Intel Corp (INTC)

In 2007, TSMC founder Morris Chang predicted that Intel and Samsung couldn't succeed in the foundry business due to fundamental cultural differences—and nearly two decades later, his foresight is proving accurate as TSMC maintains dominance while its rivals struggle to catch up.

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BofA Securities on Thursday noted two key recently announced AI scale-up interconnect protocols: Nvidia Corp’s (NASDAQ:NVDA) NVLink Fusion and the Advanced Micro Devices, Inc (NA

AMD stock is down nearly 50%, but explosive growth in AI, gaming, and data centers could make it one of 2025's biggest comeback stories.

Autodesk topped consensus estimates for its fiscal first quarter and guided above views for the current period. Autodesk stock jumped.

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ASML Holding invested in high NA machines which cost over $400 million and are in high demand by chipmaking companies worldwide.

One of Intel's latest central processing units for servers landed a spot in Nvidia's DGX B300 AI computer. But Intel stock wavered Thursday.

Analog Devices beat analyst estimates for its fiscal second quarter and with guidance for the current period. ADI stock rose on the news.

Intel's strategic refocus intensifies with potential NEX unit sale discussions and reaffirmed confidence in its foundry's path to future profitability.

Bank of America Securities analyst Vivek Arya maintained a Buy rating on AMD with a price target of $130 on Tuesday.

Qualcomm's entry into the datacenter CPU market may not be enough to move the needle and break this stock out of its trading range.

China has threatened legal action against any individual or organization assisting with or implementing U.S. semiconductor restrictions, escalating tensions in the ongoing tech rivalry between the world's two largest economies.

AMD introduced its latest processors for AI-powered personal computers and workstations at the Computex trade show in Taiwan.

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