker doubles down on 5G, AI‑edge chips, and advanced manufacturing, reflecting broader semiconductor trends and geopolitical uncertainty.

Intel’s pivot to domestic foundry services fuels a semiconductor rally driven by AI‑driven storage demand, offering investors a glimpse of U.S. chip supply‑chain resilience.

Explore how ASML Holding NV’s EUV tech, ETF spotlight, and global strategy shape its future amid regulatory shifts and chip‑act hurdles.

Micron’s Q4 outlook shows record revenue, a $50 bn revenue target, and HBM4 pricing power amid AI demand, supply‑chain tightness, and a $10 bn R&D push.

Texas Instruments’ latest Form 4 filings show modest director purchases, highlighting steady insider confidence, regulatory compliance and a balanced equity strategy.

Marvell’s new 2 nm optical interconnects and AI‑focused partnership with Google spark a fresh surge in investor optimism, driving 12‑15% revenue growth and a $180 price target.

Microchip’s acquisition of Hailo unlocks integrated edge‑AI chips, merging power‑efficient AI accelerators with microcontrollers for smarter industrial, transport, and smart‑city solutions.

AMD’s $1‑trillion milestone and AI demand spark a global semiconductor rally, with macro easing boosting chip prices and investor confidence.

Qualcomm’s Q1 earnings show 12% growth in data‑center revenue and 9% in automotive, driven by AI‑powered, energy‑efficient chips and 5G demand.