#semiconductors
#semiconductors

Business

How to Gain AI Exposure Without Picking Stocks: 3 ETF Strategies Compared

Business

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

fromTNW | Insider

European startups

Recap: Europe's top funding rounds this week (23-29 March)

Business

The Semiconductor Pullback Makes This ETF a Strong Buy

34 minutes ago

Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing

The semiconductor industry is experiencing a structural shift due to AI infrastructure spending, leading to sustained pricing power and elevated memory chip prices.

How to Gain AI Exposure Without Picking Stocks: 3 ETF Strategies Compared

AI infrastructure spending is accelerating, with ETFs providing diverse investment opportunities in the semiconductor and AI sectors.

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.

fromTNW | Insider

Recap: Europe's top funding rounds this week (23-29 March)

European capital is increasingly focused on backing infrastructure layers across various sectors, particularly in semiconductor and AI technologies.

The Semiconductor Pullback Makes This ETF a Strong Buy

Semiconductor stocks face challenges but underlying companies show strong performance driven by AI infrastructure spending.

more#ai-infrastructure

2 hours ago

Semiconductor ETF SOXX Delivers 50% YTD-Reddit Retail Cautious Despite Record-Breaking Run

Semiconductors have significantly rewarded investors, with the iShares Semiconductor ETF gaining 1,608% over the past decade due to structural industry growth.

15 hours ago

China's Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Chinese semiconductor equipment vendors are gaining market share but remain modest compared to global leaders.

fromFuturism

22 hours ago

Toilet Maker Spikes in Value as It Flushes Money Into AI

Toto announced plans to ramp up existing production of semiconductor components, an attention-catching 'AI play' that sent its shares soaring by 18 percent to their highest levels since 2021.

Venture

#ai

The AI Gold Rush Just Hit a New Layer: Here's Why Sandisk Is Printing Money

The next phase of AI focuses on memory requirements, making memory suppliers key players in the AI era.

5 days ago

Opinion: 3 Main Drivers Will Define the Next Phase of the AI Race - and Only a Few Companies Actually Have Them

AI trade is revitalizing, with semiconductor companies leading due to strong demand and evolving AI technologies.

Gadgets

YouTuber has DIMM idea, builds working DRAM in backyard

Business intelligence

Athena wants to bring agentic AI to the semiconductor factory floor

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.

fromTechCrunch

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.

The AI Gold Rush Just Hit a New Layer: Here's Why Sandisk Is Printing Money

The next phase of AI focuses on memory requirements, making memory suppliers key players in the AI era.

5 days ago

Opinion: 3 Main Drivers Will Define the Next Phase of the AI Race - and Only a Few Companies Actually Have Them

AI trade is revitalizing, with semiconductor companies leading due to strong demand and evolving AI technologies.

Gadgets

YouTuber has DIMM idea, builds working DRAM in backyard

AI demand has increased memory prices, prompting individuals to explore DIY semiconductor production as a solution.

Business intelligence

Athena wants to bring agentic AI to the semiconductor factory floor

FabOrchestrator is an AI platform that automates various tasks in semiconductor and electronics manufacturing, enhancing efficiency and support.

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.

fromTechCrunch

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.

Schwab Analyst: Chip Stocks Face 'Overhead Supply' Risk After 50% Rally Off March Lows

Investors should be cautious with semiconductor stocks after a significant rally and recent negative news affecting momentum.

#nvidia

Tech industry

Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip

fromwww.businessinsider.com

Tech industry

Wall Street Analyst Warns Hyperscaler Custom Chips Pose 'Significant Risk' to NVIDIA's Dominance

Tech industry

Nvidia's $4.9 trillion chip empire has a new problem: its biggest customers

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

NVIDIA shares are down 4% amid rotation chatter despite a strong year-to-date performance and impressive fundamentals.

Business

NVIDIA Slips After Hitting Record Highs: Is the Parabolic Move Cooling Off?

Tech industry

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

Did Nvidia Just Deliver a Breakout Fake-Out? Why DipBuyers Should Welcome a Dip

Nvidia shares have dipped significantly, raising concerns about its position as the world's largest company amid Alphabet's rapid growth.

Wall Street Analyst Warns Hyperscaler Custom Chips Pose 'Significant Risk' to NVIDIA's Dominance

NVIDIA faces significant risks from hyperscalers developing their own chips, potentially disrupting its market dominance.

fromwww.businessinsider.com

Nvidia's $4.9 trillion chip empire has a new problem: its biggest customers

Google and Amazon are planning to sell their own custom AI chips, posing a potential threat to Nvidia's dominance in the market.

NVIDIA Falls 4% on Rotation Concerns: How Strong Profitability Could Save the Bull Case

NVIDIA shares are down 4% amid rotation chatter despite a strong year-to-date performance and impressive fundamentals.

NVIDIA Slips After Hitting Record Highs: Is the Parabolic Move Cooling Off?

NVIDIA shares are experiencing a pullback after a record high, raising questions about future performance amid strong earnings expectations.

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.

more#nvidia

#samsung

Samsung's Lee family wealth doubles to $45.5B on AI chip boom as 30,000 workers demand profit share and threaten strike

The Lee family's wealth surged to $45.5 billion due to Samsung Electronics' stock rally driven by AI chip demand.

fromArs Technica

Samsung may be bracing for first-ever annual loss in smartphone business

Samsung's semiconductor division achieved record profits, but rising component costs are driving up prices for consumer devices.

fromGSMArena.com

Samsung issues record-breaking Q1 earnings guidance

Samsung expects over $38 billion in Q1 2026 operating profits, driven by its semiconductor division, marking a 753% increase from Q1 2025.

Samsung's Lee family wealth doubles to $45.5B on AI chip boom as 30,000 workers demand profit share and threaten strike

The Lee family's wealth surged to $45.5 billion due to Samsung Electronics' stock rally driven by AI chip demand.

fromArs Technica

Samsung may be bracing for first-ever annual loss in smartphone business

Samsung's semiconductor division achieved record profits, but rising component costs are driving up prices for consumer devices.

fromGSMArena.com

Samsung issues record-breaking Q1 earnings guidance

Samsung expects over $38 billion in Q1 2026 operating profits, driven by its semiconductor division, marking a 753% increase from Q1 2025.

more#samsung

Poet Faces Legal Risk and Tax Questions but There is Upside Potential

POET Technologies faces legal challenges but has potential for significant upside with optical engine commercialization.

What an Astera Labs Golden Cross Tells Investors About the Next Leg Up

Astera Labs is experiencing significant growth, with stock prices rising dramatically and strong earnings performance indicating a positive momentum shift.

Amazon's chips become a $20B business

Amazon's semiconductor business is now a top three datacenter chip provider, with a potential $50 billion annual revenue run rate.

#taiwan-semiconductor

3 days ago

TSMC Just Broke Out. Yet the Stock Still Looks Strikingly Inexpensive

Taiwan Semiconductor's shares reached all-time highs amid strong earnings, raising questions about future growth and potential pullbacks.

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.

3 days ago

TSMC Just Broke Out. Yet the Stock Still Looks Strikingly Inexpensive

Taiwan Semiconductor's shares reached all-time highs amid strong earnings, raising questions about future growth and potential pullbacks.

more#taiwan-semiconductor

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.

3 days ago

Is the AI CapEx Trade Cracking? 5 Stocks Most Exposed If OpenAI's Slowdown Is Real

OpenAI's missed internal goals have raised concerns about AI infrastructure investments and semiconductor market stability.

#micron-technology

Business

DA Davidson Initiates Micron at Buy With a $1,000 Price Target: Is This the Most Bullish Memory Call of 2026?

Silicon Valley

Barron's Said Micron Was the Cheapest Stock in America. The Skeptics Were Wrong.

Micron at $420: Buy, Sell or Hold?

Micron Technology presents a strong investment opportunity due to AI-driven memory demand and favorable valuation metrics.

Micron Has 15.58% Downside Risk to Our $318.89 Target Despite the 485.1% Rally

Micron Technology faces a potential pullback risk despite a 485.1% rise over the past year, with a price target of $318.89.

Tech industry

Wall Street Tells Investors Its Less Excited About Micron Stock

Tech industry

Micron's Future Hinges on 2 Emerging Challenges

DA Davidson Initiates Micron at Buy With a $1,000 Price Target: Is This the Most Bullish Memory Call of 2026?

DA Davidson initiated coverage of Micron Technology with a Buy rating and a $1,000 price target, emphasizing AI memory's long-term potential.

Barron's Said Micron Was the Cheapest Stock in America. The Skeptics Were Wrong.

Micron Technology's stock surged 557% in a year, driven by AI demand and significant earnings growth.

Micron at $420: Buy, Sell or Hold?

Micron Technology presents a strong investment opportunity due to AI-driven memory demand and favorable valuation metrics.

Micron Has 15.58% Downside Risk to Our $318.89 Target Despite the 485.1% Rally

Micron Technology faces a potential pullback risk despite a 485.1% rise over the past year, with a price target of $318.89.

Wall Street Tells Investors Its Less Excited About Micron Stock

Citi lowered Micron's price target to $425 but maintains a Buy rating, disputing concerns over TurboQuant's impact on memory demand.

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.

more#micron-technology

fromHarvard Business Review

Investors Panicked on CoreWeave. Why It Might Be Time to Get Greedy

CoreWeave's stock rebounded over 61% after securing significant AI deals and analyst upgrades, indicating strong future growth potential.

Where the U.S.'s Chip Strategy Is Still Falling Short

The United States is investing billions of dollars to bring the most advanced semiconductor manufacturing onshore, with new factories rising across the country.

European startups

fromTNW | Insights

The US government's Intel stake is now worth $36 billion. Nobody in Washington planned it that way.

The US government's stake in Intel, worth $36 billion, is one of the most profitable investments in American industrial history, despite being accidental.

#qualcomm

Tech industry

Qualcomm Stock Jumps 11% - Here's Why It's Still Down 13% in 2026

Business

Barclays Reinstates Qualcomm at Underweight With a $130 Target: Is the Handset Story Officially Broken?

Qualcomm Stock Price Prediction: Bull and Bear Case

Qualcomm is expected to recover to $184.32, representing a 38.5% upside, despite a recent stock pullback.

Qualcomm Stock Jumps 11% - Here's Why It's Still Down 13% in 2026

Qualcomm shares surged 11% due to sector-wide optimism following Intel's strong earnings report.

Barclays Reinstates Qualcomm at Underweight With a $130 Target: Is the Handset Story Officially Broken?

Barclays reinstated an Underweight rating on Qualcomm with a $130 price target, reflecting growing bearish sentiment on the stock.

Qualcomm Stock Price Prediction: Bull and Bear Case

Qualcomm is expected to recover to $184.32, representing a 38.5% upside, despite a recent stock pullback.

Philippe Laffont's Coatue Is Betting Billions on These 3 AI Stocks. Here's Why Smart Money Sees AI Dominance

Coatue Management is heavily investing in companies central to the AI infrastructure, anticipating significant long-term value creation.

#amd

Business

DA Davidson Upgrades AMD to Buy With a $375 Price Target: The Big Winner of Intel Earnings?

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

DA Davidson Upgrades AMD to Buy With a $375 Price Target: The Big Winner of Intel Earnings?

AMD upgraded to Buy with a price target of $375, reflecting strong momentum in the semiconductor sector and AI market.

AMD Price Prediction: Where Will The Stock be in 2027

AMD's stock is projected to rise to $284.67, indicating a 16.17% upside over the next year.

B. Riley Just Upgraded On Semiconductor to Buy and Nearly Doubled Its Price Target. Is This the Chip Comeback of 2026?

B. Riley upgraded On Semiconductor to Buy, raising the price target to $115, indicating strong confidence in the company's recovery and growth potential.

fromABC7 San Francisco

Union City becomes home to 1st US center for advanced AI chip assembly

Union City opened the first U.S. research center for advanced semiconductor packaging, enhancing AI chip production and job creation in Silicon Valley.

fromwww.dw.com

China's chip ambitions shake up global tech industry

The US imposed export curbs on advanced semiconductors to limit China's technological and military advancements.

fromwww.dw.com

How China is reshaping the global chip industry

The US imposed export curbs on advanced semiconductors to limit China's technological advancements and military capabilities.

#dram

fromThe Verge

Tech industry

The RAM shortage could last years

DRAM prices surged 90-95%, memory suppliers booked two years out

The selloff in memory and semiconductor stocks is overdone due to strong demand and supply constraints.

fromThe Verge

Tech industry

The RAM shortage could last years

DRAM prices surged 90-95%, memory suppliers booked two years out

The selloff in memory and semiconductor stocks is overdone due to strong demand and supply constraints.

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.

fromTNW | Startups-Technology

AlixLabs closes 15M Series A

AlixLabs has secured €15M in Series A funding to advance its Atomic Pitch Splitting technology for semiconductor manufacturing, targeting beta testing in 2026.

fromTNW | Business

Ericsson narrowly misses Q1 profit forecasts as North America unwind

Ericsson's profitability declined sharply in Q1 2026 due to reduced North American market investment and rising semiconductor costs driven by AI demand.

Buy the Rumor, Sell the News? ASML Falls Despite the Beat-and-Raise Quarter

The semiconductor equipment sector thrives amid AI demand, but ASML's stock fell despite strong earnings due to lower-than-expected guidance.

AI + Yield: The Dividend Growth Stock That's Flying Under the Radar

Investors seeking dividends in AI should consider International Business Machines and Qualcomm for potential yields and capital appreciation.

Japan going back to the future by reviving its chip industry

"We have to solve these challenges of power and space and heat. It's not going to be solved by one thing, but one of those things is much more intelligent, multi-dimensional packaging."

European startups

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.

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.

fromWIRED

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.

fromTNW | Corporates-Innovation

Intel joins Musk's Terafab as foundry partner in $25B chip megaproject

Intel partners with Terafab to produce one terawatt of AI compute annually, marking a significant shift in its foundry strategy.

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.

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.

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.

fromWIRED

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.

fromTNW | Corporates-Innovation

Intel joins Musk's Terafab as foundry partner in $25B chip megaproject

Intel partners with Terafab to produce one terawatt of AI compute annually, marking a significant shift in its foundry strategy.

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.

Live Nasdaq Composite: Tech Pulls Back While Oil Breaks $100 on Strait Tensions

Oil markets are surging due to fears of a closure of the Strait of Hormuz, impacting global trade and energy prices.

#micron

Business

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

Business

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

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.

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.

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.

#export-controls

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Bipartisan senators introduced the MATCH Act to strengthen semiconductor export controls and prevent adversaries from acquiring critical technology.

Tech bills of the week: Limiting adversaries' access to US tech; and boosting cyber apprenticeships

New legislation aims to strengthen U.S. export controls on sensitive technologies to prevent adversaries from exploiting them for economic gain.

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Bipartisan senators introduced the MATCH Act to strengthen semiconductor export controls and prevent adversaries from acquiring critical technology.

Tech bills of the week: Limiting adversaries' access to US tech; and boosting cyber apprenticeships

New legislation aims to strengthen U.S. export controls on sensitive technologies to prevent adversaries from exploiting them for economic gain.

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.

Venture

2 Small Cap AI Stocks Many Investors Are Still Overlooking (ONTO + AIXXF)

Onto Innovation is a key player in semiconductor inspection machinery, crucial for AI hardware and often overlooked by investors.

#broadcom

Tech industry

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Business

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

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.

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.

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.

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.

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.

Is Aehr Test Systems The AI Stock You Didn't Realize You Needed to Buy?

Aehr Test Systems is positioned for growth due to increased demand for semiconductor testing equipment, particularly for AI and data center applications.

fromTESLARATI

Elon Musk's Terafab project locks up massive new partner

Terafab is a $20-25 billion semiconductor complex in Austin, aiming to produce 1 terawatt of compute capacity annually.

'Liberation Day' 1 Year Later: How This Tiny AI Play Turned Into a 3,350% Winner

AXT's stock surged 3,353.60% due to its role in AI infrastructure despite initial tariff impacts.

fromTNW | Investors-Funding

Raspberry Pi leans into semiconductors as sales climb

Raspberry Pi reported significant revenue and profit growth, but its focus is shifting from hobbyist origins to broader industrial applications.

Venture

Rebellions closes $400M pre-IPO round at a $2.34B valuation

Rebellions, a South Korean AI chip company, raised $650M in six months, targeting Meta and xAI as customers, and valued at $2.34 billion.

This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment

Arm Holdings is positioned to thrive due to a critical mismatch in tech components, particularly in battery efficiency and capacity.

World news

Stock Market Live March 30, 2026: S&P 500 (SPY) Up on President Trump Optimism

Markets are rising as President Trump signals progress in U.S.-Iran talks, with significant gains in various sectors.

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.

Games

fromFortune

Sony raises PlayStation price another $100, second price hike in under a year | Fortune

Sony is raising PlayStation prices again due to global economic pressures, with the PS5 now costing $649.99 in the U.S.

Venture

Kandou AI raises $225M from SoftBank and Synopsys to solve AI's memory wall

Kandou AI raised $225 million in a Series A round, focusing on chip-to-chip interconnect technology for AI infrastructure.

fromThe Verge

Sony temporarily suspends memory card sales due to shortages

Due to the global shortage of semiconductors and other factors, it is anticipated that supply will not be able to meet demand for CFexpress memory cards and SD memory cards for the foreseeable future.

SOMA, SF

Games

fromwww.theguardian.com

Sony to hike PS5 prices by $100 as AI and Iran war push up memory chip costs

Sony is increasing PlayStation 5 prices globally due to rising component costs, marking its second price hike in less than a year.

Apple

fromGSMArena.com

Apple expands its American Manufacturing Program with new partners

Apple expands its American Manufacturing Program by adding new partners to enhance domestic production of critical components and advanced technologies.

fromwww.businessinsider.com

Tesla is hiring for Elon Musk's Terafab chip moonshot. Here's how much it's paying.

Tesla and SpaceX are hiring for semiconductor roles to support the development of a large chip manufacturing facility called Terafab.

Advanced Micro Devices Retreats After a 7% Rally: Can the Linux CIQ Partnership Keep AMD Competitive?

Advanced Micro Devices stock experiences a 2% pullback after a strong rally, influenced by market conditions and a new partnership to enhance AI offerings.

fromwww.aljazeera.com