#semiconductors
articles
Broadcom Could Rally 33% as Macquarie Says Google Fears Are Priced In
Macquarie upgraded Broadcom to outperform and lifted its price target to $490, arguing concerns about losing Google's cu...
Nvidia's Earnings Surge Lifts Jensen Huang to $196.8 Billion, Sixth-Richest Person
A record revenue beat, a 70% growth forecast and rising AI infrastructure demand added $15.6 billion to Huang's fortune,...
Analysts Call Samsung, SK hynix 'Extremely Undervalued' After 40% Slide
KB Securities sees AI memory earnings as barely priced into the two chipmakers after a leveraged unwind, while SK hynix'...
AI's Memory Stack: Bernstein Says Demand Is Spreading Beyond HBM
Bernstein sees AI's memory bottleneck broadening from HBM into DRAM, NAND and storage, with six Outperform names across ...
Morgan Stanley Names 5 AI-Sovereignty Stocks with 20%-Plus Upside
The bank's AI-sovereignty screen spans chips, packaging, cloud and telecom, with base-case price targets implying 21% to...
Nvidia Jumps 6% After Data Center Sales Drive $96.2 Billion Quarter
Revenue rose 106% to $96.2 billion and net income nearly doubled, but Nvidia's margin guidance signals a step down. Afte...
Taiwan's Chip Secrets Under Siege: How China Poaches TSMC Talent and Skirts Export Bans
Taiwanese prosecutors and researchers say Chinese groups use shell companies and triple salaries to lure chip engineers,...
China's AI Rally Puts US Labs on the Defensive as the Race Shifts to Cost
Star 50 outperforms as Moonshot and DeepSeek push cheaper models; OpenAI and Anthropic respond with sharp price cuts, ma...
Wall Street Ends Lower as Weak Retail Sales and Chip Selloff Weigh
US stocks fell Friday as chip names slid, July retail sales unexpectedly dropped 0.6%, and Strait of Hormuz shipping dis...
Eight Euro Stoxx 50 Stocks With More Than 25% Analyst Upside
Strategists argue July's AI-led correction was rotation, not retreat. LSEG consensus data highlights eight Euro Stoxx 50...
13F Filings Show Institutions Trimmed Mag7 and AI Favorites as Conviction Splits
An SEC filing sweep shows 44% of institutions reduced Magnificent Seven positions while 42% added, and semis still drew ...
UK Tech ETF Options: Low-Cost Funds, Hidden Overlaps and Thematic Bets
A practical guide to broad technology, semiconductor and AI trackers available to UK investors — and why overlap, concen...
PM Modi's Seven Streams of Strength Set India's 2047 Industrial Agenda
Prime Minister Modi's Independence Day address set out seven 'streams of strength' and new targets for semiconductors, n...
Kospi Re-enters Bull Market as Memory-Chip Rally Lifts Sandisk and Asian Indexes
A 20% rebound from July's low has put South Korea's Kospi back in bull territory after Sandisk's 2030 growth plan sparke...
SK Hynix’s August 2026 Valuation Snapshot: 92.7% ROE, No Dividend and a 0.27 PEG
A market data page shows a lofty 92.7% trailing return on equity, a low 0.27 PEG and no forward payout — raising questio...
What Applied Materials' 13 August Data Page Shows on Valuation
A 13 August 2026 data page on Applied Materials offers segment details and three valuation metrics, but no stock price o...
Nikkei Tech Foresight Schedules Aug. 27 Physical AI Webinar
The session will focus on non-NVIDIA chip options and robotic “hand” technology, with related patent analysis covering K...
Ukraine Claims Nvidia Jetson Orin Chips Found in Russia's New S-71 Cruise Missiles
Kyiv's military intelligence says Nvidia Jetson Orin modules and other Western components were found in Russian S-71 mis...
Nvidia Loses $130 Billion in Market Value on Reports of a $500 Billion AI Financing Plan
Shares fell 2.4% to about $218 on Monday as the Financial Times reported Nvidia is working with Apollo, Blackstone, Blac...
AMD Pullback Makes It a Hold, Not a Buy, Morningstar Says; Sandisk and Western Digital Still Fully Priced
Morningstar’s Dave Sekera explains why AMD’s 7% post-earnings drop leaves the stock fairly valued, while Sandisk and Wes...
Aubrey Capital Flags AI Capex Risks; Trimmed Exposure, Eyes India Rotation
Fund manager Mark Martyrossian warns of potential AI infrastructure downturn, citing the Oracle downgrade and China’s ch...
Sony and TSMC Plan $6.4 Billion Japan Chip Fab for Next-Gen Image Sensors
Sony Semiconductor Solutions and TSMC plan a $6.4 billion chip fab in Japan to produce advanced image sensors for autono...
Sony and TSMC Plan $6.3 Billion Joint Venture to Produce Next-Gen Image Sensors
A Nikkei report says Sony and TSMC will invest 1 trillion yen in a joint venture to manufacture advanced image sensor ch...
Tesla and SpaceX to Build World's Largest Chip Plant in Texas with $14.55 Billion Investment
The Terafab facility will produce custom silicon for Optimus robots, robotaxis, and SpaceX’s space data centers, bypassi...
Micron Stock Could More Than Double by Late 2027, Analysts Say
A historic memory chip shortage driven by AI demand has Micron's earnings surging; the average analyst price target poin...
Marsh Names Jessica Fields to Lead New Semiconductor and AI Insurance Practice
The hire signals Marsh's push to provide tailored risk solutions for the booming chip and AI infrastructure sectors.
Intel’s Top Researcher Says US and Korea Both Foster Semiconductor Innovation—But Culture Makes the Difference
Myung-hee Na, who spent decades at IBM, SK Hynix, and now Intel Foundry, explains why American independent thinking and ...
Marketscreener Unveils IoT Stock List as Connected Devices Set to Multiply
The financial platform’s thematic list spans fibre infrastructure, chipmakers, smart-home integrators and industrial IoT...
Amundi Semiconductor ETF: Why It’s a 23% NVIDIA Bet
With no single-stock cap, the Amundi MSCI Semiconductors ETF lets NVIDIA’s full market weight dominate the portfolio. We...
China's H1 2026 Trade Boom: AI Chips and Precious Metals Mask Strong Organic Growth
China’s imports and exports surged 21.2% in the first half of 2026, with most of the gain from soaring prices for AI har...