Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "semiconductors", collected in one continuously updated archive.
Quantum computing stocks surged after Nvidia unveiled new AI models designed to accelerate the technology, boosting investor optimism across the sector.
ASML and TSMC highlight strong AI chip demand as global investment in advanced computing continues to rise.
AMD, Qualcomm, and Arm have invested in autonomous driving startup Wayve, reinforcing growing demand for AI-powered vehicle technology.
Amazon reported AI-related cloud revenue above $15 billion and said its chip business now exceeds $20 billion annually. The update highlights growing momentum in its infrastructure strategy.
Marvell shares rise after Nvidia’s $2 billion investment boosts its position in AI infrastructure.
Micron shares fall after earnings as investors weigh valuation and supply risks despite strong AI-driven growth.
Nvidia expects cumulative revenue from AI chips to reach $1 trillion by the end of 2027, according to CEO Jensen Huang. The forecast doubles the company’s previous projection for the fast-growing AI market.
Nvidia posts strong earnings driven by AI chip demand, reinforcing its leadership in high-performance computing infrastructure.
ASML plans to cut 1,700 jobs to reduce management layers, even as AI-driven demand for its chipmaking tools remains strong.
China authorizes the import of hundreds of thousands of Nvidia H200 AI chips for major domestic buyers.
Microsoft unveils a new AI chip designed to reduce reliance on Nvidia as demand for AI computing continues to grow.
Intel shares slide 14% after supply constraints and cautious guidance raise concerns about near-term growth.
SanDisk shares jump more than 1,300% in a year as AI-driven demand for memory and storage fuels one of the market’s biggest rallies.
AMD has introduced the Ryzen 7 9850X3D, an upgraded gaming-focused processor delivering higher boost speeds and a modest performance uplift over its predecessor.
Nvidia says its Vera Rubin AI infrastructure is now in full production and delivers five times the performance of Blackwell.