Semiconductor News & Analysis Feed
2821 articles
2026-07-07
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Forget Nvidia: AMD Might Close the Gap Faster Than Anyone on Wall Street Expects
Omor Ibne Ehsan
Mon, July 6, 2026 at 10:55 AM PDT 4 min read
AMD
+0.25%
NVDA
+3.65%
META
-2.02%
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Quick Read
AMD's Data Center revenue accelerated to 57% YoY growth as NVDA absorbs a $4.6 billion China revenue hole and $119 billion in supply commitments.
Meta and OpenAI ea
2026-07-07
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ASML Stock Gains Over 5% — Why Bernstein Thinks ASML Holding Can Keep Climbing After Nearly 140% Run In The Past Year
ASML Stock Gains Over 5% — Why Bernstein Thinks ASML Holding Can Keep Climbing After Nearly 140% Run In The Past Year · Stocktwits
Aveek Bhowmik
Mon, July 6, 2026 at 9:31 AM PDT 3 min read
ASML.AS
+3.48%
000660.KS
+5.30%
Bernstein lifted its price target and expects AI to accelera
2026-07-07
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2026-07-06
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SK Hynix targets $28B US IPO to fund AI-driven chip expansion
Proactive
Mon, July 6, 2026 at 8:47 AM PDT 2 min read
000660.KS
+5.30%
005930.KS
+0.18%
005935.KS
-0.70%
SK Hynix (KRX: 000660) said it plans to raise about $28 billion through a United States initial public offering (IPO) as the South Korean memory chipmaker seeks to tap sustained investor demand tied to artificial intelligence infras
2026-07-06
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2026-07-06
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Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont?
Neha Gupta
Mon, July 6, 2026 at 8:24 AM PDT 2 min read
2330.TW
-2.03%
TSM
+1.02%
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Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont. On June 29, Barclays reiterated
2026-07-06
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