Tag: SPDR S&P Semiconductors
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Qualcomm to raise prices during memory crunch as chipmaker issues light earnings guidance
“Cost went up, prices are going to go up,” Qualcomm CEO Cristiano Amon said in an interview.
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China’s reported chip breakthrough comes with some big caveats
China is reportedly producing a key chip tool in a market dominated by ASML. But analysts questioned China’s ability to compete with the Dutch giant.
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Intel reported a huge earnings beat. Analysts are on the fence regarding the chipmaker
By and large, analysts kept their ratings on Intel intact after a massive second-quarter earnings beat. Here’s what analysts are saying about the stock now.
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Trump’s push for American-made AI chips hits TSMC’s margins
The Taiwan-based chipmaker has announced $200 billion in investment into U.S. manufacturing since Trump returned to power in 2025.
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Chip stocks just had their worst week in over a year. Is now the time to buy?
There’s a lot of ‘gas left in the tank’ as capex trends and chip bottlenecks persist, Mizuho’s Vijay Rakesh said.
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TSMC is accelerating Arizona factory buildout to capitalize on AI ‘megatrend,’ CFO says
Speaking in an exclusive interview with CNBC, TSMC’s Wendell Huang said the fresh investment comes on the back of robust customer demand.
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We’re buying more of Jim Cramer’s favorite chip stock for the second time this week
We also added to our position on Monday.
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This AI chipmaker is a double in three months. UBS sees more momentum ahead
Advanced Micro Devices is likely to appreciate further as its semiconductor chip businesses expand and attracts more customers, according to UBS.
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ASML hikes sales forecast for second time this year on strong AI chip demand
ASML on Wednesday raised its guidance for a second time this year as its customers continue to ramp up their production capacity of AI chips.
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TSMC, the world’s largest contract chipmaker, reports 68% surge in June revenue
Ahead of its second-quarter earnings, TSMC reported its June and first-half revenue for 2026.
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