Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector

Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says.
KENS

Taiwanese chipmaker TSMC sees nearly 40% jump in its net profit thanks to the AI boom

HONG KONG(AP) — Taiwan’s leading computer chip maker, TSMC, said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence. Taiwan ...
Hosted on MSN

ASML says first chips made with High-NA machines to arrive in months

ANTWERP, May 19 (Reuters) - ASML expects the first chips made with its next-generation High-NA EUV machines to be delivered within months, Chief Executive Christophe Fouquet said on Tuesday, as the ...
Hosted on MSN

Chinese memory-chip maker YMTC kicks off pre-IPO guidance talks

Leading Chinese memory-chip maker Yangtze Memory Technologies Co. has officially begun its prelisting regulatory review process, taking a major step toward a highly anticipated initial public offering ...
CNBC

Memory chip makers are looking at a 'supercycle' and 'windfall gains.' The stocks jumped 30% in one week

Memory chip makers have been riding a wave of surging demand that's boosted pricing power and profit projections in the historically volatile sector. Rather than a one-time shortage in need of a ...
AOL

Taiwan's AI-powered economy soars in the shadow of bubble fears and China threats

TAIPEI, Taiwan (AP) — In Taipei, real estate agent Jason Sung is betting that home prices around a high-tech industrial park in the northern part of Taiwan's capital will soon take flight – because of ...
The Associated Press

Trump’s planned 100% computer chip tariff sparks confusion among businesses and trading partners

President Donald Trump’s ambiguous plans for 100% tariffs on computer chips that aren’t made in the U.S. are stoking ...
Morningstar

Chip Maker Montage's Shares Surge as AI Infrastructure Buildout Continues

Shares of Chinese AI chip maker Montage Technology soared in Shanghai and Hong Kong amid buoyant sentiment as the global AI infrastructure buildout gathers pace. The advances have come as robust ...
Seeking Alpha

Besi plunges after AI chip makers ponder slowdown in hybrid bonding tech: report

BE Semiconductor's (BESIY) shares plunged more than 15% on Friday morning after a report emerged that artificial intelligence chip makers are considering a slowdown in the adoption of hybrid bonding, ...
Fast Company

Micron and Sandisk stocks are surging again this week: 2 reasons why memory chip makers are on the rise

Yesterday, two of the largest memory makers, Micron Technology and Sandisk, saw their stock prices soar more than 11% in a single trading session. And those gains are small potatoes compared to their ...
Reuters

Nexperia says it is not trying to harm Wingtech shareholders

AMSTERDAM, April 30 (Reuters) - Dutch computer chip maker Nexperia BV said on Thursday it is not seeking to harm its Chinese parent firm Wingtech (600745.SS), opens new tab, following the publication ...