Keywords: Semiconductor
ASML is set to report its first quarter 2026 results on April 15, with investors focusing on both financial performance and a major change in disclosure policy. The company said it expects quarterly revenue between 8.2 and 8.9 billion euros, with gross margins of 51 to 53 percent. Analysts estimate revenue......
Aletheia Capital has raised its price target on Taiwan Semiconductor Manufacturing Company to $600 from $500, marking the highest forecast on Wall Street while maintaining a buy rating on the stock. The firm also increased its target for Taipei listed shares to 3,000 TWD, applying forward price to earnings......
SpaceX has begun installing equipment at its advanced semiconductor packaging facility in Texas, marking a key step toward bringing part of its chip production process in-house, according to sources familiar with the project. The facility, located in Bastrop, is expected to focus on packaging radio......
Shares in Arm Holdings fell sharply on Thursday, dropping approximately 5.5 percent from the previous session's close, even as the chip designer was riding a wave of high-profile announcements that had fueled a strong run in recent weeks. The pullback, which brought the stock to around $146 during......
Asia's artificial intelligence ambitions face a significant test as the conflict in Iran drives up energy prices, strains supply chains, and raises production costs across the region's semiconductor industry, even as chip exports reach historic highs. South Korea's semiconductor exports......
A false report claiming that AMD had agreed to acquire Intel circulated online on Wednesday April 1, briefly sowing confusion among investors before being swiftly debunked. The hoax gained traction on Reddit and social media, timed to coincide with April Fools' Day and capitalizing on years of speculation......
Intel and Apollo Global Management have reached a definitive agreement under which Intel will reacquire Apollo's 49% stake in a joint venture tied to Fab 34, the advanced semiconductor facility in Leixlip, Ireland, for $14.2 billion. The deal unwinds a partnership formed in 2024 when Apollo invested......
South Korean exports reached a record $86.13 billion in March as eurozone manufacturing activity hit a 45-month high, with companies worldwide rushing to build up material stockpiles in response to supply chain disruptions caused by the conflict in the Middle East. South Korea's Ministry of Trade,......
Sony Japan announced Friday it is temporarily suspending orders for nearly its entire lineup of SD and CFexpress memory cards, citing a worldwide semiconductor memory shortage that has been pressuring consumer electronics for months. The move makes Sony the first major photography industry company to......
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