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Taiwan semiconductor materials, April 2026— One sector, two races - digitimes

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www.digitimes.com 2026-05-16 digitimes

Among the 19 Taiwan-listed semiconductor materials companies tracked byDigitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those...The article requires paid subscription.Subscribe Now

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Growth Investing Leaders 2026: Nvidia, Meta, and Amazon Analysis - News and Statistics - IndexBox

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www.indexbox.io 2026-05-16 IndexBox

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Applied Materials Stock Posts Record Revenue and 50% Gross Margin in Q2 FY2026 - TIKR.com

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www.tikr.com 2026-05-15 TIKR.com

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SK Hynix vs Samsung 2026: AI HBM Leader Edges Samsung in Best Stock Buy - International Business Times Australia

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www.ibtimes.com.au 2026-05-15 International Business Times Australia

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Micron’s HBM Allocation Is Spoken for Through 2026, but a CEO Stock Sale and a Beijing Summit Add - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS

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TSMC to increase 2nm and A16 capacity by 70% CAGR 2026-28 - Electronics Weekly

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www.electronicsweekly.com 2026-05-15 Electronics Weekly

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SK Hynix Pushes Past Packaging Logjam as HBM Capacity Is Spoken For Through 2026 - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS

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Applied Materials Inc. (AMAT) Stock Rises on Q2 2026 Earnings - Quiver Quantitative

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www.quiverquant.com 2026-05-15 Quiver Quantitative

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Bank of America resets Nvidia stock price target for 2026 - thestreet.com

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www.thestreet.com 2026-05-15 thestreet.com

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[News] TSMC Sees AI Wafer Demand Rising 11x From 2022–2026, Targets CoWoS With 24 HBM Stacks in 2029 - TrendForce

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www.trendforce.com 2026-05-14 TrendForce

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Meet the AI Stock Running Rings Around Nvidia in 2026. It Could Just Be Getting Started - The Motley Fool

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www.fool.com 2026-05-14 The Motley Fool

When it comes to the artificial intelligence (AI) boom,Nvidia(NVDA+2.33%)is the stock by which all others are measured. The company supplies the semiconductors that enabled the recent advances in AI, and it has been one of the undeniable beneficiaries of the AI revolution. Despite concerns about growing competition, uncertainty about future AI adoption, and economic and geopolitical uncertainty, N

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BofA revamps Micron stock price target for rest of 2026 - TradingView

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www.tradingview.com 2026-05-14 TradingView

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ASML Lifts 2026 Sales Outlook As AI Demand And EU Policy Focus Grow - Yahoo Finance

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finance.yahoo.com 2026-05-14 Yahoo Finance

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Will 2026's CapEx Rebound and 2nm Ramp Be Catalysts for Entegris? - The Globe and Mail

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www.theglobeandmail.com 2026-05-13 The Globe and Mail