Semiconductor

JPMorgan's Jamie Dimon Urges 'Full Engagement' With China Amid Biden's New Tariffs, But Says 'America Has The Right To Do Things To Protect Itself'
Key Apple Supplier's Stock Gets 14 Upgrades In 2 Weeks Amid Soaring Demand: What's Going On?
China's Top Chipmaker SMIC Sees Profit Margin Plummet To 15-Year Low Amid US Export Controls
Key Apple Supplier's Stock Gets 14 Upgrades In 2 Weeks Amid Soaring Demand: What's Going On?
China's Top Chipmaker SMIC Sees Profit Margin Plummet To 15-Year Low Amid US Export Controls
ARM CEO Rene Haas Bets Big On Automotive With ARMv9 Autonomous Driving Solutions: 'This Is Very, Very Significant'
Nvidia Is 'De Facto AI Standard For The Foreseeable Future': Goldman Sachs Analyst Revises Share Price Expectations

Semiconductor Recent News

Nvidia Supplier SK Hynix Says HBM Chipsets, Crucial For AI, Are All Nearly Sold Out For 2025 Amid Booming Demand
South Korean semiconductor company SK Hynix has revealed that its high-bandwidth memory chips, crucial for AI chipsets, are almost sold out for 2025. This is due to the increasing demand for artificial intelligence services, primarily driven by the AI industry's expansion.
Super Micro Shares Dip On Mixed Q3 Results: EPS Beat, Sales Miss
Super Micro Computer reported quarterly earnings of $6.65 per share which beat the analyst consensus estimate of $5.78 by 15.05% and represents a 307.98% increase over earnings of $1.63 per share from the same period last year. Quarterly sales clocked in at $3.85 billion which missed the analyst consensus estimate of $3.952 billion by 2.58% and is a 200.08% increase year-over-year.
Lattice Semiconductor Reports Q1 Results, Guides Q2 Revenue Below Estimates
Lattice Semiconductor reported quarterly earnings of 29 cents per share which beat the analyst consensus estimate of 28 cents and is a 43.14% decrease from earnings of 51 cents per share from the same period last year. Quarterly sales clocked in at $140.815 million, beating the analyst consensus estimate of $140.138 million by 0.48% and representing a 23.6% decrease from sales of $184.31 million from the same period last year.
What's Going On With Nvidia's Stock?
Nvidia shares are trading higher Friday. Several AI-related and chip stocks are rising following better-than-expected earnings from Microsoft and Meta increased its capex outlook. Wedbush analyst Dan Ives expressed his excitement about the strong results from Microsoft and Alphabet and emphasized the need for increased AI spending, as companies shift towards the "fourth industrial revolution."
Intel Shares Fall On Q1 Revenue Miss, Weak Q2 EPS Guidance
ntel reported quarterly earnings of 18 cents per share which beat the analyst consensus estimate of 14 cents by 28.57%. Quarterly sales came in at $12.72 billion which missed the analyst consensus estimate of $12.78 billion by 0.44% and represents a 8.61% increase over sales of $11.71 billion from the same period last year.
Nvidia Supplier SK Hynix Sees First Profit In 5 Quarters, Credits AI Chip Demand
The South Korean memory chip manufacturer recorded a net profit of 1.92 trillion South Korean won ($1.39 billion) in the first quarter, a stark contrast to the 2.58 trillion won loss in the same period last year.
Move Over Nvidia: Experts Bullish On Intel's AI Chip, Predict Surge In These Three Global Stocks
Charlie Chan and his team at Morgan Stanley forecast that the total Gaudi shipment volume could hit 300-400k units in 2025, generating $2-3bn revenue for Intel.
Key Apple, Nvidia Chip Supplier's Stock Woes Not Yet Over? Here's What Options Data Shows
The chipmaker's stock has been on a downward spiral since its April 11 earnings call, where it revised its growth forecasts for the chip market.
Nvidia's High-End Chips Ended Up In Chinese Hands Despite US Ban: Here's How Beijing Scored Them
Despite the U.S. expanding its ban on the sale of such technology to China in November, ten Chinese entities successfully acquired advanced Nvidia chips. These chips were integrated into servers manufactured by Super Micro, Dell, and Gigabyte Technology.
TSMC Cautions Red-Hot Chip Industry Growth Could Cool Amid Declining Automotive Chip Demand
Taiwan Semiconductor has cautioned that the red-hot growth in the chip industry might be cooling down, citing a potential decline in automotive chip demand.
Taiwan Bolsters 'Chip Diplomacy' With Canada And France Amid China Tensions
In a move to bolster its global standing, Taiwan has extended its 'chip diplomacy' to the Czech Republic, signing a tech pact with the U.S., Canada, France, and Germany in recent months.
Samsung Goes Big In America: $44B Chip Plant Reportedly Planned In Texas
South Korean tech giant Samsung is set to announce a substantial $44 billion investment in U.S. chipmaking, possibly as early as next week.
Threat For Nvidia, AMD? Huawei Ramps Up Semiconductor R&D In Shanghai To Counter US Restrictions
The new R&D facility is focused on developing lithography machines, which are essential for advanced chip production.
US Overtakes China As Taiwan's Biggest Export Market For The First Time In Over 20 Years
Recent trade data has shown that the U.S. has now become the leading destination for Taiwanese exports, overtaking China.Recent trade data shows that the U.S. has become the leading destination for Taiwanese exports, overtaking China.
South Korea's President Unveils $7B Investment In AI To Preserve Semiconductor Dominance
In a bid to maintain its global dominance in semiconductor chips, South Korean President Yoon Suk Yeol has announced a $7 billion investment in artificial intelligence by 2027.
Ahead Of Chip Earnings, Analyst Turns More Bullish On Nvidia And These Semiconductor Stocks On Robust AI Demand
Supply-chain checks by KeyBanc showed mixed performance for semiconductor companies this reporting season, with AI-related demand remaining firm.
Japan's Towa Soars On AI Chip Demand From Obscurity To Nearly 400% Gains
The surging demand for artificial intelligence has resulted in a 390% stock price increase for Towa Corp, a Japanese firm critical to the chipmaking process.
With HBM Weighing Down, Could AI Propel Samsung's Stock Performance?
Artificial Intelligence could be the stabilizing factor the fluctuating memory chip market has been waiting for, with Samsung at the forefront of this shift.
US Treasury Chief Yellen Pursues Closer China Ties But Calls Out Excess Manufacturing Concerns
The U.S. Treasury Secretary, Janet Yellen, has commenced her four-day visit to China, pledging to strengthen economic relations while cautioning against the global risks associated with China's manufacturing overcapacity.
Nvidia Supplier SK Hynix Bets $3.87B On US Chip Future, Scores Win For Biden's Supply Chain Goals
SK Hynix, a global memory chip giant, has revealed plans to invest a substantial $3.87 billion in its first-ever chip packaging facility in the United States. This move is a significant win for the Biden administration's efforts to reshore chip production.
Can China-US Tensions Propel This Country With A Rich Semiconductor Heritage As The Next Chip Superpower?
As the U.S.-China tech war continues to intensify, Malaysia has emerged as a critical location for semiconductor manufacturing. The country's well-established infrastructure and skilled labor force have made it an attractive destination for global chip firms.
US To Unveil List Of Chinese Chip Factories Banned From Receiving Key Tech: Report
The United States is reportedly preparing to release a list of Chinese chipmaking facilities that will be prohibited from receiving crucial tools, a move that could significantly impact the global semiconductor industry.
Taiwan's Tech Surge Boosts Stocks With Rising AI And Semiconductor Demand
On Friday, Taiwanese stocks soared to new heights, driven by the burgeoning demand for artificial intelligence and semiconductor technology. This trend is expected to continue, according to market analysts.