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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Elizabeth Warren Says NVIDIA Leaders Remain Accountable After Huang’s Exit
Warren tied her concerns to national-security risks, possible legal violations and NVIDIA’s responsibilities to Congress.
· Regulation
- Nvidia CEO Jensen Huang Resigns as CFO Colette Kress Takes Interim Role
Nvidia’s board is searching for a permanent chief executive as the transition puts leadership continuity at the AI chipmaker in focus.
· Business
- Nvidia’s near-term growth looks solid, but long-term strategy remains uncertain
Joanne Feeney said Nvidia’s backlog and product roadmap support near-term growth, while uncertainty over long-term strategic leadership remains a concern.
· Investing
- SemiAnalysis Founder Warns Nvidia Roadmap Could Slow After Jensen Huang’s Resignation
SemiAnalysis founder Dylan Patel said Rubin manufacturing problems could take longer to resolve if they arise after Huang resigned as CEO. SemiAnalysis analyst Jordan Nanos said near-term delivery plans are in place, …
· Technology
- McCormick urges tighter China chip controls, seeks testimony on Nvidia allegations
Senator Dave McCormick called for tighter controls on advanced chip exports to China and testimony from Jensen Huang and Commerce Secretary Lutnick over Nvidia allegations.
· Regulation
- Applied Materials Sets Revenue Record as Taiwan Tops China in Q4
Taiwan supplied 28% of fiscal fourth-quarter revenue, while China remained the company’s largest market for fiscal 2026.
· Business
- Nasdaq Falls 0.91% as NVIDIA Extends Losing Streak to Six Weeks
AMD fell 8.75%, while the Dow gained a preliminary 0.1% and the S&P 500 declined 0.4%.
· Investing
- Von der Leyen Says Europe Needs at Least €500 Billion for Computing
A proposed €20 billion InvestAI facility aims to draw at least €20 billion from private investors, while a separate program seeks up to €30 billion for AI computing hubs.
· Technology
- GlobalFoundries Breaks Ground on First Fab in Two-Factory Malta Plan
The Malta, New York, project is the first of two facilities planned under a U.S.-Japan initiative. GlobalFoundries has targeted 2029 for the first fab to begin operations.
· Business
- Nvidia Approaches Arm CEO Rene Haas in Search for New Leader
Haas is a potential successor in a search that puts executive leadership in focus across AI and semiconductor markets.
· Business
- Roth Starts Analog Devices Coverage With Buy Rating on AI Exposure
Data centers accounted for about 80% of Communications in F3Q26A, when the business grew 84% year over year.
· Investing
- Rothschild & Co. Downgrades Broadcom to Neutral on Earnings Concerns
The firm tied Broadcom’s fiscal 2028 outlook to computing demand from OpenAI and Anthropic, and flagged Google’s shift away from the chipmaker.
· Insights & Views
- Allegro MicroSystems Sets Data Center Sales Record as Fiscal Q2 Sales Rise 29%
Industrial and Other sales climbed 78.6% to $104.4 million. The earnings release did not disclose a separate data center sales figure for the quarter.
· Business
- Former 南亚科技 President 高启全 Sees DRAM Price Risk From 10-Fab Buildout
Most of the added capacity is expected to come online within two years, while the price risk is medium term.
· Business
- Intel CEO sees more AI corrections ahead as investment returns take time
Intel CEO Lip-Bu Tan expects further AI corrections as infrastructure spending outpaces revenue. He also highlighted memory shortages, power constraints and the need for disciplined investment.
· Business
- Yahoo Finance Names AMD CEO Lisa Su Its CEO of the Year
Su has led AMD since 2014 and received the National Medal of Science this year. AMD’s pending $8.2 billion World Labs deal is expected to bring founder Fei-Fei Li into a senior AI role.
· People
- Nvidia Taps Outside Firm to Find CEO Successor as Eight Names Surface
Interim CEO Colette Kress is among the candidates, alongside executives tied to AMD, Arm, Apple, Amazon Web Services, Micron and Google.
· Business
- Eight Candidates Emerge in Search for Nvidia’s Next CEO
Chief Financial Officer Colette Kress is interim CEO as Nvidia searches for a permanent successor.
· People
- Taiwan Stocks Rebound 1,322 Points as Three ASIC Shares Hit Limits
The index had lost 1,165.28 points in the previous session. 台積電 rose 1.71%, while three custom chip designers opened at their limit-up prices.
· Investing
- Nvidia CEO Jensen Huang Resigns Amid U.S. Export Control Push
Chief Financial Officer Colette Kress is serving as interim CEO, with Nvidia's next earnings report due Nov. 17.
· People
- Applied Materials’ Q4 Preview Put $10.30 Billion Revenue Estimate in Focus
Analysts expected $4.06 in non-GAAP diluted EPS, above the company’s $4.02 guidance midpoint.
· Business
- Nasdaq-100 Keeps 27,200 Range Floor in Focus as Gordon Tracks Semis
The index recovered after slipping below 27,200 last week. Gordon is watching for the SMH/SPY ratio to rise above 0.72 as a sign of returning semiconductor leadership.
· Investing
- Stephanie Link Sells Nvidia Shares and Moves Into Micron
Link expects Nvidia’s next quarterly results to be strong and forecasts $300 billion in free cash flow in 2027.
· Investing
- Marvell Agrees to Buy Lumentum in $115 Billion All-Stock Deal
Lumentum shareholders would receive 4.5 Marvell shares for each share they own, with closing expected in the first half of 2028.
· Business
- Nvidia CEO Jensen Huang Resigns From Three Roles Immediately
His departure covers the company presidency, chief executive post and board seat.
· People
- NVIDIA (NVDA) Shares Fall 13.13% to $151 in Intraday Trading
The sharp move came in a major AI and semiconductor stock tracked by investors across crypto and broader markets.
· Investing
- Lam Research Shares Climb for Four Sessions but Remain Below 50-Day Average
The stock closed at $235.88 on Nov. 11 after a 16.36% drop on Nov. 5; a Nov. 12 technical calculation put it above its 20-day average and below its 50-day average.
· Investing
- TSMC Authorizes Up to $500 Million for Semiconductor Investment Company
The Nov. 10 board resolution also capped investments in Anthropic and OpenAI at $500 million each and approved about $40.93 billion in capital appropriations.
· Business
- Lee Attends Samsung Electronics Groundbreaking at Asan Campus
The Nov. 12 event took place at the company’s Onyang campus as South Korea pursues a wider semiconductor expansion.
· Technology
- TSMC Allocates Nearly Half of $40.9 Billion Budget to Advanced-Process Equipment
The authorization of about $40.927 billion was 2.7 times the November 2025 approval. Four capital-budget approvals in 2026 total about $146.6 billion.
· Business
- ByteDance’s 2026 AI Chip Missed Expectations as Team Lead Seeks Exit
施云峰 has submitted a resignation request and is handing over work. ByteDance’s Ada and SeedChip remain in operator adaptation, while the company develops a next-generation product.
· Technology
- Broadcom Shares Rise 3.91% as Anthropic Filing Lists Planned $1 Billion Purchase
The placement covers $26 billion in nonvoting Class N shares; Google, Nvidia, Advanced Micro Devices, Micron, Microsoft and TSMC are also listed as planned buyers.
· Investing
- Cognichip Says AI Model Cut Front-End Chip-Design Work From Months to Days
Cognichip says one engineer completed tasks based on a 55-page specification in days. The company also cites demos showing 18% lower leakage power and timing closure at 2.4 GHz.
· Technology
- Nvidia could fall 25–30% if Jensen Huang leaves, Dan Ives says
Dan Ives puts the chance of Jensen Huang leaving Nvidia within 12 months at about 15%, warning that a departure could trigger a 25–30% share-price drop and disrupt AI financing networks.
· Investing
- Nvidia could fall 25–30% if Jensen Huang leaves, Dan Ives says
Dan Ives puts the chance of Jensen Huang leaving Nvidia within 12 months at about 15%, warning that an exit could send shares down 25–30% and disrupt AI financing relationships.
· Investing
- TSMC Adds $500 Million Semiconductor Vehicle, Setting $1.5 Billion Cap
The Nov. 10 board resolution set separate $500 million limits for Anthropic, OpenAI and a new semiconductor investment company.
· Business
- Bank of America Sees Memory Upcycle Through 2027, Could Avoid 2028 Downturn
Its price assumptions leave room for corrections to begin earlier in 2027, while it forecasts record industry revenue and earnings through 2028.
· Investing
- TSMC Approves Up to $1 Billion for Anthropic and OpenAI Investments
The board capped each investment at $500 million and separately approved nearly $40.93 billion in capital appropriations.
· Business
- Semtech Shares Rise 11.6% to $126.67 in Nov. 11 Intraday Trading
The share quote was recorded at 10:51:56 a.m. ET (15:51:56 UTC) and reflects an intraday reading.
· Investing
- Optical and Storage Shares Rise Early in U.S. Trading as AXT Gains 15.1%
SanDisk, Applied Optoelectronics and Lumentum each gained about 10% in the same early-session list.
· Investing