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Latest reporting and analysis tagged with semiconductors.
TSMC's Q4 2025 revenue reached $33.7 billion, beating guidance. The company forecasts nearly 30% revenue growth for 2026 and plans to increase capital expenditure to $52-56 billion.
SEALSQ Corp announced preliminary unaudited revenue of $18 million for fiscal 2025, a 66% year-over-year increase, driven by traditional product demand and a recent acquisition.
TSMC posted a 35% jump in Q4 profit to record levels, beating forecasts, driven by AI chip demand. The company also detailed its U.S. investment plans.
Intel shares closed up 3.02% on Wednesday, with trading volume 60% above average. The company's server CPU capacity for 2026 is nearly sold out, amid AI demand and broader market movements.
TSMC announced a record quarterly profit, forecast strong growth, and detailed plans to expand its US manufacturing capacity, including a fourth Arizona factory.
AMD introduced Ryzen AI Embedded processors on Jan 5 for edge AI applications and expanded its collaboration with HPE on Jan 2 for scalable AI infrastructure.
Nvidia's stock rose slightly as the U.S. authorized H200 chip exports to China, but Chinese officials restricted purchases to select companies. Broader markets declined while semiconductor rivals gained.
Intel shares rose sharply Tuesday after KeyBanc upgraded the stock to Overweight with a $60 price target, citing strong AI server CPU demand and tight supply projections for 2026. Trading volume was significantly above average.
Microchip Technologies stock has risen over 32% in the past year, buoyed by AI and memory trends. The company recently reported strong quarterly earnings and was named a key outperformer by Mizuho for 2026.