Semiconductor Industry Archives

Action·AMD·Apple·Meta·News·NVIDIA·Semiconductor Industry·Taiwan Semiconductor·TSMC·YouTube

Why TSMC Is Poised to Rocket Past a $2 Trillion Valuation

Taiwan Semiconductor Manufacturing Company (TSMC) is a key player in the semiconductor industry, with a 69% stock increase over the last three years and a market value of $980 billion. TSMC is vital for major tech companies, providing advanced fabrication for Nvidia,

2 March 2025

Action·Micron·News·Oil·Release·Semiconductor Industry

Micron Tech: The Semiconductor Giant Firing on All Cylinders Amid Wall Street Tumult

Micron Technology is attracting significant investment interest, with SBI Securities Co. Ltd. acquiring $4.44 million in shares and increased activity from hedge funds. Institutional investors now control 80.84% of Micron’s stock, reflecting confidence in its market resilience and future prospects. Micron reported

2 March 2025

*EN·Broadcom·Intel·News·Semiconductor Industry·YouTube

Is Broadcom the Secret Weapon Your Portfolio Needs for the Tech Boom?

Broadcom is leading advancements in semiconductor and infrastructure software solutions, capitalizing on trends in 5G, AI, and IoT. Its innovation drives digital transformation, especially in 5G technology and AI and IoT expansion. Strategic acquisitions and diversification into infrastructure software strengthen Broadcom’s market

2 March 2025

Action·Amazon·Electric Vehicles·Intel·Micron·Microsoft·News·Semiconductor Industry

Micron’s Wild Ride: How a Semiconductor Giant is Weathering Market Waves

Mitchell Capital Management Co. reduced its stake in Micron Technology by 14.1% during a challenging fourth quarter, holding 48,967 shares valued at $4.1 million. Other investors showed mixed reactions: Stonebrook Private Inc. increased its holding by 4.2%, John G Ullman & Associates

2 March 2025

Action·Advanced Micro Devices·AI Chips·AMD·News·NVIDIA·PC·Semiconductor Industry·YouTube

Why AMD Might Be the Hidden Gem in the Tech World

AMD’s market cap has significantly decreased, making it appear overvalued, but deeper analysis reveals potential value, particularly in its forward P/E of 23, which is the lowest in two years. The semiconductor giant faces challenges in the GPU and AI sectors but

2 March 2025

*TR·Action·AMD·Intel·News·NVIDIA·Semiconductor Industry

The Surprising Upside for AMD: A Chipmakers’ Tale of Redemption?

A storm of growth potential is brewing in the semiconductor industry, with AMD aiming for a significant turnaround. Investors have seen huge gains in many chip stocks, but AMD lags with a 10% decline over three years under CEO Lisa Su’s leadership.

2 March 2025

News·Quantum Computing·Semiconductor Industry

The Quantum Race: SEALSQ Corp’s Bold Financial Gamble for Semiconductor Supremacy

SEALSQ Corp plans to raise $10 million through a registered direct offering, issuing 7,692,308 shares at $1.30 each. Funds will support advancements in post-quantum semiconductor technology, paving the way for enhanced data processing and encryption. The initiative bolsters SEALSQ’s Application-Specific Integrated Circuit

2 March 2025

IBM·Intel·News·Quantum Computing·Semiconductor Industry·VR·YouTube

Revolutionary Quantum Leap: China’s Quantum Computing Breakthrough Could Upend the Semiconductor Industry

China integrates quantum computing with traditional semiconductors, leading to hybrid chips with high speeds and energy efficiency. Hybrid chips could revolutionize fields like artificial intelligence and telecommunications. This innovation emerges amidst global chip shortages, promising to reshape chip manufacturing. The new hybrid

1 March 2025

*EN·Action·Advanced Micro Devices·AMD·Intel·Microsoft·News·NVIDIA·PC·Release·Semiconductor Industry·YouTube

AMD: The Underdog Poised for a Tech Comeback

A $1,000 investment in AMD five years ago would now be nearly $2,200, despite trailing the PHLX Semiconductor Sector index. AMD’s recent stock decline of 41% is linked to its lag in the booming AI chip sector led by Nvidia. The pandemic

1 March 2025

Action·Alphabet·ASML·Google·HP·Intel·Meta·News·Paramount·Release·Semiconductor Industry·Taiwan Semiconductor·YouTube

The AI Investment Boom: Four Stocks to Watch for Future Gains

Artificial intelligence (AI) investments are projected to remain crucial through 2025, urging investors to adjust their portfolios. Key AI facilitator stocks to consider are Alphabet and Meta Platforms, each with robust AI models (Gemini and Llama) driving innovation. Alphabet’s integration of AI

1 March 2025