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#tsmc
Business
fromTechzine Global
21 hours ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
fromTechzine Global
21 hours ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
#intel
Tech industry
from24/7 Wall St.
13 hours ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Tech industry
from24/7 Wall St.
6 hours ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Tech industry
from24/7 Wall St.
13 hours ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Tech industry
from24/7 Wall St.
6 hours ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
#china
fromFortune
3 days ago
Alternative transportation

Trump's gift to China: a booming market for cheap, state-of-the-art EVs amid the Iran War | Fortune

fromFortune
3 days ago
Alternative transportation

Trump's gift to China: a booming market for cheap, state-of-the-art EVs amid the Iran War | Fortune

Venture
from24/7 Wall St.
20 hours ago

Even Nvidia Has Been Losing to This Unknown Chip Stock With 300% Upside

ACMR stock has outperformed NVDA and has significant upside potential due to its unique market position and valuation disconnect.
#artificial-intelligence
Apple
fromEntrepreneur
16 hours ago

This Apple Product Has a 10-Week Wait Time - And It's Been Around Forever

The Mac mini has become a popular choice among AI hobbyists, leading to significant demand and extended shipping times.
Cars
fromwww.businessinsider.com
2 hours ago

Ford's CEO said Chinese carmakers entering the US would be 'devastating'

Chinese automakers pose a significant threat to the US automotive industry, with concerns over economic impact and cybersecurity risks.
London startup
fromFortune
19 hours ago

China went from uninvestable to unavoidable-and Hong Kong is cashing in with a slew of AI-centric IPOs | Fortune

Hong Kong's IPO market surged in Q1 2026, driven by AI companies, raising nearly $14 billion, a 490% increase year-on-year.
#tesla
Cars
fromTESLARATI
3 days ago

Tesla is using a redesigned Cybertruck battery cell to mitigate Semi challenges

Tesla is using redesigned Cybertruck battery cells in its Long Range Semi to address challenges in long-haul logistics.
Cars
fromTESLARATI
5 days ago

Elon Musk drops a bomb regarding Tesla Model S, X inventory

Production of Tesla Model S and Model X has ceased, with only a few hundred units left in inventory.
fromComputerWeekly.com
15 hours ago

Qualcomm expands strategic advanced driver assistance systems, immersive eyewear collaborations | Computer Weekly

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.
European startups
Mobile UX
fromThe Verge
22 hours ago

Huawei beats Apple and Samsung with new wide foldable

Huawei's Pura X Max foldable phone will launch in China, ahead of Apple and Samsung's anticipated models.
fromThe Verge
2 days ago

Is the 'Holy Grail of batteries' finally ready to bless us with its presence?

"I can't say they didn't do it, all I can say is they haven't demonstrated that they have."
Science
#applied-optoelectronics
Marketing tech
from24/7 Wall St.
4 days ago

Applied Optoelectronics stock has surged 237% this year, but analyst sees room to run to $140

Applied Optoelectronics' stock surged 237.46% year-to-date, driven by significant transceiver orders and a raised price target to $140 by Rosenblatt Securities.
Business
from24/7 Wall St.
2 days ago

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

Applied Optoelectronics stock has surged 894.91% in the past year, currently trading at $107.45, with a price target of $108.18.
Business
from24/7 Wall St.
3 days ago

Applied Optoelectronics Could Double Revenue to $1 Billion in 2026

Applied Optoelectronics targets $1 billion revenue for 2026, driven by strong demand in datacenter and CATV segments.
Business
from24/7 Wall St.
5 days ago

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

Applied Optoelectronics stock has surged 894.91% in the past year, currently trading at $107.45 with a price target of $108.18.
Marketing tech
from24/7 Wall St.
4 days ago

Applied Optoelectronics stock has surged 237% this year, but analyst sees room to run to $140

Applied Optoelectronics' stock surged 237.46% year-to-date, driven by significant transceiver orders and a raised price target to $140 by Rosenblatt Securities.
Business
from24/7 Wall St.
2 days ago

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

Applied Optoelectronics stock has surged 894.91% in the past year, currently trading at $107.45, with a price target of $108.18.
Business
from24/7 Wall St.
3 days ago

Applied Optoelectronics Could Double Revenue to $1 Billion in 2026

Applied Optoelectronics targets $1 billion revenue for 2026, driven by strong demand in datacenter and CATV segments.
Business
from24/7 Wall St.
5 days ago

Applied Optoelectronics Has Limited Upside to Our $108.18 Target Despite the $200M Order Catalyst

Applied Optoelectronics stock has surged 894.91% in the past year, currently trading at $107.45 with a price target of $108.18.
fromTechRepublic
6 days ago

China Says Military-Grade Infrared Chips Could Cost 99% Less

Xidian University stated that the new manufacturing method could reduce costs to 'one-hundredth to one-tenth' of current designs, indicating a potential price drop from 100 to between 1 and 10 dollars.
Wearables
Business
from24/7 Wall St.
17 hours ago

The Reason Why I'm Not Buying Micron Stock at Over $420

Micron's stock has rebounded significantly, driven by the ongoing memory supercycle and strong demand for high-performance memory.
from24/7 Wall St.
16 hours ago

Goldman Says It's Time to Buy Tech. I'd Start With These Tech Deals

Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.
Apple
fromTechRepublic
3 days ago

Samsung Eyes Vietnam for $4B Semiconductor Packaging Project

The ministry is coordinating with other ministries and agencies to finalise and submit to the Prime Minister the Memorandum of Understanding between the Government of Vietnam and Samsung Group regarding the group's semiconductor manufacturing project in Vietnam.
European startups
Venture
from24/7 Wall St.
4 days ago

Why Semtech Is the Top AI Stock to Buy in April

Semtech is poised for significant growth due to the increasing demand for optical transceivers in data centers.
#samsung
#ai-infrastructure
Tech industry
from24/7 Wall St.
4 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
from24/7 Wall St.
4 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
#supermicro
Intellectual property law
fromTechzine Global
5 days ago

Supermicro launches investigation following case over server exports

Supermicro is investigating potential employee involvement in circumventing export regulations for advanced technology following a criminal case against three individuals.
European startups
fromTheregister
5 days ago

Supermicro investigating alleged China chip smuggling

Supermicro is investigating charges against employees for violating US export restrictions related to AI servers sent to China.
Intellectual property law
fromTechzine Global
5 days ago

Supermicro launches investigation following case over server exports

Supermicro is investigating potential employee involvement in circumventing export regulations for advanced technology following a criminal case against three individuals.
European startups
fromTheregister
5 days ago

Supermicro investigating alleged China chip smuggling

Supermicro is investigating charges against employees for violating US export restrictions related to AI servers sent to China.
#semiconductors
Business
from24/7 Wall St.
18 hours ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
Silicon Valley
fromTechCrunch
6 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Tech industry
fromTechzine Global
2 weeks ago

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.
Business
from24/7 Wall St.
18 hours ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
Silicon Valley
fromTechCrunch
6 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
3 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Tech industry
fromTechzine Global
2 weeks ago

Broadcom sees pressure on chip supply chain due to TSMC's capacity limits

The semiconductor supply chain faces significant strain due to high demand for AI chips, particularly affecting TSMC's production capacity.
European startups
fromTechRepublic
3 days ago

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.
#nio
Cars
from24/7 Wall St.
4 days ago

Nio Gains 4% on ES9 Launch Day: Delivery Growth and a Historic First Profit Signal a Real Turnaround

Nio's stock rose 4% ahead of the ES9 SUV launch, reflecting strong delivery growth and investor confidence.
Business
from24/7 Wall St.
3 days ago

Nio Jumps 6% on Its First Ever GAAP Profit and a Near Doubling of Q1 Deliveries

Nio achieved its first quarterly GAAP profit and nearly doubled vehicle deliveries despite a declining Chinese auto market.
Cars
from24/7 Wall St.
4 days ago

Nio Gains 4% on ES9 Launch Day: Delivery Growth and a Historic First Profit Signal a Real Turnaround

Nio's stock rose 4% ahead of the ES9 SUV launch, reflecting strong delivery growth and investor confidence.
Business
from24/7 Wall St.
3 days ago

Nio Jumps 6% on Its First Ever GAAP Profit and a Near Doubling of Q1 Deliveries

Nio achieved its first quarterly GAAP profit and nearly doubled vehicle deliveries despite a declining Chinese auto market.
fromGSMArena.com
4 days ago

Apple to use foldable panels made by Samsung Display

Apple is expected to exclusively source foldable OLED panels from Samsung Display for the next three years, with initial shipments expected to be around 3 million units.
Mobile UX
#sandisk
Business
from24/7 Wall St.
15 hours ago

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.
Business
from24/7 Wall St.
4 days ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
Business
from24/7 Wall St.
15 hours ago

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.
Business
from24/7 Wall St.
4 days ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
fromFast Company
1 week ago

China is moving faster on next-gen tech. The U.S. is trying to keep up

In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.
Science
European startups
fromFast Company
4 days ago

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.
Tech industry
from24/7 Wall St.
3 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Business
from24/7 Wall St.
3 days ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
Mobile UX
fromGSMArena.com
1 week ago

Here's how much more Xiaomi is currently paying for memory and storage

Xiaomi is facing a significant increase in RAM and storage costs, impacting smartphone pricing and margins.
Business
from24/7 Wall St.
3 days ago

After Fabrinet's Massive Run, Is the Opportunity Already Gone?

Fabrinet's stock has risen significantly, and strong revenue growth suggests potential for continued investment.
#super-micro-computer
Tech industry
from24/7 Wall St.
3 days ago

Super Micro Surges 8% as 123% Revenue Growth and Gold Series Launch Drown Out the Legal Noise

Super Micro Computer shares rose 8% due to strong revenue growth and a new product launch, despite previous legal challenges.
from24/7 Wall St.
5 days ago
Business

Price Prediction: This Will Be SMCI's Stock Price in 2027

Super Micro Computer's stock is down significantly, but fundamentals suggest potential for recovery with a price target of $25.17.
Tech industry
from24/7 Wall St.
3 days ago

Super Micro Surges 8% as 123% Revenue Growth and Gold Series Launch Drown Out the Legal Noise

Super Micro Computer shares rose 8% due to strong revenue growth and a new product launch, despite previous legal challenges.
Business
from24/7 Wall St.
5 days ago

Price Prediction: This Will Be SMCI's Stock Price in 2027

Super Micro Computer's stock is down significantly, but fundamentals suggest potential for recovery with a price target of $25.17.
fromTNW | Corporates-Innovation
4 days ago

Kia cuts EV target, confirms electric pickup, and plans to put Atlas robots in its Georgia factories

Kia's 2030 EV sales target now stands at 1 million units annually, a reduction of roughly 20% from the previous target of approximately 1.26 million units. This adjustment reflects the impact of eliminated US EV subsidies and a slowdown in battery-electric sales.
European startups
#micron-technology
Business
from24/7 Wall St.
3 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Tech industry
from24/7 Wall St.
2 weeks ago

Micron's Future Hinges on 2 Emerging Challenges

Micron Technology reported a 771% earnings surge, but faces long-term challenges from AI efficiency and increased competition from SK Hynix.
Business
from24/7 Wall St.
4 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Tech industry
from24/7 Wall St.
3 weeks ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
Business
from24/7 Wall St.
3 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Tech industry
from24/7 Wall St.
2 weeks ago

Micron's Future Hinges on 2 Emerging Challenges

Micron Technology reported a 771% earnings surge, but faces long-term challenges from AI efficiency and increased competition from SK Hynix.
Business
from24/7 Wall St.
4 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Tech industry
from24/7 Wall St.
3 weeks ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
#broadcom
from24/7 Wall St.
4 days ago
Tech industry

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom's AI-driven growth contrasts with Qualcomm's slower transition from handset reliance amid market challenges.
from24/7 Wall St.
5 days ago
Business

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
Tech industry
from24/7 Wall St.
4 days ago

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom's AI-driven growth contrasts with Qualcomm's slower transition from handset reliance amid market challenges.
Business
from24/7 Wall St.
5 days ago

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
Business
from24/7 Wall St.
2 days ago

Think It's Too Late to Buy Ciena? Here's the Case for Getting In Now

Ciena Corp's stock has surged 814% in a year, but analysts suggest it may be overvalued despite strong growth prospects.
Tech industry
fromTheregister
4 days ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
#nvidia
Tech industry
fromTheregister
5 days ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
Tech industry
fromTheregister
5 days ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
fromTNW | China
1 week ago

China's Nexchip files for Hong Kong listing as $5 billion chip expansion accelerates

Nexchip Semiconductor is seeking a dual listing alongside its existing Shanghai shares, a move designed to tap international capital for what amounts to an industrial expansion of extraordinary scale.
European startups
Tech industry
from24/7 Wall St.
1 week ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
Business
from24/7 Wall St.
3 days ago

Is It Too Late to Buy Credo Technology Stock (CRDO)?

Credo Technology's stock has risen significantly, but careful evaluation of its valuation and growth potential is essential before investing.
Business
from24/7 Wall St.
3 days ago

Think It's Too Late to Buy Lumentum? Here's the Case for Getting In Now

Lumentum Holdings has seen significant stock growth, but entry risks and valuation concerns warrant careful consideration for investors.
European startups
fromFortune
2 weeks ago

Elon Musk warns the U.S. could soon be producing more chips than we can turn on. And China doesn't have the same issue | Fortune

Electrical power limitations are hindering AI advancement in the U.S., unlike Chinese competitors who do not face the same issues.
Business
from24/7 Wall St.
3 days ago

Lam Research Has 14.73% Upside to Our $253.16 Target Based on Strong Earnings Growth

Lam Research's stock is projected to rise 14.73% to a price target of $253.16 over the next 12 months.
Business
from24/7 Wall St.
3 days ago

Analyst's $1,250 Call Makes Sandisk the AI Boom's Pure-Play NAND Winner

NAND flash prices are rising, boosting Sandisk's stock to new highs and prompting analysts to raise price targets significantly.
Tech industry
from24/7 Wall St.
2 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Business
from24/7 Wall St.
4 days ago

Stifel Sets a $250 Price Target on Texas Instruments. Is This Semiconductor Giant Ready to Run?

Texas Instruments stock upgraded to Buy with a price target increase, signaling confidence in its profitability and market position during an analog upcycle.
Business
from24/7 Wall St.
4 days ago

Is It Too Late to Buy nLIGHT (LASR)?

nLIGHT's stock has surged 837% in a year, driven by strong fundamentals and growth in the Aerospace and Defense segment.
European startups
fromTheregister
1 month ago

Beijing warns of more chip supply worries amid Nexperia mess

China's Ministry of Commerce warns of semiconductor supply chain disruption following Nexperia's restriction of Chinese staff access to critical systems, while Indonesia bans social media for children under 16 to combat cyberbullying and addiction.
Business
from24/7 Wall St.
1 week ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.
fromThe Cipher Brief
2 months ago

Export Controls Backfire: The China Innovation Paradox

Instead of paralyzing China's AI sector, these controls have promoted domestic self-reliance. With no choice but to develop indigenous workarounds and architectural innovations, Chinese businesses are decoupling AI progress from sheer hardware volume. U.S. policies have undoubtedly bought time, but they have also ushered in a parallel innovation ecosystem totally independent of Western influence.
Artificial intelligence
European startups
fromTechzine Global
1 month ago

Calls for a 'Chinese ASML' are growing louder, but it is still a long way off

Chinese chip executives advocate for developing domestic EUV lithography technology as a central priority, proposing a national integrator model to reduce dependence on ASML amid export restrictions.
Business
from24/7 Wall St.
2 weeks ago

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

Lam Research shows the strongest revenue growth among semiconductor equipment leaders, while Applied Materials lags behind.
European startups
fromTechzine Global
1 month ago

"AI chips will remain in America unless foreign countries invest in the US"

The US government is implementing strict export controls on AI chips, requiring foreign customers to invest in US AI infrastructure or provide security guarantees, with ongoing monitoring of chip distribution and usage.
Business
from24/7 Wall St.
2 weeks ago

Tower Semiconductor Could Hit $230, but the Long-Term Payoff Is the Big Story

Tower Semiconductor Ltd. shows significant stock performance with a 46.07% year-to-date gain and a bullish price target of $230 by 2026.
European startups
from24/7 Wall St.
1 month ago

ASML Targets TSM in Advanced Packaging: Strategic Expansion or Unnecessary Gamble?

ASML dominates EUV lithography with an insurmountable competitive moat, but risks 'de-worsification' by diversifying into advanced packaging where TSMC currently leads.
Business
from24/7 Wall St.
3 weeks ago

ACMR vs KLIC: Battle of the Semiconductor Equipment Stocks

ACM Research achieved record revenue but faced margin collapse, while Kulicke & Soffa posted strong earnings with stable margins after strategic restructuring, revealing divergent momentum in semiconductor tools.
from24/7 Wall St.
1 month ago

Retirees Are Using EWT to Ride Taiwan's Semiconductor Dominance

Taiwan Semiconductor Manufacturing (NYSE:TSM) sits at the center of this fund, representing 22.3% of the portfolio - a concentration that reflects TSMC's irreplaceable role in global chip supply chains. It manufactures chips for Apple, Nvidia, AMD, and virtually every other major technology company, and that dominance shows up in its financials: 45% profit margin and 35% return on equity that few industrial companies anywhere in the world can match.
Business
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