semiconductor

AMD positioned as top Nasdaq performer in 2026 with 60%+ data center growth and MI450 GPU launch driving 60% earnings growth versus market's 18%.

STMicroelectronics to host May 4 investor webcast detailing its Low Earth Orbit semiconductor strategy, led by senior executive overseeing microcontrollers and RF products.

German photonic computing startup Q.ANT opens U.S. headquarters in Austin, appoints veteran CTO, and plans to localize manufacturing while scaling operations with 30x energy efficiency gains.

Qualcomm trades at attractive valuations before major investor update, though near-term growth expectations remain muted for the semiconductor giant.

Micron Technology jumped 8.5% to $487.57 on April 22, 2026, extending a six-month rally exceeding 145% amid robust AI-driven memory chip demand and Iran ceasefire developments.

Lam Research posts record Q3 revenue of $5.84B and guides Q4 above expectations, signaling sustained AI chip demand strength.

$MU jumps 8% on U.S.-Iran ceasefire extension and MATCH Act advocacy to restrict China chip equipment sales.

Shanghai-listed chip designer Amlogic refiled Hong Kong IPO application, seeking to capitalize on AI-driven semiconductor demand despite cash flow deterioration.

Aeluma receives NASA award for quantum dot laser platform targeting AI data center interconnects, accelerating commercialization of high-power, low-noise laser technology.

AI chipmaker Cerebras files for Nasdaq IPO under $CBRS, boasting $510M 2025 revenue and major tech partnerships amid intense competition with $NVDA.

Alphabet emerges as the best AI buy with 31x P/E versus Nvidia at 41x and Palantir above 200x, driven by Google Cloud's 48% growth and diversified revenue. However, $175-185B annual CapEx plans pose near-term free cash flow risks.

POET Technologies stock jumped 18.32% after addressing short-seller claims and clarifying PFIC tax status, though commercialization risks persist.

Cerebras Systems, an AI chipmaking startup, files for Nasdaq IPO targeting mid-May 2026, posting $510M revenue and 76% YoY growth despite $146M operating loss and concentration risk.

Analysts maintain bullish stance on $NVDA with 33% upside potential, projecting $8 trillion market cap by fiscal 2028 as Blackwell and data center products drive growth.

Micron surges 150% in six months amid chip shortage, while Nvidia leads long-term with 1,240% gains since 2023. Both essential to AI infrastructure.

Qualcomm posts record Q1 earnings but stock languishes at 15x forward PE, well below semiconductor peers, as Apple modem transition and inventory corrections weigh on investor sentiment.

Texas Instruments declares $1.42 per share Q2 2026 dividend, payable May 19 to shareholders of record May 5.

Nvidia ($NVDA) achieves unprecedented 11-day winning streak in 26-year history, approaching all-time highs on record $68B quarterly revenue and $1T Blackwell chip sales projection.

Intel's server CPU production investment signals robust demand benefiting both Intel and AMD amid sustained AI infrastructure buildout and enterprise spending.

Micron shares fell 3.5% on April 15, 2026, as ASML's earnings beat failed to impress with forward guidance, while China export restrictions weighed on semiconductor sector.