MarketPulse

chip shortage

4 articles
The Motley FoolThe Motley Fool··Jeremy Bowman

Semiconductor Boom Sends iShares ETF Soaring 40% on AI Tailwinds

SOXX surged 40% in April 2026 as AI demand, strong earnings from $INTC, $TSM, $NXPI, and hyperscaler capex drove semiconductor sector euphoria.
NVDAAMDMETAMUCRWV+5valuationcapital expenditure
The Motley FoolThe Motley Fool··Harsh Chauhan

ASML's Bullish 2026 Outlook Signals Sustained Memory Chip Boom for Micron

ASML raises 2026 revenue guidance to €38B on AI demand, predicts memory shortages. Bullish signal for Micron Technology stock, which gained 60% YTD.
MUTSMASMLrevenue guidanceDRAM
The Motley FoolThe Motley Fool··Jeremy Bowman

AI's Next Frontier: CPU Boom Replaces GPU Dominance as Inference Takes Center Stage

AI inference infrastructure is driving explosive CPU demand, prompting Intel and AMD to raise prices 15% while Arm launches AI CPUs and Nvidia enters the market.
NVDAAMDMETAMUINTC+1agentic AIdata centers
The Motley FoolThe Motley Fool··Geoffrey Seiler

AI Infrastructure Boom Elevates Nvidia, AMD, TSMC as Must-Watch Stocks

Three chip leaders positioned to dominate AI buildout: Nvidia maintains dominance in AI infrastructure, AMD gains traction in CPUs and GPUs, while TSMC controls advanced chip manufacturing.
NVDAAMDTSMagentic AIdata center buildout