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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Ambarella Gains 5.3% on Speculation of Potential Qualcomm Deal
Shares rose Friday as speculation emerged that Qualcomm may be interested in acquiring the chipmaker and could be working with advisers on a possible transaction.
· Business
- Microchip Technology Acquires Texas-Based VORAGO Technologies
VORAGO supplies microcontrollers and microprocessors engineered to withstand radiation. Financial terms were not disclosed.
· Business
- Bank of America Starts Penguin Solutions Coverage With Buy Rating, $100 Target
The bank assigned the semiconductor company a Buy rating as Penguin shares gained 3.8% in premarket trading Friday.
· Investing
- Micron Shares Rise as Buyback Restrictions Set to Expire Dec. 9
Micron Technology climbed in premarket trading as technology futures strengthened and analyst Gil Luria raised his 12-month price target to $3,000 from $2,100.
· Business
- Jim Cramer Says Micron’s Growth May Be Becoming Less Cyclical
Micron Technology posted record fiscal 2026 results and forecast stronger revenue and earnings for its first quarter of fiscal 2027.
· Business
- China’s STAR 50 Index Falls Nearly 5% as AI Rally Unravels
The technology-focused index extended its two-day decline beyond 9% and reached a five-month low as artificial-intelligence and semiconductor valuations came under pressure.
· Investing
- AXT, Inc. Shares Fall More Than 10%, Extend Losing Streak to Three Sessions
The compound semiconductor substrate maker closed at $71.66 after losing $8.13 on Thursday.
· Investing
- MaxLinear Shares Fall Nearly 13% After 45% Monthly Rally
The semiconductor company’s stock pulled back sharply Thursday after gaining more than 45% over the previous month.
· Investing
- Nvidia CEO Jensen Huang Receives National Medal of Science
The award recognizes Huang’s work advancing GPU technology for scientific computing and artificial intelligence as the administration expands AI-focused science initiatives.
· People
- Singapore’s Wong Warns AI Semiconductor Boom Will Face Correction
Prime Minister Lawrence Wong urged Singapore to use strong chip demand to build capabilities and jobs before conditions change.
· Technology
- AMD Posts Record Revenue as Data Center Growth More Than Doubles
AMD posted $11.536 billion in second-quarter revenue, while Data Center revenue rose 107% year over year to $6.7 billion.
· Business
- Applied Materials Posts Record Fiscal Third-Quarter Revenue of $9.115 Billion
The semiconductor-equipment maker forecast fiscal fourth-quarter revenue of about $10.25 billion as demand tied to AI infrastructure strengthened.
· Business
- WTO Raises 2026 Goods Trade Forecast to 3.9% on AI Demand
The upgrade from 1.9% reflects strong semiconductor and server demand despite energy and fertilizer-market disruptions linked to the Middle East conflict.
· Business
- UBS Identifies 56 U.S. Stocks With Potentially Underpriced Growth
The basket has a 15% forward sales CAGR and a median HOLT CFROI of 34%, versus 7% and 19%, respectively, for the S&P 500.
· Investing
- ChipMOS Posts Record NT$8.401 Billion Third-Quarter Revenue
Revenue rose 13.8% from the prior quarter and 36.7% from a year earlier as artificial-intelligence demand remained strong.
· Business
- Bundesbank Executive Calls for European AI Strategy Built on Chips and Cloud
Fritzi Köhler-Geib urged coordinated public procurement, private financing and cross-border cooperation as Europe seeks greater control over AI infrastructure.
· Technology
- Wolfspeed Shares Jump After $1.5 Billion Defense Loan Commitment
The proposed 30-year financing would expand U.S. production of silicon carbide and gallium nitride semiconductors for defense and communications applications.
· Business
- MediaTek Posts NT$168.057B Third-Quarter Revenue Above Forecast
September revenue fell 13.69% from August but rose 1.97% year over year, while nine-month revenue reached NT$469.391 billion.
· Business
- TSMC Reports Record Third-Quarter Revenue of $46.71 Billion
Revenue rose 50% year over year and exceeded the LSEG SmartEstimate of NT$1.46 trillion as AI demand drove semiconductor sales.
· Business
- SK hynix ADR Trades at 38% Premium as Lockup Expires Wednesday
The American depositary receipt fell sharply Monday but remains more than 20% above its listing price.
· Investing
- AMD, Samsung Discuss Broader Partnership as HBM4 Demand Rises
Lisa Su said AMD’s MI455X accelerator uses 432 gigabytes of HBM4, up 50% from the previous model’s 288 gigabytes of HBM3E.
· Business
- DA Davidson Raises Micron Target to $3,000 on AI Memory Demand
The firm maintained its buy rating, citing high-bandwidth memory demand, supply constraints and about $150 billion in unfulfilled contracts.
· Business
- Micron Taoyuan Union Wins Strike Vote, Seeks 15% Operating-Profit Share
The union received 1,994 of 2,012 votes cast as workers seek profit-linked compensation instead of one-time bonuses.
· Business
- TSMC September Revenue Rises 54.6% as Record Streak Continues
Revenue reached $16.03 billion, extending TSMC’s record monthly sales streak despite a 0.6% decline from August.
· Business
- Broadcom Explores More Than $50 Billion Financing for OpenAI Chips
The preliminary debt-financing talks involve Apollo and Blackstone as potential lenders. The funding would support OpenAI’s purchase of custom chips developed with Broadcom.
· Business
- AI Power Bottlenecks Could Shift Risk Across the Chip Supply Chain
U.S. electricity demand is rising as data-center projects face constraints involving power, grid connections, land, permits and completed facilities.
· Technology
- Samsung Electronics Projects 783% Profit Surge on AI Memory Demand
The South Korean technology company expects third-quarter operating profit of $80.2 billion, with revenue reaching 195 trillion won, up 127% from a year earlier.
· Business
- Samsung Forecasts Record $80 Billion Profit as AI Chip Demand Surges
The preliminary figure marks Samsung’s first quarterly operating profit above 100 trillion won, with full results due later this month.
· Business
- Optical Communications, Neocloud Stocks Slide At U.S. Open
Astera Labs fell 6.46%, while Applied Optoelectronics and Coherent also posted sharp declines Wednesday.
· Investing
- Intel Stays Involved as Musk Says Terafab Talks With TSMC Continue
Intel CEO Lip-Bu Tan said the company will continue working on the chip project as discussions with Taiwan Semiconductor Manufacturing Co. remain ongoing.
· Business
- AMD CEO Lisa Su Scheduled to Return to Seoul for Gamer Day Event
The Oct. 7 South Korea event follows a March memorandum with Samsung covering HBM4, DDR5 memory and potential foundry cooperation.
· Business
- Qualcomm Targets More Than $15 Billion in Data Center Revenue by 2029
Meta is the chipmaker’s first announced CPU customer. Production of the Dragonfly C1000 is expected to begin in the second half of 2028.
· Business
- Marvell’s Fiscal 2028 Revenue Outlook Stands at About $18 Billion
The company set the outlook in its Aug. 27 earnings release.
· Business
- Netlist Shares Rise 18% After Micron Agrees to $600 Million License
The five-year deal covers patents that include server DIMMs and high-bandwidth memory.
· Business
- Nvidia Closes at $238.90 as Investors Weigh AI Growth
The chipmaker posted 106% year-over-year revenue growth for its latest quarter and expanded its remaining share-repurchase authorization to $235 billion.
· Business
- TSMC Shares Close at Record $485.95 as Terafab Talks Draw Attention
The U.S.-listed shares gained 2.786% on Oct. 5. Elon Musk’s Oct. 3 post did not confirm a deal or TSMC’s role in Terafab.
· Business
- AMD Plans to Raise Taiwan Supply Chain Investment Above $10 Billion
CEO Lisa Su tied the planned increase to strong AI computing demand. She said demand for computing chips remains ahead of supply as AMD expands production.
· Business
- South Korea Maps Out 800 Trillion Won Chip Buildout and AI Expansion
The June 29 roadmap also includes 550 trillion won for data centers and a regional development push, with power, water and grid upgrades needed to support the projects.
· Technology
- Musk Acknowledges Discussions Related to Terafab-TSMC Cooperation Rumors
The Tesla and SpaceX project will be located in Austin, with a first-phase investment of $16.8 billion.
· Business
- Samsung Proposes HBM4 Prices Above Three Times HBM3E Levels
Micron has agreements for most of its 2027 HBM bit supply as chipmakers negotiate next year's capacity and prices.
· Business