-
China Says TSMC Could Become 'United States Semiconductor Manufacturing Co.' As Trump Pushes US Chipmaking
Wednesday, February 26, 2025 - 4:47am | 354Read More...China accused Taiwan of attempting to surrender its prized semiconductor industry to the United States as a “souvenir” to gain political support, amid reports that Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) has been in talks for a stake in Intel Corp (NASDAQ:INTC). Speaking at a...
-
Nvidia Set For 'Clear Beat And Raise Special' As AI Demand Surges, Says Dan Ives
Monday, February 24, 2025 - 2:30am | 543Read More...Nvidia Corp. (NASDAQ:NVDA) is poised to deliver another strong earnings performance this week, according to Wedbush Securities analyst Dan Ives, as artificial intelligence demand continues to drive growth for the semiconductor giant. What Happened: “We expect another robust performance and...
-
Auto Slowdown Hits ON Semiconductor In Q4 — Q1 Outlook Also Dim: CEO Warns of 'Persisting Volatility Due To The Geopolitical Uncertainty'
Tuesday, February 11, 2025 - 2:47am | 710Read More...ON Semiconductor Corp. (NASDAQ:ON) missed street expectations in the fourth quarter, predicting a sluggish first quarter for its automotive segment as its shares tumbled over 8% after the earnings report on Monday. What Happened: Lower global automotive demand combined with slower-than-expected...
-
Options Corner: Microchip Offers A High-Risk Wager Just Ahead Of Earnings
Wednesday, February 5, 2025 - 4:26pm | 981Read More...On paper, Microchip Technology Inc. (NASDAQ:MCHP) should rank among the top semiconductor specialists. While it's not directly tied to artificial intelligence, the Chandler, Arizona-based company plays a powerful supporting role in AI applications. Fundamentally, the company specializes in...
-
Chip Equipment Maker Applied Materials Stock Is Up Over 9% YTD Even As Charts Point To Bearish Patterns: Here's What Investors Should Look At
Tuesday, February 4, 2025 - 8:36am | 697Read More...Shares of Applied Materials Inc. (NASDAQ:AMAT) have risen by 9.11% this year despite last week’s declines in semiconductor-linked companies fueled by the emergence of DeepSeek’s V3 chatbot. Here’s what the company’s technical and fundamental metrics reveal. What Happened:...
-
Trump Says Its Time For US To 'Return' To A System That Made It Rich And Powerful As The President Proposes Tariffs On Taiwan: 'Bring Production Back To Our Country'
Tuesday, January 28, 2025 - 3:26am | 608Read More...President Donald Trump has pledged to impose tariffs on imports from Taiwan, a move that could affect industries such as semiconductors and pharmaceuticals, including Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), the world’s largest contract chipmaker. What Happened: Speaking at a...
-
Trump Once Said Taiwan Took '100% Of Our Chip Business,' But TSMC Confident Of Support For Arizona Plants Under Incoming President
Sunday, January 19, 2025 - 10:44pm | 596Read More...Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) expects continued U.S. government support for its Arizona chip plants under President-elect Donald Trump‘s administration, despite his previous criticism of Taiwan’s semiconductor industry. What Happened: TSMC CFO Wendell Huang said the...
-
Qorvo Soars 7% After Hours As Activist Investor Starboard Reportedly Takes Stake In Semiconductor Company
Friday, January 17, 2025 - 1:54am | 653Read More...Activist investor Starboard Value LP has reportedly acquired a 7.7% stake worth approximately $500 million in Qorvo Inc. (NASDAQ:QRVO) on Thursday, targeting the struggling semiconductor manufacturer for potential operational changes. What Happened: The stake, led by Starboard CEO Jeff Smith, comes...
-
Jim Cramer Questions Nvidia's Trading Pattern Amid Positive TSMC Earnings And Biden's China Export Regulations
Thursday, January 16, 2025 - 11:47pm | 790Read More...NVIDIA Corp. (NASDAQ:NVDA) is facing renewed market scrutiny as Jim Cramer questioned the stock’s trading pattern on Thursday, amid growing concerns over China sanctions and positive earnings from key supplier Taiwan Semiconductor Manufacturing Co. (NYSE:TSM). What Happened: “When will...
-
Taiwan Semiconductor Projects AI Revenue To Double In 2025, Highlights Advanced Packaging As Growth Driver: Analyst
Thursday, January 16, 2025 - 12:59pm | 707Read More...Needham analyst Charles Shi reiterated Taiwan Semiconductor Manufacturing Co (NYSE:TSM) with a Buy and a $225 price target. Taiwan Semiconductor guided 2025 revenue growth to be in the mid-20s percent range, primarily in line with consensus. More interestingly, management guided AI revenue to...
-
Jim Cramer Quips About Joe Biden's TSMC Chips Sanction As Nvidia Supplier Beats Q4 Estimates
Thursday, January 16, 2025 - 6:42am | 556Read More...CNBC’s Jim Cramer took to the social media platform X to endorse Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) strong fourth-quarter earnings while taking a jibe at outgoing president Joe Biden‘s sanctions on the chipmaker. What Happened: Nvidia Corp.’s (NASDAQ:NVDA)...
-
AMD Shares Hint At A Reversal As Charts Show Bullish Stick Sandwich Following A Double Downgrade From HSBC
Wednesday, January 15, 2025 - 8:54am | 917Read More...Shares of chipmaker Advanced Micro Devices Inc. (NASDAQ:AMD) are most likely poised for a reversal as its candlesticks show a rare pattern despite a double downgrade from HSBC on Jan. 8. What Happened: The semiconductor stock’s candlestick chart shows a unique ‘Bullish Stick Sandwich...
-
After Nvidia, Semiconductor Trade Groups Oppose Biden's Chip Export Measures: Rules Threaten To 'Derail Innovation And Economic Growth Worldwide'
Wednesday, January 15, 2025 - 2:59am | 578Read More...U.S. semiconductor trade groups have mounted strong opposition to the President Joe Biden administration’s new chip export restrictions, warning of potential market share losses to global competitors in a private letter to Biden. What Happened: The letter Tuesday, signed by six trade...
-
TSMC Powers Up: December Revenue Soars Ahead Of Q4 Earnings Release
Friday, January 10, 2025 - 11:35am | 563Read More...Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is riding a wave of positive momentum as it gears up for its fourth quarter earnings release on Jan. 16. An Impressive 57.8% YoY Revenue Increase The semiconductor giant reported December 2024 net revenue of NT$278.16 billion (approx. $8.44...
-
Nvidia's AI Growth Boosts Advantest's Strategic Position In AI Chip Supply Chain, Stock Shows Strong Correlation With Jensen Huang-Led Tech Giant
Thursday, January 9, 2025 - 11:19pm | 517Read More...Japanese semiconductor testing equipment maker Advantest Corp. (OTC:ATEYY) has emerged as a key beneficiary of the artificial intelligence boom, with its stock showing a remarkable 0.93 correlation coefficient with NVIDIA Corp. (NASDAQ:NVDA) over the past three years, highlighting its strategic...












