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2026-05-12
ASYS Q1 Deep Dive: AI Demand and Advanced Packaging Drive Revenue Growth and Guidance Upside - Yahoo! Finance Canada
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ca.finance.yahoo.com 2026-05-12 Yahoo! Finance Canada
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2026-05-12
OpenAI takes lion’s share of NVIDIA’s $40B investment playbook. Here are the other startups it has backed - Tech Funding News
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techfundingnews.com 2026-05-12 Tech Funding News
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2026-05-11
Applied Materials in focus as Cantor Fitzgerald ups price target ahead of earnings (AMAT:NASDAQ) - Seeking Alpha
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seekingalpha.com 2026-05-11 Seeking Alpha
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2026-05-09
Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply - simplywall.st
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simplywall.st 2026-05-09 simplywall.st
Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:QCOM Qualcomm Weighs AI Upside As Apple Locks In TSMC 2nm Supply May 09, 2026 Simply Wall St Reviewed by Bailey Pemberton Apple has reportedly secured over 50% of TSMC’s initial 2nm chip production capacity, limiting early access for other customers such as NasdaqGS:QCOM. Qual
QualcommTSMC2nm processAI chipsData centerSmartphonesSemiconductor industryApple
2026-05-09
Micron Faces Wafer Constraints Capping Upside - Let's Data Science
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letsdatascience.com 2026-05-09 Let's Data Science
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2026-05-07
ASYS Q1 Deep Dive: AI Demand and Advanced Packaging Drive Revenue Growth and Guidance Upside - StockStory
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stockstory.org 2026-05-07 StockStory
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2026-05-07
Stock Market Today (LIVE): $119B Later, Musk Might Have Chips; Upstart's Big Quarter Has a Big Catch - The Motley Fool
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www.fool.com 2026-05-07 The Motley Fool
Today's HighlightsUpstart Grows Fast, Spends Faster, and Margins Take a HitCan Vertical Video Save Disney's Streaming?Visa Flexes Its Moat and Earnings Power📌Top story -- scroll down for more updatesClosing Bell4:05 pmStocks are closing in on records for a second consecutive day, driven by AI chip enthusiasm and a sharp drop in oil prices tied to reports of a potential U.S.-Iran peace deal.Advance
Semiconductor IndustryAI ChipsElon MuskTeslaTSMCNVIDIACorningChip Manufacturing
2026-05-05
These Stocks Are Today’s Movers: Coinbase, AMD, Palantir, Tesla, eBay, GameStop, FedEx, UPS, Micron, and More - Barron's
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www.barrons.com 2026-05-05 Barron's
OECD data show China-based semiconductor makers receive outsized industrial support
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digitimes.com
Industrial subsidies reached their highest level since the global financial crisis in 2023 and 2024, according to a June 2026 OECD release based on its new MAGIC database of industrial subsidies. The database tracks support received by 525 of the world's largest manufacturing groups across 15 industrial sectors from 2005 to 2024.