Semiconductor
Results Deep Dive - Intel's Big Quarter: Real Comeback, or Just Better Timing?
Intel’s Q2 numbers support the case that inference and agentic AI are broadening the CPU growth cycle. The harder question is whether Intel is winning it.
Results Review - Intel 2Q2026 significantly beat expectations
Intel’s stock jumps as chipmaker rides AI boom to fastest revenue growth in almost 15 years.
Breaking News - Nvidia, Amkor strike $1.5 billion chip packaging deal (July 23, 2026)
Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure. $1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity.
Market Rumor - SK hynix's in talks to buy Intel’s Ohio Semiconductor Plant for U.S. memory production
SK hynix is negotiating to acquire Intel’s massive semiconductor campus in New Albany, Ohio, with plans to begin front-end memory chip production there within five years.
Market Rumor - China Broadens Market Rescue With Record Inflows Into Tech ETF
China is stepping up efforts to stabilize its stock market, mobilizing a range of state-linked institutions to stem a tech-driven selloff.
Market Rumor - AMD Stock Rises Overnight: Is Anthropic A New Customer? - July 20, 2026
A code file by Anush Elangovan, a vice president of AI software at AMD, reportedly listed Anthropic as a "customer."
Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027
As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.
Big Tech Faces Growing Pressure to Justify Its AI Spending
After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.
Market Rumor - US seeks share of Korean chipmakers' 'excess profits'
The U.S. is seeking a share in Korean semiconductor companies’ enormous profits from the global artificial intelligence (AI) chip boom, citing strong U.S. demand for Korean chips, according to an industry source.
Silicon Bakery - Memory Chips: Peak Cycle, or Just Peak Acceleration?
AI demand is keeping memory chips scarce and prices high. But with expectations already sky-high, the next leg of the trade may be much harder.
EM Stocks Headed For Weekly Loss on Tech Selloff, Rising Crude
Bloomberg: July 17, 2026, Emerging-market equities fell for a second day and are headed for a weekly decline as concerns over stretched AI valuations dragged technology shares lower, triggering a selloff across Asia.
Results Review - TSMC 2Q2026 Profit Jumps as AI Boom Funds Costly Shift to N2
TSMC delivered a notably strong second quarter in 2026, combining rapid revenue growth, record-level profitability and the first meaningful contribution from its 2-nanometer, or N2, technology.
