semiconductor

Nvidia could become first $10 trillion company within three years if it sustains AI growth, requiring $600B revenue and $333B net income based on analyst projections.

Nvidia faces intensifying competition from Amazon and Google's custom AI chips, though analysts remain bullish on its long-term dominance given market expansion.

U.S. trade body rules against Innoscience in patent dispute, ordering import and sales bans on gallium nitride products. Decision faces 60-day presidential review.

Microchip Technology announces 45.5-cent quarterly dividend, reflecting 23+ years of consistent shareholder returns and confidence in cash generation.

Goldman Sachs raises Nvidia estimates 12%, sees $1T AI revenue target as conservative. Q1 projection hits $80B, above consensus.

Jim Cramer compares AMD to Secretariat, backing the chipmaker as an AI market winner that can gain share from Nvidia despite recent downgrade.

Alpha & Omega Semiconductor shares fell 26.88% despite beating Q3 earnings, as gross margins compressed to 21.1% GAAP, signaling profitability challenges amid revenue growth.

Qualcomm shifts focus from smartphones to AI data centers and inference accelerators, gaining hyperscaler interest while trading at attractive 19x earnings valuation.

Himax declares 25.2-cent dividend per ADS, paying out 100% of prior-year profits. CEO emphasizes healthy balance sheet and manufacturing strength.

Himax Technologies announces fiscal 2025 cash dividend of 25.2 cents per ADS with 100% payout ratio, reflecting confidence in cash flow generation.

Poet Technologies stock dropped 70% from highs following Marvell confidentiality dispute. Unprofitable startup offers AI data center promise but faces execution risks.

SanDisk surges on Q3 results and $42B in multi-year customer supply deals, signaling strong AI-driven memory demand with 80%+ gross margins.

AMD stock surged 20% on strong Q1 2026 earnings, challenging Nvidia's market dominance and sparking investor debate over profit-taking versus accumulation opportunities.

IEEE honors Ambarella's Dr. Fermi Wang with inaugural 2026 Arun N. Netravali Award for transformative contributions to video technology and AI systems.

$ON reported robust Q1 earnings with 4.1% revenue growth and 30% sequential data center demand surge, but stock fell 5% in sell-the-news reaction. Analysts see buying opportunity.

Monolithic Power Systems surged 70% in 2026, beating NVIDIA and Broadcom. Q1 revenue reached $804M (+26% YOY); Q2 guidance of $900M far exceeded expectations.

Rockwell Automation ($ROK) surged 8.89% after raising full-year guidance to $12.50–$13.10 EPS and $9.345–$9.701 billion sales on strong Q2 results.

Intel stock fell 3.94% after surging 166% year-to-date, raising questions about whether AI PC momentum and new leadership can sustain the rally.

ON Semiconductor beat Q1 earnings and revenue estimates, with AI data center revenue doubling YoY, but stock fell 4.41% on modest Q2 guidance signaling potential growth deceleration.

Broadcom projects $100B AI revenue by 2027, but elevated 80.6 P/E valuation leaves minimal room for execution error as competition intensifies.