Micron AI Triumph Defies Market Sell-Off
Micron posts record Q1 FY26 results fueled by AI demand, with strong margins and upbeat Q2 guidance.
Micron posts record Q1 FY26 results fueled by AI demand, with strong margins and upbeat Q2 guidance.
Broadcom posts record AI-driven revenue but cautious guidance and lofty AI benchmarks spark investor skepticism.
Biren Technology rockets on its Hong Kong debut, signaling strong demand for AI chips and a growing IPO wave.
Intel stock jumps after strong earnings; strategic investments from Nvidia, SoftBank, and the U.S. government boost AI and data center growth.
Intel's Core Ultra Series 3 debuts at CES 2026, built on the 18A process, delivering strong ultraportable laptop performance with AI acceleration.
The Dutch government seizes control of Nexperia, Wingtech's Netherlands-based semiconductor unit, citing national security and governance concerns.
Explores how geopolitical tensions and export controls threaten automotive semiconductor supply chains and push for resilient sourcing.
Global memory chip shortages push up costs, forcing Nintendo Switch 2 price talks and a delayed PlayStation 6 launch.
Taiwan rejects relocating forty percent of chip production to the US, citing an integrated ecosystem and a 'silicon shield' for global supply chains.
Broadcom shares drop after cautious remarks by CEO Hock Tan, despite beating Q4 estimates and guiding strong AI growth.
Memory chip prices surge as AI demand dominates supply, reshaping markets and consumer pricing.
China has launched anti-dumping probes targeting US chip makers, potentially impacting global trade and the tech industry.
Tech leads market recovery as Nvidia export approvals spark optimism; rotation toward healthcare and communications reshapes AI investment bets.
China has launched two probes targeting the US semiconductor sector just before trade talks in Madrid, potentially escalating the ongoing trade war between the two economic giants.