#semiconductors

Elon Musk's Terafab project appears to be advancing: Bloomberg reports his team has contacted key chip‑equipment suppliers as it pursues large‑scale in‑house production of advanced semiconductors, aim...

Elon Musk is reportedly advancing a major new chip-manufacturing initiative. Bloomberg says Musk’s team has contacted key equipment suppliers for a project called Terafab, suggesting plans to move tow...

Equity markets posted modest gains as investors rotated back into semiconductor stocks, while oil prices remain elevated. Market breadth was subdued and sector rotation continued to favor chipmakers a...

TSMC said it has raised its revenue outlook, signaling that demand for AI chips remains resilient despite potential economic fallout from the conflict in the Middle East. The company’s upgraded guidan...

Aixtron shares jumped to a 25‑year high on April 15, 2026 after the German semiconductor‑equipment maker issued an improved outlook, driving renewed investor interest. The move marked a strong market...

Samsung Electronics delivered a Q1 operating profit roughly eight times higher year‑on‑year and reported that the quarter’s operating profit exceeded the whole of last year’s operating profit, reflect...

Taiwan Semiconductor Manufacturing Company (TSMC) reported record Q1 revenue, rising 35% year‑on‑year to TWD 1.13 trillion (over CZK 742 billion), driven largely by strong demand for AI‑related chips...

Taiwan Semiconductor Manufacturing Co. (TSMC) posted record first-quarter revenue, driven by strong demand for AI-related chips. The company said Q1 sales rose 35% year‑on‑year to more than TWD 1.13 t...

Artemis II Home, Hormuz Cracking, AU Diesel Record, Apr 9 🌕 The Artemis II crew is returning to Earth with lunar samples and data after their mission, with splashdown expected Saturday, describing th...

Naphtha is one of those invisible inputs most people never think about until everything built on it starts getting hit. A supply shock in the Strait of Hormuz has pushed naphtha prices sharply higher,...

Bloomberg Intelligence on April 2, 2026, published a global pick of ten companies it says have the greatest potential to surprise in Q2, driven by near‑term catalysts that could validate each firm’s i...

Memory chip stocks are pulling back after a recent rapid rally, a correction that accelerated on Thursday, 26 March 2026, when Google published a study showing its TurboQuant method can reduce the mem...

Micron posted strong revenue and profit growth driven by extreme demand for memory used in AI applications, but shares fell after management signaled the need for substantially higher capital expendit...

Earnings watch: Micron reports shortly. Memory supply remains a bottleneck for AI capacity build-out, supporting demand for chips. Given strong underlying demand, results are highly anticipated; SK Hy...

Broadcom reported margins that now outshine even Nvidia, removing market doubts about its future profitability. The stock rose about 6% on the news, reflecting a swift investor reaction to the company...

Nvidia was the main driver of U.S. markets on Feb. 26, 2026, after the chipmaker reported quarterly revenue and profit above expectations for the three months ended Jan. 31 and issued a quarterly reve...

#Memory market impact: a sharp rise in memory chip prices has widened performance gaps across the market—chipmakers have benefited while consumer electronics firms face margin pressure. Fund managers...

#TSMC January sales jump: Taiwan Semiconductor Manufacturing Co. (TSMC) posted a 36.8% year-on-year rise in net revenues for January to TWD 401.25 billion, reflecting strong chip demand. #TSMC #Semico...

A sharp rise in memory-chip prices in recent months has created a pronounced split in market performance: semiconductor manufacturers are seeing strong gains while consumer-electronics firms face pres...

Taiwan Semiconductor Manufacturing Co. (TSMC) reported a 36.8% year‑on‑year increase in net sales for January. The rise was announced in company figures released through local sources. Net sales for t...

AI frenzy continues: Bich Tech is stepping up investments in artificial intelligence, but a shortage of chips is constraining capacity. (30.01.2026) Tech giants do not appear likely to curb AI spendin...

European and Asian chip stocks climbed Wednesday after strong quarterly results from ASML and SK Hynix lifted sentiment across the semiconductor sector. Market participants reacted to the companies’ b...

ASML set the tone for the technology sector on Jan 28, 2026, shaping market sentiment among chip‑equipment and broader tech names. The company’s developments influenced investor reactions across techn...

ASML entered 2026 in exceptionally strong shape, reporting a record fourth-quarter order intake of €13.2 billion — nearly double market expectations — and announcing it is considering cutting about 1,...

ASML reported strong results in its latest release, posting robust figures across key metrics, the company said. The Dutch maker of lithography equipment reiterated its leading role in the semiconduct...

Micron Technology said it will invest $24 billion (about CZK 491 billion) to build a new memory-chip fab in Singapore, expanding its global manufacturing capacity and supporting memory supply growth p...

Synopsys CEO Sassine Ghazi told CNBC that the global shortage of memory chips, which has driven prices sharply higher, could persist through 2027. The comment signals an extended supply tightness in t...

On Jan. 27, 2026, Synopsys CEO Sassine Ghazi told CNBC that the global shortage of memory chips is likely to persist through 2027. Ghazi said the supply shortfall has pushed memory-chip prices sharply...

Micron Technology plans to invest $24 billion (about 491 billion CZK) to build a new chip manufacturing facility in Singapore, the company announced on 27 January 2026. The planned investment targets...

Micron says the global shortage of memory chips is "unprecedented" and will last years as demand for high-end semiconductors for AI systems overwhelms industry capacity. Computer and smartphone makers...

Intel said low manufacturing yields and a weak outlook are weighing on its near-term performance, exposing a widening gap between fundamentals and market valuation after a year in which the stock clim...