MarketPulse

foundry services

7 articles
BenzingaBenzinga··Sweta Killa

Apple Explores Intel, Samsung Chip Deals to Break Free From TSMC's Dominance

Apple holds early-stage talks with Intel and Samsung to diversify chip manufacturing away from TSMC, citing supply chain vulnerabilities that impacted iPhone sales.
AAPLTSMINTCfoundry serviceschip manufacturing
BenzingaBenzinga··Lekha Gupta

Tower Semiconductor Surges on Defense Chip Win, Targets Secure Foundry Market

Tower Semiconductor rises 4.22% after announcing high-performance radar chip production for U.S. defense with Axiro Semiconductor, ramping to volume at domestic facilities.
TSEMPSIsatellite communicationsfoundry services
The Motley FoolThe Motley Fool··Adria Cimino

Tech Giants' AI Chip Designs Fuel TSMC's Dominance in Booming Semiconductor Market

Amazon, Meta, and Anthropic designing custom AI chips drives demand for TSMC, which captures 72% foundry market share with record 35% revenue growth.
NVDAMETAAMZNTSMAI chipsearnings growth
BenzingaBenzinga··Piero Cingari

Intel's 47% April Rally Masks Valuation Red Flags Ahead of Earnings

Intel surged 47% in April on Terafab and AWS partnerships, but now trades at 125x forward earnings with analyst targets 23% below current prices.
PLTRTSLAINTCAI infrastructurevaluation concerns
The Motley FoolThe Motley Fool··James Hires

Software Rewrite Wave Opens Door for AI Hardware Play

Microsoft CEO signals AI-driven code rewriting trend. Taiwan Semiconductor Manufacturing positioned as premier pick-and-shovel play with 72% foundry market share.
NVDAAMDMSFTAAPLTSMartificial intelligencedata center hardware
BenzingaBenzinga··Prnewswire

Quantum Computing Inc. Posts 219% Revenue Jump on Fab Operations, Raises $750M

$QUBT reports Q4 2025 revenues of $198K, up 219% YoY. Company raised $750M, acquired Luminar Semiconductor for $110M, narrowing net loss significantly.
QUBTPOETfinancial resultsquantum computing
The Motley FoolThe Motley Fool··Dan Caplinger

TSM's AI Chip Leadership Drives Record Financial Performance

TSM reports record financial performance driven by AI chip demand, with revenue up 350% and gross margins near 60%. AI chips now represent 58% of revenue.
TSMAI chipsrevenue growth