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Nasdaq Semiconductor ETF
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Breaking New Ground In OLED: Applied Materials Unveils MAX OLED Solution For Bigger Displays
November 21, 2024
Applied Materials, Inc. launched the MAX OLED solution, bringing high-quality OLED displays to tablets, PCs, and TVs. This technology simplifies manufacturing and enhances display quality.
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Skyworks Solutions Faces Headwinds: Analysts Slash Price Forecasts Amid Weak Guidance And Inventory Challenges
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Skyworks Solutions reported Q4 results, beat EPS estimate, revenue in line with forecast. Several analyst cut price target.
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Skyworks Beats Q4 EPS Estimates, Projects AI-Driven Smartphone Surge Despite Modest Q1 Outlook
November 13, 2024
Skyworks Solutions reported Q4 results, beating EPS estimates & paying 70 cent dividend.
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Taiwan Semiconductor Has Soared 96% But Geopolitical Risks Persist
October 02, 2024
Taiwan Semiconductor stock rises 96% in a year, driven by demand for AI chips from companies like Nvidia. Taiwan leads China by 10 yrs in 2nm tech.
Via
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AMD Chief Predicts Custom Chips Will Outperform GPUs, Sees Shift in AI Chip Demand: Report
September 23, 2024
AMD's Lisa Su shared insight on GPUs with potential for custom chips in AI models. Nvidia leads the premium gaming market while AMD focuses on mainstream and mid-range.
Via
Benzinga
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5 Tech ETFs At The Forefront Of The Fed-Induced Rally
September 20, 2024
While the gains were broad-based, the technology sector was the biggest gainer. Here are five ETFs from the sector.
Via
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Semiconductor ETFs Take A Beating, Dragged Lower By Nvidia, AMD, and Broadcom Stocks
September 06, 2024
Semiconductor, hardware, and AI stocks led by Nvidia, AMD, and TSM continue to pull back as earnings disappoint and demand concerns persist.
Via
Benzinga
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ETFs
Exposures
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Semiconductor ETFs Rally Despite Nvidia Dip: 10 Chipmakers Defy The AI Darling's Drop
August 29, 2024
Semiconductor stocks saw a surprising surge, despite Nvidia's outlook not meeting investors' high expectations.
Via
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Qualcomm Will Benefit From Edge AI Strength In Smartphones And PCs, Analyst Says
August 14, 2024
KeyBanc analyst maintains Overweight rating and $225 price target on QCOM, highlights expectations for Samsung's market share and potential M&A interest.
Via
Benzinga
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Exposures
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Intel's $8.5B Government Windfall Fails To Stop 15,000 Layoffs At Chipmaker
August 07, 2024
Intel Corp plans to cut 15% of its workforce, around 15,000 jobs, after receiving $8.5 billion in grants from the U.S. government. This is part of a cost-cutting and restructuring plan as revenues have...
Via
Benzinga
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Workforce
Exposures
Layoff
Intel Tanks On Big Q2 Earnings Miss: ETFs In Focus
August 02, 2024
Intel disappointed investors as it reported lackluster second-quarter 2024 results. Investors should keep a close eye on the ETFs having the highest allocation to the world’s biggest semiconductor...
Via
Talk Markets
Topics
ETFs
Intel Wins London Leg Of Patent Dispute With R2: Report
July 31, 2024
Intel Corp shares are trading higher today. The chip giant reportedly won the London leg of a global patent dispute with U.S. competitor R2 Semiconductor on Wednesday.
Via
Benzinga
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Exposures
Intellectual Property
Intel Capital's China Play A Concern For Washington: FT
July 17, 2024
Intel Capital, the venture arm of Intel Corp (NASDAQ ), remains a key foreign investor in Chinese AI and semiconductor startups. Amid significant funding from Washington, Intel Capital continues to...
Via
Benzinga
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Chip Maker Intel Aims For $1B In Software Revenue By 2027
July 12, 2024
Intel Corp (NASDAQ ) is set to reach $1 billion in software revenue by 2027, according to CTO Greg Lavender. Since 2021, when Lavender joined from VMware, Intel's software revenue has surpassed $100...
Via
Benzinga
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Intel Invests In Israeli AI Construction Startup Buildots - What's On The Cards?
July 11, 2024
Buildots, an Israeli AI construction software firm, announced a $15 million investment led by Intel Inc's Intel Capital, with participation from OG Tech Partners and previous investors.
Via
Benzinga
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Artificial Intelligence
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As Nvidia’s Market Cap Went From $2 Trillion To $3 Trillion, What Happened With The ETF Exposures?
June 29, 2024
Nvidia recently reached a new milestone, surpassing $3 trillion in market capitalization. There are six ETFs with more than 10% exposure to Nvidia and more than $100 million of AUM: BOTZ, CHAT, SOXX,...
Via
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ETFs
What's Going On With Taiwan Semi Stock On Tuesday?
June 25, 2024
TSMC expands operations to meet growing demand in AI, 5G, server & data center markets. Acter Group accelerates overseas expansion, prioritizing Asia & Japan. TSM stock up 68% in 1 year.
Via
Benzinga
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Artificial Intelligence
Exposures
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Amazon To Invest Billions In Taiwan Cloud Infrastructure, Expanding AWS Presence In Asia
June 12, 2024
Amazon.com disclosed its plan to invest billions of dollars in Taiwan over the next 15 years. The investment aims to establish data centers, further expanding the company's global footprint in Asia to...
Via
Benzinga
Taiwan Semi Outperforms China's Top Chipmaker Amid Tech Challenges
June 11, 2024
Taiwan Semiconductor (TSM) outperforms China's SMIC this year, showcasing China's challenges in advancing its chip industry due to US restrictions.
Via
Benzinga
Chipmaker Intel Pauses Construction Of $25B Chip Plant In Israel: Report
June 11, 2024
Intel has reportedly paused its plans to build a $25-billion semiconductor facility in Israel, citing the need for flexibility in project timelines and management strategies due to evolving business...
Via
Benzinga
Taiwan Semi Rides AI Wave, Reports $7.1B Revenue In May
June 07, 2024
World's largest contract chipmaker, TSMC, saw 30% sales increase in May due to high demand for AI and recovering consumer electronics. Nvidia and Google drive AI unicorn growth.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
What's Going On With Taiwan Semiconductor Stock On Thursday?
June 06, 2024
Taiwan Semiconductor Manufacturing Co's shares rise to record high due to global AI frenzy. Plans for acquisition and expansion, strong demand for services.
Via
Benzinga
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Artificial Intelligence
Exposures
Artificial Intelligence
Intel Targets China Export Market - What Investors Should Know
June 04, 2024
Intel aims to maximize chip exports to China, but warns US export controls could prompt China to develop its own semiconductors.
Via
Benzinga
Qualcomm Promises New Chips Will Power Unprecedented PC Battery Life
June 03, 2024
Qualcomm is supplying the semiconductors for Microsoft Corp's latest Copilot+ PCs, which incorporate advanced AI features.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Taiwan Semi Supplier Applied Materials Under Scrutiny, Gets Subpoenas For Potential Violation Of Export Restrictions to China
May 24, 2024
US-China tensions rise as Applied Materials receives subpoenas for info on China shipments. TSMC also subpoenaed. Analysts see long-term growth.
Via
Benzinga
Topics
Law Enforcement
Supply Chain
Exposures
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Supply Chain
Intel In Advanced Talks With Apollo For $11B Ireland Plant Partnership: Report
May 13, 2024
Intel reportedly edges closer to a groundbreaking deal with Apollo Global Management for an $11 billion investment in a new chip plant in Ireland. Exclusive negotiations signal imminent progress,...
Via
Benzinga
Intel Eyes Q2 Revenue Below Guidance Midpoint, Hit By US Ban On Huawei: Details
May 08, 2024
U.S. chip export restrictions slightly impact Intel's forecast. The move signals broader market unease over semiconductor supply chains and escalating tensions with Huawei.
Via
Benzinga
Microchip Technology's Path To Recovery: Analyst Sees Steady Margins With Ongoing Inventory Management
April 29, 2024
Neutral rating reiterated for Microchip Technology Inc with $80 price target. Analyst sees potential for a macro recovery in second half of year.
Via
Benzinga
Qualcomm Poised for Growth in AI Smartphones and Automotive Sectors Amid Expanding Market Presence: Analyst
April 23, 2024
Analyst initiated coverage on Qualcomm (QCOM) with Buy rating and $200 price target. Positioned to lead in AI and new markets, expects strong growth.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Intel To Provide AI Services At Olympic And Paralympic Games - Eyes On 8K Live Streaming, Accessibility For Visually Impaired & More
April 17, 2024
Intel unveils plans to provide AI services at the Olympic and Paralympic Games, focusing on 8K live streaming and accessibility innovations.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
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