Semiconductors & Semiconductor Equipment

Intel partners with MINISFORUM to launch compact Agent‑NAS edge‑AI devices powered by Core Ultra‑Series 3 CPUs, delivering low‑latency AI inference and high‑speed storage in a fan‑less, power‑efficient form factor.

First Solar insider sales hit the market as options volume spiked in May – a routine Rule 10‑b5‑1 move amid growing investor interest in the renewable‑energy sector.

Explore Nova Ltd’s latest valuation insights: is NVMI’s share price above intrinsic value amid hybrid‑cloud growth and regulatory risks?

Entegris streamlines governance in its 2026 meeting, boosting agility while keeping executive pay conservative. Revenue up 5.8%, margins stable, and new digital‑sustainability opportunities could boost future profits.

Infineon Technologies surges 3.5 % as European markets fall, powered by strong EV, 5G, and industrial chip demand, analyst upgrades, and resilient supply chains.

AMD’s Q1 earnings surge shows how its EPYC CPUs & Instinct GPUs are poised to dominate AI‑driven data‑center workloads, driving market upside and investor confidence.

Qualcomm’s shift to AI‑enabled chips drives new highs, boosts analyst targets, and promises edge and data‑center gains—while raising privacy, security, and supply‑chain concerns.

Intel’s provisional chip‑manufacturing deal with Apple could boost foundry capacity and diversify revenue, yet hinges on tech pace, cost, and IP risks.

Micron’s 6 nm HBM3 push fuels a record rally—boosting AI‑driven memory supply, yield gains and investor confidence as data‑center demand soars.

Texas Instruments’ senior VP buys 2,145 shares at $281, boosting his stake to ~29,830 shares—insider confidence signals growth amid strong semiconductor demand and regulatory compliance.