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FORGOTTEN HISTORY: 13 - Caught on Camera

Intel CEO who won over Donald Trump and Elon Musk now needs a breakthrough

Intel CEO Lip-Bu Tan is entering his second year with renewed optimism, securing interest from tech giants like Apple and Tesla, and seeing his stock reach record highs. Despite past struggles in AI and manufacturing, Tan is focused on rebuilding internal leadership and leveraging his network to drive the company's…

The Economic Times

TSMC, Sony Semiconductor Solutions to establish image sensor joint venture in Kumamoto

Taiwan Semiconductor Manufacturing and Sony Semiconductor Solutions are joining forces. They will establish a joint venture in Kumamoto, Japan. This partnership will focus on developing and producing advanced image sensors. The collaboration combines Sony's sensor design expertise with TSMC's manufacturing prowess.

The Economic Times

AI Surge Powers Asian Stocks To Records Despite Ongoing Iran War And Oil Shock

Japan's Nikkei 225, South Korea's Kospi and Taiwan's Taiex have all reached new highs, tracking a broader global rally that has also pushed U.S. indexes such as the S&P 500 and Nasdaq Composite to record territory.

International Business Times

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Why Lam Research Still Looks Like a Buy After a 300% Rally

Lam may be overbought after a historic rally, but strong earnings and fresh SpaceX-related excitement suggest the rally may have room to run.

MarketBeat

Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000 — workers want share of AI windfall, impending 18-day strike could cost Samsung up to $11.7 billion

Negotiations between the National Samsung Electronics Union, which represents workers in the company’s chipmaking division, and management have seemingly broken down over a single issue.

Tom’s Hardware

After an Earnings Blowout, Morgan Stanley Just Raised This Chip Stock’s Target Price by $8

Navitas Semiconductor has a number of strong, positive, potential catalysts, but it's also facing tough competitive threats along with its high price tag.

Barchart

You May Not Know This 1 China-Focused Chip Stock but Seaport Global Analysts Can’t Get Enough

Seaport Global analysts are bullish on this China-focused wafer fabrication stock.

Barchart

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SpaceX files for $55 billion semiconductor fab in rural Texas for Musk's Terafab — total chipmaking fab investment could reach $119 billion

The capital figures in this filing far exceed what was disclosed when Elon Musk announced Terafab in March, where the project carried a $20 billion price tag.

Tom’s Hardware

Global semiconductor sales hit nearly $300 billion in Q1 2026 — chips are on track to top $1 trillion for this year, says report

Sales of chips in Q1 2026 hit $298.5 billion and are on track to exceed $1 trillion this year, according to the Semiconductor Industry Association.

Tom’s Hardware

AXT's Explosive Run Proves Photonics Is Where the AI Boom Is Heading Next

AXTI stock has skyrocketed on AI-driven demand for indium phosphide substrates, far outpacing the S&P 500. High valuation and analyst caution underscore the risks in this volatile semiconductor materials play.

Barchart

Intel vs AMD: Why the Risk-Reward Is Skewed in Intel Stock’s Favor

Recent analyst commentary suggests AMD's upside is limited anyway due to capacity constraints.

Barchart

Dear Microchip Technology Stock Fans, Mark Your Calendars for May 7

Microchip Technology gears up for its Q4 results following a strong rally.

Barchart

NXP Semiconductors Stock Nears All-Time High. Here's Why NXPI is a Buy Now.

NXP’s diversified business and strong cash generation make it a compelling long-term semiconductor bet.

Barchart

China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Tom’s Hardware

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Barchart

Is Wall Street Bullish or Bearish on ON Semiconductor Stock?

As ON Semiconductor has notably outperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

Barchart

Taiwan Semi Just Dumped Its Stake in ARM Stock. Why Investors Don’t Seem to Care.

Taiwan Semiconductor sold its Arm Holdings stake, yet ARM stock has held firm as Wall Street keeps betting on AI, data centers, and fresh chip ambitions.

Barchart

Jobs, Earnings and Other Key Things to Watch this Week

Markets enter a big week following last week's Federal Reserve meeting and mega-cap technology earnings convergence, with focus now shifting to Friday's April jobs report at 8:30am that will provide insights into labor market health amid geopolitical uncertainties and energy-driven economic pressures.

International Business Times

NVIDIA vs Intel Stock Battle 2026: AI Leader or Turnaround Star – Which to Buy Now?

As investors weigh semiconductor giants amid the ongoing artificial intelligence boom, NVIDIA Corp. stands out as Wall Street's clear favorite heading into the second half of 2026, with analysts projecting 30-40% upside while urging caution on Intel Corp. despite its recent share-price surge.

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MarketBeat

The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches

Dylan Jovine of Behind the Markets identifies five chip stocks set to benefit from the SpaceX IPO and the agentic AI wave driving it.

Barchart

Taiwan Semi Is Selling ARM Stock. Should You?

As Taiwan Semiconductor Manufacturing Company cashes out of Arm Holdings, should you follow suit?

MarketBeat

MaxLinear’s Explosive 200% Rally Looks Impressive—But Can It Last?

MaxLinear surged 80% after Q1 2026 earnings on strong data center growth, but negative net margins and a forward P/E of 60 raise valuation concerns.

Barchart

NXP Semiconductors Stock Is Surging as Automotive Chip Demand Returns. The Rebound May Just Be Getting Started.

NXPI's medium-to-long-term outlook remains promising for investors who want in on the chip sector.

Barchart

Options Traders Are Betting on Increasingly Diverging Paths for Intel Stock in 2026

Options pricing suggests traders are bracing for a more than 23% move in Intel stock by July 2026, signaling sharply divergent outcomes following its massive post-earnings rally.

Barchart

Semiconductor Stocks Are the New Elephant in the Room at 14% of the S&P 500. How to Play This Tech Super-Sector.

The semiconductor industry group has ballooned to an unprecedented 14% of the S&P 500’s total market weight.

Barchart

Broadcom Just Hit $2 Trillion Market Cap. Is AVGO Stock a Buy Now?

Broadcom is no longer overlooked, although it remains a powerful long-term AI investment.

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