Tag: Semiconductors

Micron Stock Rides Memory Chip Boom Higher

Micron Technology stock was rising early Monday. Analysts are still upbeat on the prospect of memory-chip price increases but warn the gains can’t last indefinitely.

ASML denies selling EUV chipmaking tool to China after report of US concern

Chip-equipment maker ASML said on Friday it had never shipped an extreme ultraviolet (EUV) lithography machine to China, after a report that U.S. officials were concerned one of the company’s most advanced tools may have reached the country.

Intel surges 9% after Trump says company will partner with Apple on U.S. chip design

Inte ’s stock rose 9% in premarket trading on Thursday, after President Donald Trump said the semiconductor company had agreed to a deal with Apple to design and build chips in the U.S.

Spain approves €719 million AI gigafactory investment and hopes for EU funds

Spain has allocated €719 million ($834 million) towards building an AI ​gigafactory to try to reduce ‌its dependence on foreign technology and ensure AI development complies with European ​regulations, the government said ​on Tuesday.

Why This AI Data Center Stock Is Surging 21% on an AMD Partnership

Rackspace Technology finalizes a deal with Advanced Micro Devices to use its chips for Rackspace’s AI cloud, causing shares to surge.

Exclusive-Nvidia begins Vera CPU sales pitch to Chinese clients, sources say

Nvidia has told Chinese clients that its new “Vera” central processors for AI data centres could be available as soon as August and that they can begin placing orders, three sources familiar with the matter said.

KKR launches $10 billion AI infrastructure company with Nvidia, Vistra

A KKR-led group on Thursday launched a new company with more than $10 billion in committed capital to finance ​the build-out of AI infrastructure, the latest effort ‌by an alternative asset manager to capitalize on growing demand for AI services.

TSMC reports May revenue growth and updates on lending, guarantees, and derivatives

Taiwan Semiconductor Manufacturing Co. reported Wednesday that its consolidated net revenue for May 2026 reached NT$416.98 billion, up 1.5% from April 2026 and 30.1% higher than May 2025.

South Korea’s SK Hynix eyes US listing as soon as August, sources say

SK Hynix plans to list its shares in ‌the U.S. as soon as August, said two sources familiar with the matter, as the South Korean memory chipmaker seeks to capitalise on strong appetite for AI-linked stocks and broaden ​its investor base.

US says BYD, Baidu, Alibaba and other tech giants are aiding China’s military

The United States on Monday added Chinese e-commerce giant Alibaba internet search provider Baidu, and automakers ​BYD and NIO to a list of companies it believes are aiding Beijing’s military, in a move that could inflame tensions between the countries.

OpenAI confidentially files for IPO, prepping Wall Street for mega AI debut

OpenAI has confidentially filed for an IPO with the Securities and Exchange Commission, joining the party a week after Anthropic did the same and days before Elon Musk’s SpaceX is set to hit the public market.

Nvidia clinches deals with South Korean giants including SK Group to advance AI boom

 Nvidia on Monday announced a series of deals in South Korea with tech giants including SK Hynix ‌and Naver, as it looks to secure crucial memory chips to power its AI ambitions and entice new customers.

Marvell Technology jumps almost 9% in premarket after news it will join the S&P 500 index

Marvell Technology was up almost 9% in premarket trading on Monday after it was announced that the AI chipmaker would be joining the benchmark S&P 500 index.

Intel Lands AI Partnership With Apple Supplier Foxconn. Why the Stock Is Falling.

Intel is teaming up with Apple supplier Foxconn to develop artificial-intelligence infrastructure—but that wasn’t enough to stop the chip manufacturer’s stock from sliding on Thursday.

SK Hynix tells investors its US listing plan wins their strong backing, source says

SK Hynix told ​investors this week it received “tremendously positive” feedback on its proposed U.S. listing as the chipmaker ‌benefits from strong demand for advanced memory semiconductors needed to run AI data centers, a source familiar with the matter said on Thursday.

Broadcom stock sinks in after hours as AI chip forecast disappoints

Broadcom (AVGO) stock declined 12% in premarket trading on Thursday after the custom chip designer’s AI sales outlook missed estimates.

Nvidia’s Jensen Huang says Marvell could be the next trillion-dollar company; stock jumps 22%

Nvidia’s CEO Jensen Huang hailed this chip designer as the next trillion-dollar firm, sending its shares up sharply in premarket trading Tuesday.

Nvidia jumps into PCs with new Arm-based chip debuting in laptops from Microsoft, Dell, HP

Nvidia has emerged as the world’s most valuable company by dominating the market for AI chips in the data center. Now the company is expanding its prowess to chips that will serve as the main processor for personal computers, entering an arena that’s long been ruled by Intel, Advanced Micro Devices, Qualcomm and Apple

Samsung’s shares surge as much as 6% after company ships next-generation AI memory chip samples

Shares of Samsung Electronics surged as much as 6.51% after the company said it had begun shipping samples of its latest high-bandwidth memory chip to its customers globally.

SK Hynix joins $1 trillion club after Samsung, Micron on AI chip boom

SK Hynix topped $1 trillion in market value for the first time on Wednesday, joining its memory chip rivals Samsung Electronics and Micron Technology in reaching the milestone on an AI-driven rally.