semiconductors News — What Changed Today
Curated semiconductors coverage from trusted open-web sources with AI summaries.
Latest on semiconductors
Two reasons why Nvidia’s stock saw its biggest weekly surge in more than a year
HeadlineFlip summary: Nvidia's stock experienced its largest weekly surge in over a year, marked by a significant increase in market capitalization, driven by two key factors.
SpaceX’s Terafab will rely on natural gas power plants, not Tesla solar panels
HeadlineFlip summary: SpaceX's new semiconductor fabrication plant in Texas will be powered by natural gas plants, a decision that diverges from potential reliance on Tesla's solar panel technology.
How S&P 500 options action may help explain volatility in memory stocks
HeadlineFlip summary: Options activity in the S&P 500, particularly bullish derivative bets, may be contributing to price swings observed in memory chip stocks, according to market analysis.
SK Hynix to invest $38 billion building new memory chip plants as demand soars
HeadlineFlip summary: SK Hynix plans to invest $38 billion in new memory chip plants due to soaring demand and surging prices caused by short supply. Investors are closely monitoring the market.
AMD acquires startup Taalas to boost inference perf by etching models in silicon
HeadlineFlip summary: AMD has acquired Taalas, a startup focused on etching AI models into silicon, aiming to significantly enhance inference performance. The acquisition is expected to bolster AMD's AI capabilities.
AMD buys chip startup that hardwires AI models into its silicon
HeadlineFlip summary: AMD has acquired Taalas, a chip startup specializing in hardware acceleration for AI models. Taalas' current chip can run a small version of Meta's Llama 3.1, with plans for more advanced models.
Micron’s stock claws back to buck the memory-chip selloff
HeadlineFlip summary: Micron's stock recovered from earlier losses, contrasting with declines in Sandisk and Western Digital shares amidst a broader memory-chip selloff.
Tesla and SpaceX will invest $16.8B to start building ‘Terafab’ chip factory in Texas
HeadlineFlip summary: Tesla and SpaceX will build a $16.8 billion chip factory, dubbed ‘Terafab,’ in Texas, north of Houston, following months of speculation.
SoftBank earnings exceed expectations, even without an OpenAI boost. This U.S. chip company saved the day.
HeadlineFlip summary: SoftBank's earnings surpassed forecasts, driven by a profitable investment in U.S. chipmaker Intel, despite no contribution from its OpenAI stake.
Flash crash briefly fells SK Hynix while SocGen strategist says Korean shakeout is nearly done
HeadlineFlip summary: SK Hynix shares experienced a significant 30% drop in premarket trading before recovering most of the losses. A SocGen strategist believes the Korean market shakeout is nearing its end.
We're adding to our position in a chipmaker as the AI trade regains its footing
HeadlineFlip summary: An investor is increasing their stake in a chipmaker, noting the stock's recovery after a recent earnings report, as the AI sector shows renewed strength.
Elon Musk addresses memory-chip stock concerns with one simple observation
HeadlineFlip summary: Elon Musk's comments during a SpaceX earnings call may ease worries regarding AI capital expenditure and the potential for semiconductor stock oversupply.
AMD plummets 8% in premarket trading despite beating expectations
HeadlineFlip summary: AMD's stock dropped 8% in premarket trading even after exceeding earnings expectations. The company has significantly benefited from the AI boom, with its stock up 132% in 2026.
Gallium: Why the US Cannot Produce Precision Missiles and Fully-Functional F-35s
HeadlineFlip summary: The article discusses the US's reliance on China for gallium, a critical component for precision missiles and F-35 fighter jets, and the potential implications of this dependency.
AMD’s datacenter business is booming while gaming takes a backseat
HeadlineFlip summary: AMD's datacenter revenue surged 107% year-over-year to $6.7 billion, driven by AI demand. Conversely, gaming revenue dropped 31% to $779 million due to price hikes and shortages affecting consoles and the Steam Deck.
AMD's revenue climbs 50% and data center sales doubled, but the stock is down
HeadlineFlip summary: AMD reported a 50% revenue increase, with data center sales doubling year-over-year, driven by a 107% surge in its Data Center unit. Despite strong growth, the stock experienced a decline.
AMD earnings are a key test for chips and momentum stocks. Here's what the options market is saying
HeadlineFlip summary: AMD's upcoming earnings report is a crucial indicator for chip stocks and momentum investing, with market participants observing a disconnect between expected positive results and recent stock performance.
Micron’s stock sees choppy trading as China fears loom large
HeadlineFlip summary: Micron's stock experienced volatile trading following news of CXMT's expansion plans. Initial investor concerns led to losses, but shares later recovered, erasing intraday declines.
AMD has two big engines roaring as it heads into earnings
HeadlineFlip summary: AMD is experiencing strong server demand and anticipation for its new rack-scale offering as it approaches its earnings report.
Did China build a top-tier AI model by itself? A new report suggests Nvidia chips played a role.
HeadlineFlip summary: A report suggests Nvidia chips were crucial for a top-tier Chinese AI model, with Alibaba's Moonshot reportedly using Nvidia H200s. Alibaba denies this.
Micron’s stock falls after Apple’s Tim Cook expresses a desire for more memory suppliers
HeadlineFlip summary: Micron's stock declined following comments from Apple's Tim Cook indicating a desire for additional memory suppliers, as both Apple and Amazon face challenges due to elevated memory prices.
South Korea’s chip giants just logged their biggest rally ever. What it means for the global AI trade.
HeadlineFlip summary: South Korean chip companies experienced their largest rally ever, boosting the Kospi index to its best day. This surge in tech giants has implications for the global AI trade.
CXMT's blockbuster debut in Shanghai sets stage for next test against global memory giants
HeadlineFlip summary: CXMT's successful Shanghai debut positions it to challenge major global memory chip manufacturers. The company's performance indicates a significant step in its competitive strategy.
SK Hynix shares surge 25%, while Samsung soars over 20% as AI rally roars back
HeadlineFlip summary: SK Hynix and Samsung Electronics shares surged over 20% on Friday, mirroring a strong rebound in U.S. technology stocks, driven by the ongoing AI rally.
AMD and Micron surge, Lam Research climbs 17% as chip stocks rip higher
HeadlineFlip summary: Semiconductor stocks, including AMD, Micron, and Lam Research, experienced a significant surge following strong earnings reports from Lam Research, Microsoft, and Arm.
Micron, Sandisk and other chip stocks get major boosts in the wake of Microsoft’s earnings
HeadlineFlip summary: Chip stocks like Micron and Sandisk saw significant gains following Microsoft's earnings report. An analyst noted Microsoft's heavy AI investment alongside a financially responsible strategy.
Samsung delivers record-setting profits, but the shares still can’t catch a break from investors.
HeadlineFlip summary: Samsung achieved record profits despite supply constraints and high demand for memory chips. However, investor skepticism persists regarding the AI boom's duration and competition from China.
Qualcomm is raising phone chip prices starting September 1st
HeadlineFlip summary: Qualcomm will increase prices for its phone processors starting September 1st, according to CEO Cristiano Amon. This announcement comes as the company reported a 20 percent revenue drop in its handset business.
Qualcomm’s stock falls as memory woes weigh on earnings
HeadlineFlip summary: Qualcomm's stock declined due to memory-related issues impacting its earnings, causing the chip company to miss its profit expectations.