Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "semiconductors", collected in one continuously updated archive.
SanDisk shares reached a new record high, rising nearly 4,000% over the past year as demand for AI data center storage continues to outpace supply.
NXP shares surge as AI and automotive demand drive strong earnings and sector momentum.
AI stocks fall after concerns emerge over OpenAI’s growth and revenue targets.
Nvidia reaches a $5.25 trillion market cap as AI-driven demand for GPUs continues to surge.
A U.S. government investment in Intel has generated $25.7 billion in unrealized gains in just eight months after shares surged following earnings.
SanDisk shares have surged 3000% over the past year as demand for AI data center storage fuels explosive growth.
AMD shares jump 12% after Intel results signal strong AI-driven CPU demand.
Texas Instruments shares rise 19% after strong earnings driven by AI and industrial chip demand.
TSMC shares reached a record high after Taiwan eased single-stock investment caps, boosting demand from institutional funds.
Intel beats earnings expectations with strong EPS and revenue, sending shares up 8%.
Nvidia backed AI infrastructure firm Vast Data in a funding round valuing the company at $30 billion, highlighting strong demand for AI data solutions.
Nvidia and Google announced a major partnership to develop AI infrastructure, combining hardware and software to advance ‘physical’ and agentic AI systems.
Shares of Nvidia supplier Victory Giant surged 60% in its Hong Kong debut, marking the city’s largest IPO launch of the year so far.
Dutch chip startup Euclyd is targeting at least €100 million in funding as Europe ramps up efforts to compete in the fast-growing AI semiconductor market.
ASML and TSMC highlight strong AI chip demand as global investment in semiconductor infrastructure accelerates.