Articles Tagged “Semiconductor Stocks”
23 articles found
Samsung Q3 2026 Profit: How AI Memory Drove a ₩107T Record
Samsung guided Q3 2026 operating profit to a record ₩107.4 trillion (about $80B), up 782.5% year on year on surging AI memory demand and chip prices.
TSMC Q3 2026 Revenue: Record Quarter Beats Guidance
TSMC posted record Q3 2026 revenue of about NT$1.49 trillion, beating guidance, as September sales rose 54.6% on AI chip demand ahead of its Oct 15 call.
Micron Q4 2026 Results: $54.2B Revenue and a $61.5B Outlook
Micron reported $54.23B fiscal Q4 revenue and $133.19B for FY2026, then guided Q1 to $61.5B. Here is what the AI memory numbers say, by customer segment.
AMD World Labs Deal: What the $8.2B World Model Bet Means
AMD will buy Fei-Fei Li's World Labs for about $8.2 billion in stock, adding 3D world-model research and a new chief scientist. Here's what to watch.
AMD Tops $1 Trillion: What's Behind the Chip Stock's Run
AMD topped a $1 trillion market cap on September 21 as shares hit a record $613.92, making it the fourth US chipmaker to join the club on AI demand.
Winbond's $1.12B Infineon NOR Deal Brings Back Spansion
Winbond will pay $1.12 billion in cash for Infineon's NOR Flash and F-RAM business, relaunching it as Spansion in San Jose with closing due in 2H 2027.
GlobalFoundries and Marvell Expand Vermont SiGe Fab
GlobalFoundries and Marvell expanded a multi-year deal to add silicon germanium capacity in Vermont for 200G-per-lane AI data center optics.
SK hynix Explores First US Memory Production at Intel
Reuters reports SK hynix is weighing memory manufacturing at Intel's Ohio site. The company confirms it is exploring options but nothing is signed.
Qualcomm Amazon Deal Ties a $4B Warrant to Chip Orders
Qualcomm shares rose 3% after Amazon took warrants on 25 million shares at $161.26, with vesting tied to purchases counted up to $60 billion by 2036.
IonQ Superion 256 Targets 300x Lower Cost per Qubit
IonQ launched Superion 256, a rack-sized 256-qubit platform built at its own chip fab, with orders open now and first deliveries due in 2027.
ASML Lines Up TSMC and Samsung for High-NA EUV Tools
ASML won High-NA EUV commitments from TSMC, Samsung and Intel, plus agreement on a 12-inch photomask that its CTO says lifts productivity 40%.
Broadcom Q3 Earnings Test a $16B AI Revenue Guidance
Broadcom reports fiscal Q3 on September 2 against its own guidance of $29.4B in revenue and $16B in AI semiconductor sales, up over 200% YoY.
Nvidia Invests $3.5B in MediaTek for Custom AI Chips
Nvidia bought $3.5B of MediaTek convertible bonds out of a $3.9B offering, with Alphabet also in, tying MediaTek's custom ASICs to NVLink Fusion.
Nvidia Q2 Revenue Doubles to $96.2B, Guides to $108B
Nvidia posted $96.2B in Q2 FY27 revenue, up 106% year over year, with $89B from data center, 75% gross margins and Q3 revenue guidance of $108B.
Ingenic Semiconductor IPO Raises $410M in Hong Kong
Ingenic Semiconductor listed in Hong Kong on August 25, selling 31.29 million H shares at HK$102.80 to raise up to $410 million under code 3223.
SK Hynix Buyback Hits 40 Trillion Won in Korean First
SK hynix approved a 40 trillion won buyback and cancellation of 24.07 million shares, the largest treasury share cancellation by a Korean listed company.
S&P 500 Record Close Led by Memory Chip Stock Rally
The S&P 500 closed at a record 7,798.99 on August 13 as flat July producer prices and a memory-chip rally lifted sentiment into a third weekly gain.
Applied Materials Q3: Record $9.12B and Raised Outlook
Applied Materials posted record Q3 revenue of $9.12 billion, up 25% year over year, and guided Q4 to $10.25 billion on AI infrastructure demand.
Onto Innovation Q2 Revenue Climbs 35% to $343 Million
Onto Innovation posted record Q2 revenue of $343M, up 35% year over year, with backlog above $1.1 billion on AI memory and advanced packaging demand.
AMD Data Center Revenue Doubles to $6.7B in Q2 2026
AMD posted record Q2 revenue of $11.5 billion, up 50%, as data center sales more than doubled to $6.7 billion and now make up 58% of the company.
SK Hynix IPO Becomes Biggest Foreign US Listing
SK Hynix raised $26.5 billion and closed up 13% on July 10, the largest US IPO ever by a foreign company, driven by AI memory demand.
Applied Materials Posts a Record Q2 — $7.91B Revenue, 50% Gross Margin, and Eight Price-Target Hikes in a Day
Applied Materials beat Q2 FY2026 estimates with $7.91B revenue and $2.86 non-GAAP EPS on May 15, 2026 — triggering eight Wall Street price target hikes and a 30% calendar-2026 growth call.
Micron Posts Record $23.9B Revenue as AI Memory Demand Nearly Triples the Business
Micron's Q2 FY2026 revenue surges 196% year-over-year to $23.9B with 75% gross margins, driven by insatiable AI data center demand for HBM and server DRAM.