#AI chips

Micron tops the trending stock charts on May 11, 2026, ahead of Nvidia and AMD. HBM4 ramp, surging DRAM contracts, and a structural shortage explain why.

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

Intel's Apple chip rally is really a foundry credibility test. Here is what the reported deal means for INTC stock, Apple, TSMC and investors.

AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.

Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.

AVGO at $406.54 (April 17 close), $1.91T market cap. Q1 FY2026 revenue $19.31B, AI +106% to $8.4B, $73B backlog, $100B+ AI target by 2027.

TSM at $370.50 (April 17 close), $1.88T market cap. Q1 2026 revenue $35.9B, EPS $3.49 beat, gross margin 66.2%, Q2 guide $39-$40.2B. AI foundry leader analysis.

The message Qualcomm has sent to Wall Street is quite clear as it announced a $20 billion stock buyback on March 17 which points towards a sharp slump in

The share price of Nvidia has not endured immense negative pressure. It was the Trump administration that pulled out a whole suite of regulations that

SK Group chairman Chey Tae-won says global chip wafer shortages may persist until 2030 due to rising AI demand, as SK Hynix explores strategies to stabilize memory prices.

China’s second-largest chipmaker Hua Hong is preparing to launch 7 nm chip production in Shanghai, marking a significant step in the country’s effort to strengthen domestic semiconductor manufacturing.

Shares of Micron Technology rose 5.08% on March 13, 2026, as opposed to wider market fall. As rising oil prices put pressure on stocks, the S&P 500

Broadcom wins in the competition of AI compared to Nvidia. Stocks of companies dealing with AI infrastructure still enjoy the interest of investors

The KLA Corporation, a leading center in the semiconductor fabrication industry, has launched a $7billion share buyback program, signaling uncertainty

There is a notable influx of AI projects underway today at Broadcom which has drawn substantial interest in the semiconductor industry. After the

The share price of Nvidia dropped by approximately 5 % in 2026, but the company still has an operating high capacity business, and so it is up to the

TSMC has progressively found itself in the center of the existing artificial-intelligence boom, and its stock price has been correspondingly rising in

Micron Technologies had fallen by 7.99% to reach $379.68 in the last trading session. The observed decline can be traced down to poor macro-economic

Marvell Stocks Surge massively after Analyst upgrade. Marvell Technology (NASDAQ: MRVL) was recently given the rating of Buy with a price target of $130

Nvidia has stopped H200 AI chip exports to China and redirected its TSMC production capacity to next-gen Vera Rubin processors, signaling a major strategic pivot amid escalating U.S.-China tech tensions in 2026.

Malaysia's semiconductor ambitions face a major setback as the MACC probes a $279M deal with Arm Holdings over allegations of fraud and abuse of power.

Apple just unleashed M5 Pro and M5 Max, turbocharging MacBook Pro for the toughest creative and AI tasks. Announced March 3, 2026, these chips promise to

Qualcomm CEO Cristiano Amon revealed at MWC 2026 that robotics is the company's next major growth frontier. Learn how the Dragonwing chip targets a $9 trillion humanoid robot market by 2050.

Apple has also launched the iPhone 17e, a more affordable flagship smartphone that sets the middle-level smart phone industry by providing more premium