Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "semiconductors", collected in one continuously updated archive.
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.
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.