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July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,
Investor jitters over how long the artificial intelligence spending boom will last and concern over Chinese competition in chipmaking sent technology shares plunging Tuesday."The first leg of the artificial-intelligence boom was financed with cash, confidence and some of the strongest balance sheets in corporate America," wrote Stephen Innes at SPI Asset Management.
Amkor Technology (NASDAQ:AMKR) reported record second-quarter revenue of $1.9 billion, up 13% sequentially and 26% from a year earlier, as growth in computing and automotive and industrial markets helped the semiconductor packaging and test company exceed the high end of its guidance. Chief Executi
Cadence Design Systems stock rose Monday after the chip-design company reported better-than-expected earnings and reaffirmed its positioning as an artificial-intelligence beneficiary. Cadence reported adjusted earnings of $2.11 a share in the second quarter, up from $1.65 a year ago and above analysts’ consensus estimate of $2.05, according to FactSet. Chip makers like Nvidia and Taiwan Semiconductor Manufacturing use Cadence’s software as part of their design process, and semiconductor demand has been one of the stories of the market in 2026.
Western Digital is riding AI storage demand with rising revenues, expanding margins and bullish analyst targets. See why WDC could extend its rally.
NVIDIA just committed to a spending package that dwarfs the budgets of most nations, and the market reacted by punishing the stock. Whether that reaction reflects legitimate bubble fears or a historic buying opportunity depends on one critical question investors are still fighting over.
The AI memory supercycle has emerged as one of 2026’s most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as […]
Look out below for semis?
On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]
LCY could accelerate growth after KKR's planned exit, with larger U.S. investments under consideration.
Taiwan Semiconductor ups its 2026 capital budget to as much as $64 billion, betting on long-term AI and HPC demand while expanding capacity without expected bottlenecks.
Taiwan Semiconductor's latest Arizona expansion is huge news for investors.
(Bloomberg) -- Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueTrump Seethes as Iran War Spirals Ane
Reports suggest TSMC plans to hike chip prices by up to 10% in 2027, a change that could ripple into the cost of nearly every device you buy.
Intel strong earnings weren’t enough to keep the stock’s gains going on Friday. Late Thursday, Intel reported per-share earnings that were almost double what analysts had forecast for the second quarter, while revenue jumped ahead of estimates. Intel management said on Thursday’s earnings call that they were raising their 2026 capital expenditure estimates to more than $20 billion, up from around $18 billion, as the company works to meet the rising demand of its products.
(Bloomberg) -- Qualcomm Inc., the biggest maker of smartphone processors, told customers that rising costs are forcing it to increase prices by a percentage in the double digits. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Major Bet on Starsh
TSMC just committed another $100 billion to U.S. chipmaking on the same day it posted record profit. Behind both moves is an AI chip demand it still can’t fully meet.
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
Nvidia will prepay to fund expansion of Amkor's advanced packaging capacity in Arizona
TSMC plans 2027 price hikes of 5% to 10% plus HPC surcharges, testing pricing power at NVIDIA, Broadcom, AMD, and Qualcomm amid record TSMC revenue and margins.
Semiconductor stocks have made investors’ fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names. Names like the VanEck Semiconductor ETF (NASDAQ:SMH), Corgi Lithography & Semiconductor Photonics ETF (BATS:EUV), and the iShares MSCI Taiwan ETF (NYSEARCA:EWT) delivered solid gains earlier this year, only to take a breather in the past ... AI Chip Stocks Just Got Crushed. 3 Semiconductor ETFs to Buy the Dip On
Amkor Technology said on Thursday it had entered a multi-year agreement with Nvidia worth $1.5 billion to expand advanced semiconductor packaging and test capacity in the U.S., as the chip industry races to build out AI infrastructure. • Under the agreement, Nvidia will make a prepayment to support the expansion of Amkor's U.S. advanced packaging operations, including capacity in Arizona. • The companies will jointly develop packaging and testing technologies for Nvidia's AI and accelerated-computing platforms, focusing on combining different types of chips in a single package.
Advanced Micro Devices (NASDAQ:AMD) executives used a question-and-answer session at the company’s Advancing AI 2026 conference to expand on its AI data center roadmap, customer engagements and expectations for growth in CPUs, GPUs and full rack-scale systems. Chair and CEO Dr. Lisa Su said AMD is
Intel (INTC) reported second-quarter results ahead of Wall Street's estimates late Thursday, with th
Taiwan Semiconductor and Nvidia are stalwarts in the semiconductor industry.
AMD (AMD) CEO Lisa Su took the stage at Advancing AI 2026 to unveil the chipmaker's latest AI roadmap, highlighting next-generation CPUs, GPUs, and AI rack-scale systems. During the keynote, Su touted the company's upcoming Helios platform, calling it "simply the best AI rack in the world" as AMD ramps up its challenge to rivals, including Nvidia (NVDA), in the AI infrastructure race.
At its Advancing AI 2026 event in San Francisco, Advanced Micro Devices (NASDAQ:AMD) laid out an expansive AI roadmap spanning data center racks, server CPUs, enterprise accelerators, developer software, personal AI systems and robotics platforms, while highlighting partnerships with major AI and en
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