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AI chip manufacturing

2 articles
The Motley FoolThe Motley Fool··Eric Trie

Penn Capital Adds $17.2M Stake in ACMR as Semiconductor Gear Maker Navigates Export Risks

Penn Capital invested $17.2M in semiconductor equipment maker ACM Research, which surged 171.5% yearly. Growth faces headwinds from U.S. export controls limiting Chinese sales.
ACMRsemiconductor equipmentAI chip manufacturing
The Motley FoolThe Motley Fool··Dan Caplinger

Intel Stock Rally Outpaces CEO's Restructuring Timeline, Raising Valuation Concerns

Intel's stock rally outpaces restructuring progress; foundry losses and stretched valuation at 50x 2027 earnings raise concerns about execution risks.
NVDAAMDINTCstock valuationoperating losses