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REVEALED: Semiconductor | Rare Historical Photos

Texas Instruments Stock Soars Nearly 19% on Q1 Earnings Beat, Strong Data Center and Industrial Demand

Texas Instruments Inc. shares skyrocketed more than 18% Thursday after the analog chip giant crushed Wall Street expectations for the first quarter and issued upbeat guidance fueled by surging demand from data centers and industrial customers.

International Business Times

Broadcom Stock Is Trading at New All-Time Highs. Should You Buy Shares Here?

Riding a wave of AI-driven partnerships and improving market sentiment, Broadcom has climbed to record highs. Should you buy the stock now?

Barchart

Samsung, SK Hynix and TSMC Battle for AI Chip Supremacy in Asia as 2026 Race Intensifies

As artificial intelligence demand drives the global semiconductor industry toward a trillion-dollar scale in 2026, three Asian powerhouses — Taiwan's TSMC, South Korea's Samsung Electronics and SK Hynix — are locked in a high-stakes contest that will largely determine who controls the critical infrastructure powering the AI revolution.

International Business Times

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Making your own DRAM cells in a garden shed isn't the most practical solution to the RAMpocalypse, but it's still awesome to watch

It's about the struggle, right?

PC Gamer

U.S. Commerce Secretary says Nvidia still hasn't sold any H200 AI GPUs to China — Chinese government is blocking imports in an attempt to push domestic semiconductor industry

U.S. Commerce Secretary Howard Lutnick says Nvidia still hasn't sold a single H200 AI GPU to China, despite the ban being lifted four months ago. The Chinese government is making it difficult for Chinese companies to import Nvidia chips in a bid to support the country's own domestic semiconductor industry.

Tom’s Hardware

The ‘ChatGPT Moment’ for Cadence Design Systems Might Just Have Arrived, Says Needham. Should You Buy CDNS Stock Now?

Cadence Design Systems may be on the verge of its “ChatGPT moment,” as agentic AI promises to revolutionize chip design. Is now the time to invest in this stock?

Barchart

Mizuho Analysts Are Bullish on Custom Chips: Broadcom Could Have 87% Compound Annual Growth Rate Through 2028

Mizuho met with executives at an analyst presentation and believes that Broadcom's AI revenue will continue to grow.

Barchart

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Applied Materials Just Joined the Tesla Terafab Project. Does That Make AMAT Stock a Buy?

AMAT stock is riding the AI chip boom, and the Terafab project could mean upside if it actually turns into orders.

Barchart

Why Stifel Just Raised Its AMD Stock Price Target by 14%

Stifel’s 14% price target hike on AMD signals rising Wall Street conviction that the chipmaker is poised to capitalize on accelerating AI-driven demand.

Barchart

Investors Are Betting on a Major Short Squeeze in Navitas Semiconductor Stock

Navitas Semiconductor stock rallies amid retail enthusiasm for AI infrastructure. Here’s why investors should trim exposure to NVTS shares at current levels.

Barchart

'We have no choice but to impose a severe punishment': Ex Samsung researcher sentenced to 7 years in prison for leaking DRAM tech to a Chinese competitor

The semiconductor process tech was reportedly deemed 'a core national technology' of South Korea.

PC Gamer

Enthusiast builds his own RAM in garden shed cleanroom — fledgling array of memory cells groundwork for much larger future project

This is the ‘first time ever RAM has been made at home’ boasts a garden shed-based semiconductor maker.

Tom’s Hardware

Next-generation AI could be powered by Aussie chips

High-performance computer chips ready to handle AI tasks of the future could be made in Australia after a multimillion-dollar funding boost.

AAP

KOSPI Soars to Record 6388 as Semiconductor Rally Defies Middle East Tensions

Gains were led by heavyweight technology names, particularly memory chip giants. SK Hynix soared more than 5 percent to top 1.2 million won per share for the first time, hitting the symbolic "1.2 million nix" milestone.

International Business Times

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International Business Times

Is Navitas Semiconductor Website Down? User Experiences Brief Outage Amid Surging Stock Interest

Navitas Semiconductor Corp.'s official website, navitassemi.com, went down for some users early Tuesday as the gallium nitride and silicon carbide power semiconductor specialist's shares exploded higher in morning trading, raising questions about whether heavy traffic from retail investors contributed to temporary access issues.

International Business Times

Navitas Semiconductor Stock Explodes 19% in Early Trading on AI Power Momentum

Shares of Navitas Semiconductor Corp. skyrocketed more than 18% in early trading Tuesday, surging to $15.66 as investors piled into the gallium nitride and silicon carbide power chip specialist amid growing optimism over its role supplying high-efficiency solutions for artificial intelligence data centers and next-generation energy infrastructure.

International Business Times

5 Reasons Navitas Semiconductor Stock Is Exploding Higher in 2026

Navitas Semiconductor Corp. shares exploded more than 18% in early trading Tuesday, reaching $15.66 as momentum built around the company's gallium nitride and silicon carbide power solutions for artificial intelligence data centers and energy infrastructure.

International Business Times

Intel Stock Drops 3.78% Ahead of Q1 Earnings as Investors Brace for Turnaround Update

Intel Corp. shares fell 3.78% in early Monday trading on April 20, 2026, dropping $2.59 to $65.91 as Wall Street prepared for the chipmaker's first-quarter earnings report on Thursday and weighed ongoing challenges in its foundry business against recent progress in AI partnerships and process technology.

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MarketBeat

Aeluma’s Market Is Laser-Focused on Fresh Highs—Here’s Why

Aeluma is well-positioned to disrupt AI infrastructure markets with its proprietary compound semiconductor technology and manufacturing processes.

Barchart

3 Reasons TSMC Stock Is a 'Strong Buy' After Q1 Earnings

TSMC’s AI momentum could drive long-term gains.

MarketBeat

3 Small-Cap Semiconductor Stocks With Explosive Upside

Semiconductor stocks are rallying again, but the biggest gains are coming from some of the smallest companies, like these 3 small-cap picks and shovels plays.

Barchart

SanDisk Stock Is Up 2,817% in a Year. Wall Street Says It’s Not Done Yet.

Analysts expect SNDK stock to soar to $1800 and above levels.

Barchart

Tesla Earnings, Hormuz and Other Key Things to Watch this Week

Markets face an interesting week following conflicting signals about Strait of Hormuz access as Iran's Foreign Minister announced Friday the waterway was "completely open" citing an Israel-Lebanon ceasefire

MarketBeat

The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone

Marc Chaikin of Chaikin Analytics shares seven bullish stock picks across AI infrastructure and semiconductors while warning investors to trim software and cybersecurity holdings.

Barchart

Profit Jumped 58% at Taiwan Semi. Does That Make TSM Stock a Buy Here?

TSM’s 58% profit surge underscores unstoppable AI demand, but with the stock slipping post-earnings, is the stock a buy here?

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