Tag: Semiconductors

ASML has forecast bumper sales of its chip manufacturing equipment this year on the back of the AI boom, building on a blockbuster fourth quarter and sparking a rally across the tech sector on Wednesday.

Price rises and memory shortages are likely to continue through 2027, a top semiconductor industry CEO told CNBC, adding to the view that the crunch that’s been caused by the AI infrastructure boom may last longer than expected.

Samsung Electronics (005930) is set to supply Nvidia (NVDA) with next-generation memory chips, according to a report. That’s a bit of a concern for Micron Technology (MU) but it shouldn’t put too much of a dent in optimism around the U.S. memory hardware company.

Nvidia (NVDA) stock rose 1.5% Friday morning following a Bloomberg report that Chinese authorities have told major technology companies they can prepare orders for Nvidia’s H200 AI chips, suggesting Beijing may be close to formally approving imports of these critical AI components.

Intel reported fourth-quarter earnings Thursday that beat Wall Street expectations but offered soft guidance for the current quarter.

Alibaba Group Holding Ltd. is preparing to list its chipmaking arm, tapping strong investor interest in the small circle of companies aspiring to compete with Nvidia Corp. in the hot AI accelerator business.

U.S. President Donald Trump’s plan to grant Nvidia licenses to ship some of its more powerful artificial intelligence chips to China is ruffling the feathers of some of Washington’s most prominent China hawks, including members of his own party.

Micron Technology (MU) wants to buy a chip-making facility in Taiwan for $1.8 billion. The U.S. memory-chip company is racing its rivals to increase its manufacturing capacity amid a huge surge in demand but that could set up a glut in supply over the longer term.

Taiwan Semiconductor Manufacturing (TSM) beat expectations for its fourth-quarter earnings on Thursday. The Taiwanese chip manufacturer expects to spend heavily to meet rising demand for artificial-intelligence processors.

ASML (ASML) the world’s biggest maker of equipment used to manufacture computer chips, crossed $500 billion in market value for the first time on Thursday, after top customer TSMC (2330) announced larger than expected capital spending plans to keep up with booming demand for artificial intelligence chips.

Nvidia (NVDA) has got approval from U.S. authorities to ship artificial-intelligence chips to China. But it is still facing an anxious wait to see if the Chinese government will allow sales to go ahead.

South Korea-based memory maker SK Hynix announced Tuesday it will invest 19 trillion Korean won ($12.9 billion) to build a new advanced packaging plant, as it expands production to meet rising demands tied to artificial intelligence.

Taiwan Semiconductor Manufacturing Co (TSMC) said on Friday its December sales fell from the previous month but grew annually, capping off a positive year as AI-fueled chip demand remained strong.

Intel stock rose 2.7% in after-hours trading on Thursday following positive comments from President Donald Trump on social media. Trump highlighted a recent meeting with Intel CEO Lip-Bu Tan, praising the company’s launch of “the first SUB 2 NANOMETER CPU PROCESSOR designed, built, and packaged right here in the U.S.A.”

Samsung Electronics (005930) forecast a record quarterly profit on the back of surging memory-chip prices. The figures bode well for U.S. rival Micron Technology (MU)

Advanced Micro Devices CEO Lisa Su believes the computer artificial-intelligence revolution is in the early innings.

Shares of Microchip Technology rose Tuesday after the chip maker lifted its sales guidance for the quarter ended Dec. 31, 2025.

Nvidia CEO Jensen Huang said on Monday that the company’s next generation of chips is in “full production,” saying they can deliver five times the artificial-intelligence computing of the company’s previous chips when serving up chatbots and other AI apps.

Samsung Electronics plans to double this year the number of its mobile devices with “Galaxy AI” features largely powered by Google’s Gemini, its co-CEO said, which would give the U.S. firm an edge over rivals as the global race in artificial intelligence heats up.

Foxconn, a major partner for Nvidia, has reported a 22% surge in revenues in the final quarter of 2025, as tech firms continue to ramp up spending on AI infrastructure.