Tag: Semiconductors

Intel shares drop after Trump calls for CEO to resign immediately

Intel shares were under pressure Thursday after President Donald Trump called for the chipmaker’s CEO to resign immediately.  Intel dropped in the premarket on the back of that post, last trading 5% lower.

AMD reports weaker-than-expected earnings even as revenue tops estimates

Advanced Micro Devices reported quarterly earnings on Tuesday that missed estimates. The stock slid about 5% in extended trading.

Exclusive: Intel struggles with key manufacturing process for next PC chip, sources say

The production process that Intel (INTC.O), hoped would pave the way to winning manufacturing deals and restore its edge in churning out high-end, high-margin chips is facing a big hurdle on quality as it puts newer technologies to the test, two people briefed on the matter told Reuters.

World’s largest chipmaker TSMC says it has discovered potential trade secret leaks

Taiwan Semiconductor Manufacturing Co. said on Tuesday that it had detected “unauthorized activities” that led to the discovery of potential trade secret leaks.

ON Semi Q2 earnings fall as margins narrow; co says demand stabilizes

ON Semiconductor Corporation (NASDAQ:ON) reported lower second-quarter earnings on Monday, as weaker margins and slower revenue weighed on results, though management pointed to early signs of demand stabilization.

Nvidia’s China-bound H20 AI chips face Beijing scrutiny over ‘tracking’ and security concerns

While Nvidia has been given assurances by Washington that it will be allowed to resume exports of its made-for-China H20 general processing units, the AI chips’ return may be met with increased scrutiny from Beijing.

Elon Musk Picks Samsung for Tesla AI Chips. TSMC Stock Is Dropping.

Tesla has selected Samsung to manufacture some of its artificial-intelligence chips. The decision is moving a lot of stocks early Monday, including shares of the electric-vehicle maker.

Intel beats on revenue, slashes foundry investments as CEO says ‘no more blank checks’

Intel reported second-quarter results on Thursday that beat Wall Street expectations on revenue, as the company’s new CEO Lip-Bu Tan announced significant cuts in chip factory construction. The stock fell about 5% in extended trading.

TSMC Stock Rises. Outlook Is Bright as the AI Chips Boom Outweighs Tariff Fears.

Taiwan Semiconductor Manufacturing reported a record profit for the second quarter as robust chip demand for artificial-intelligence applications held up despite currency headwinds and uncertainty about U.S. tariff policy.

ASML shares drop 6.5% after the chip giant says it can’t confirm that it will grow in 2026

ASML on Wednesday warned of the possibility of no growth in 2026, even as it beat top and bottom line expectations for the second quarter.

Nvidia to Resume H20 AI Chip Sales to China. The Stock Jumps.

Nvidia is back in China. In a stunning turn of events, the chip maker said it expects to soon be able to sell its H20 AI chip in the country, sending shares sharply higher.

Singapore case against three on AI chip fraud charges adjourned until Aug 22

A Singapore court on Friday adjourned a case against three men charged with fraud by making false representations to unnamed server suppliers until Aug 22.

Chipmakers get larger tax credits in Trump’s latest ‘big beautiful bill’

The latest version of U.S. President Donald Trump’s “big beautiful bill” could make it cheaper for semiconductor manufacturers to build plants in the U.S. as Washington continues its efforts to strengthen its domestic chip supply chain.

Micron reports earnings, revenue beat and issues strong forecast

Micron reported better-than-expected earnings and revenue on Wednesday and issued a forecast that also topped analysts’ estimates. The stock initially popped in extended trading before paring most of its gains.

Nvidia Goes Nuclear, Investing in Bill Gates’ Start-Up

Nvidia is investing in a nuclear company founded by Bill Gates, marking an acceleration in the tech industry’s race to get the nuclear industry off the ground.

Nvidia-backed AI startup SandboxAQ creates new data to speed up drug discovery

SandboxAQ, an artificial intelligence startup spun out of Alphabet’s Google and backed by Nvidia (NVDA.O), opens new tab, on Wednesday released a trove of data it hopes will speed up the discovery of new medical treatments by helping scientists understand how drugs stick to proteins.

TSMC Rises. Why U.S., China Tensions Are Reshaping the Chip Manufacturer.

Taiwan Semiconductor Manufacturing TSM is caught in the middle of U.S.-China tensions. Progress on U.S.-made chips looks set to boost the chip manufacturer despite further restrictions on its Chinese business.

AMD reveals next-generation AI chips with OpenAI CEO Sam Altman

Advanced Micro Devices on Thursday unveiled new details about its next-generation AI chips, the Instinct MI400 series, that will ship next year.

Micron to invest $200 billion in US semiconductor manufacturing

Micron Technology, Inc. (NASDAQ:MU) announced plans on Thursday to invest approximately $200 billion in U.S. semiconductor manufacturing and research and development across facilities in Idaho, New York, and Virginia.

Xpeng develops advanced chips for Volkswagen vehicles – report

Chinese electric vehicle manufacturer Xpeng (NYSE:XPEV) is developing advanced chips for Volkswagen (ETR:VOWG_p) cars, according to the Financial Times on Thursday.