Browsing Tag
TSMC
28 posts
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
Intel surges 9% after Trump says Apple agreed to build chips with Intel in America
Intel (INTC) surges 9 percent after Trump says Apple agreed to build chips with Intel in America, though the companies have not confirmed terms. Full analysis.
TSMC is powering the AI boom, so why is Washington suddenly making investors nervous?
Find out how TSMC’s Washington patent fight could affect TSM stock, AI chip demand, export controls, and U.S. semiconductor policy.
Intel (INTC) jumps as Bank of America issues a rare double upgrade and nearly doubles its price target on the foundry story
Intel (INTC) jumps as Bank of America double upgrades to Buy with a $135 target, citing foundry wins and AI server demand. Read the full executive analysis.
Scottish Mortgage (LSE: SMT) delivers 27.4% NAV return as SpaceX nears IPO and AI buildout reshapes the portfolio
Scottish Mortgage returns 27.4% as SpaceX swells past 19% of assets and shares jump to a 52-week high premium, turning SMT into a leveraged bet on one IPO.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Ambiq Micro (NYSE: AMBQ) rips 45% on Q1 beat as edge AI demand outruns guidance
AMBQ just printed 75% Q2 growth guidance into a market modelling 36%. The on-device AI silicon thesis is suddenly the only chip trade that does not need a hyperscaler order.
Plan Optik (ETR: P4O) under retail spotlight as glass wafer thesis tightens around AI packaging shift
Intel and Samsung are pivoting to glass substrates. Plan Optik (ETR: P4O), a 47M EUR German wafer specialist, is the retail bet on the same shift.
Intel (INTC) crushes Q1 2026 earnings forecasts for sixth straight quarter as AI server CPU demand outpaces supply
Intel INTC beats Q1 2026 estimates by the widest margin in years. Revenue up 7%, DCAI surges 22%, 18A on track. Read what it means for Intel Foundry and the CPU race.
Arm Holdings enters silicon production with AGI CPU built for agentic AI data centres
Arm Holdings launches its first-ever data centre CPU, the Arm AGI CPU, targeting agentic AI infrastructure. Meta is the lead partner. Read what this means for the data centre industry.