MarketPulse

chip design

12 articles
GlobeNewswire Inc.GlobeNewswire Inc.··Prism Marketview

PRISM MarketView Launches Index Tracking Emerging Semiconductor Innovators

PRISM MarketView debuts emerging semiconductors index tracking four innovative chip companies amid growing AI and data center demand.
AAOIMRAMQUIKINTTdata centersAI infrastructure
Investing.comInvesting.com··Leo Miller

Broadcom Hits $2T Valuation as Google's Dual-Chip AI Strategy Validates Hyperscaler Demand

Broadcom reaches $2 trillion market cap after Google unveils eighth-generation TPU with dual chips for AI training and inference, validating CEO predictions.
METAGOOGGOOGLAVGOAI chipssemiconductor
The Motley FoolThe Motley Fool··Jeremy Bowman

Arm Holdings Retreats After 50% Rally as Profit-Taking Pressure Mounts

$ARM retreated after surging 50% in three weeks as investors took profits. Despite stretched P/E of 130, long-term AI demand and $25B revenue target support growth thesis.
AMDINTCARMagentic AIvaluation
The Motley FoolThe Motley Fool··Harsh Chauhan

TSMC Emerges as Ultimate Pick-and-Shovel Play as AI Chip Demand Surges

TSMC emerges as the ultimate AI infrastructure play, controlling 72% foundry market share with 40%+ earnings growth expected through 2026.
NVDAAMDAAPLTSMAVGO+2earnings growthmarket share
The Motley FoolThe Motley Fool··Adria Cimino

TSMC's AI Boom Signals Strong Demand Ahead for Nvidia

TSMC's record profits and AI demand commentary signal sustained strong momentum for Nvidia in coming quarters, validating expanded GPU market opportunity.
NVDAAMDTSMAVGOAI chipsagentic AI
Investing.comInvesting.com··Jeffrey Neal Johnson

Intel Surges on $25B Terafab AI Deal, Signals Foundry Strategy Vindication

Intel surges 4% after securing $25 billion Terafab AI chip partnership with SpaceX, Tesla, and xAI, validating foundry strategy and reversing negative sentiment.
AMZNGOOGGOOGLTSMTSLA+1institutional investmentAI chip manufacturing
The Motley FoolThe Motley Fool··Keith Noonan

Arm Holdings Surges 10.46% on Geopolitical Relief and AI Chip Ambitions

Arm Holdings surged 10.46% on March 31 amid geopolitical relief and investor optimism over its new in-house AI chip designs, extending year-to-date gains to 38%.
ARMsemiconductorstock surge
The Motley FoolThe Motley Fool··James Hires

Custom AI Chips Poised to Dethrone GPUs as Trillion-Dollar Opportunity

Major AI firms abandon Nvidia GPUs for custom chips. Broadcom and TSMC positioned to capture $1 trillion opportunity as industry adopts specialized silicon.
NVDAGOOGGOOGLTSMAVGOsemiconductor industrycustom AI chips
GlobeNewswire Inc.GlobeNewswire Inc.··Informa Markets Manufacturing

DesignCon 2026 Draws Record Crowds as AI Infrastructure Boom Reshapes Chip Design

DesignCon 2026 concludes with record attendance, highlighting AI infrastructure's centrality to chip design. Global high-speed communications market projected at $975 billion by 2026.
MRVLKEYSAPHCDNSAI infrastructuresemiconductor
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Arm Makes Historic Entry Into AI Silicon With New AGI CPU, Lands Meta, OpenAI as Partners

Arm Holdings launches its first physical AI chip, the AGI CPU, with twice the efficiency of x86 rivals. Meta, OpenAI, and Cloudflare are among inaugural customers.
NVDAMETAMSFTAMZNGOOG+7AI infrastructuresemiconductor
The Motley FoolThe Motley Fool··Eric Volkman

Arm Holdings Surges on AI Chiplet Ambitions Ahead of Product Reveal

Arm Holdings stock rises 3% ahead of March 24 product event as Morgan Stanley predicts AI chiplet announcement targeting cloud computing customers.
MSFTAMZNARMcloud computingmorgan-stanley
The Motley FoolThe Motley Fool··Adria Cimino

TSMC Positioned as Major Beneficiary of $660B AI Capex Supercycle

Tech giants pledge $660B in AI capex this year. TSMC positioned to capture disproportionate value as universal chip manufacturer serving all major designers.
NVDAAMDMETAMSFTAMZN+3data centerscapital expenditure