Semiconductors
Micron’s $20 Billion Balancing Act: Can HBM4 Outrun the Memory Market’s Boom-Bust Cycle?
The memory chip industry has long been condemned to boom-bust cycles, but Micron Technology finds itself rewriting that narrative in...
Penguin Solutions: AI Partnership and CFO Departure Stir Market Volatility
Penguin Solutions delivered a split-screen message to investors on Tuesday. The company officially became an NVIDIA AI Factory Specialized Partner,...
Downgrade Triggers Sharp Pullback in Western Digital’s AI-Fueled Surge
Western Digital’s torrid run hit a sudden roadblock on Tuesday after Fox Advisors lowered its rating on the stock, sparking...
Antitrust Gridlock Hits Ams Osram: Shares Slide 6.4% as Infineon Deal Stalls — Debt Refinancing Progress Softens the Blow
The rally that lifted Ams Osram’s stock more than 130% since January hit a pothole on Thursday as the company’s...
Nvidia’s Vera Rubin Launch Arrives as Sovereign AI Revenue Triples to $30 Billion
For a company that built its dominance on hyperscaler demand, Nvidia’s next chapter is looking decidedly more geopolitical. Sovereign artificial...
When Governments Become Nvidia’s Biggest Buyers
The narrative around Nvidia has shifted from hyperscaler dominance to a quieter but potentially more durable source of demand: the...
Intel’s Advanced Packaging Pivot: Why 10-15% of a Bottleneck Market May Be the Real Story
Intel’s extraordinary rally gathered pace on Monday as the chipmaker punched through to new highs, propelled by a deepening conviction...
STMicroelectronics: Rally Runs Into Dividends, Dilution, and Deteriorating Cash Flow
A 189% surge since January has turned STMicroelectronics into one of the hottest names in the semiconductor space. But beneath...
Cerebras Faces Its First Earnings Test: A $24.6 Billion Backlog Meets a 95x Price Tag
The chipmaker Cerebras Systems steps into the earnings spotlight on Tuesday with its first quarterly report since going public —...
Cerebras Showcases Its 50-Times-Larger Chip in Singapore as First Earnings Test Approaches
On a conference stage in Singapore, Cerebras Systems chief strategist Andy Hock held up the company’s Wafer Scale Engine —...
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