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Vanguard's Information Technology ETF (VGT) has amassed $170 billion in assets after generating a 2,300% total return over the past 20 years, significantly outperforming the broader S&P 500 index.
Intel and Sandisk have posted massive stock gains driven by artificial intelligence hardware demand, but contrasting P/E ratios highlight different risks across the semiconductor sector.
Nvidia continues to command the AI hardware infrastructure market as hyperscale data center spending approaches $1.3 trillion next year, backed by strong fiscal 2028 revenue targets.
A global shortage of memory chips linked to artificial intelligence demand is driving up prices for used smartphones and altering the economics of component recovery, according to marketplace data from B-Stock.
Piper Sandler has initiated coverage on Intel with a Neutral rating and a $110 price target, noting that while Agentic AI is expanding data center CPU demand, investors have already priced in significant foundry gains.
The Vanguard U.S. Momentum Factor ETF is beating the S&P 500 in 2026, fueled by quantitative models heavily weighting top technology and semiconductor stocks.
Semiconductor equipment maker Applied Materials is on track to post its first $10 billion quarter during fiscal Q4, driven by sequential sales growth and strong customer demand visibility into 2027.
Chinese AI model developer Z.ai has raised approximately $5 billion through a dual offering of new shares and zero-coupon convertible bonds maturing in 2027.
NEC has ended its physical quantum computer hardware development after nearly 30 years, pivoting toward software applications while engineers transfer to rival Fujitsu.
Broadcom and Micron Technology enter 2026 with strong growth driven by AI hardware demand, though investors face distinct tradeoffs between Broadcom's custom ASIC expansion and Micron's memory market recovery.
Piper Sandler has launched coverage on Nvidia with an overweight rating and a $300 price target, framing the semiconductor giant as the primary beneficiary of the ongoing shift toward artificial intelligence infrastructure.
Shanghai Enflame Technology Co. raised 6.12 billion yuan in an initial public offering, seeing its stock surge 179% on its first day of trading amid heavy retail investor demand.
Positron AI Inc. has secured $875 million in new funding at a $5 billion valuation to develop artificial intelligence inference appliances that swap scarce enterprise high-bandwidth memory for smartphone-grade LPDDR5X components.
Alongside the rollout of its iPhone 18 and foldable iPhone Duo, Apple has increased the base prices of several older iPhone models by $100, citing rising memory and component expenses.
Apple introduced the iPhone 18 Pro and Pro Max alongside a preview of its foldable iPhone Duo at its annual launch event, marking the public keynote debut of new Chief Executive Officer John Ternus.
Researchers at RMIT University have created a working prototype chip that combines light sensing, memory, and data processing on a single architecture, laying potential groundwork for smart bionic eyes and low-energy artificial intelligence systems.
Researchers at the University of Hong Kong and Hewlett Packard Labs have developed a memristor chip that overcomes long-standing capacity limits in brain-inspired associative memory, offering up to 8.8 times higher energy efficiency.
A research team led by Professors Sangyoon Han and Jaesok Yu at DGIST has created a microscopic optical ultrasound receiver integrated on a single silicon chip, enabling non-contact inspection of semiconductors and battery cells.
Samsung Electronics and TSMC have committed to adopting ASML's $400 million high NA EUV lithography machines while joining Intel in an industry-wide transition to 12-inch photomasks.
Qualcomm has issued Amazon warrants worth approximately $4 billion alongside a multi-generational custom silicon agreement for AWS, with vesting tied to milestone achievements and server hardware purchases.
As Nvidia prepares to release its quarterly financial results, industry analysts are closely examining the chipmaker's 74% gross margins and $92 billion revenue projections as a gauge for the broader enterprise artificial intelligence market.
Nvidia’s rapid scaling from $6.9 billion in fiscal 2017 to a projected $411 billion in fiscal 2027 reflects sustained dominance in artificial intelligence chips, even as future stock returns shift toward broader market compounding.
Nvidia sits within 3% of its 52-week high while major AI chip peers trade 18% to 32% lower, presenting stark valuation contrasts across the semiconductor supply chain.
Semiconductor giants ASML and TSMC have seen strong stock gains in 2026 driven by AI hardware demand, but differing growth rates and valuation multiples highlight distinct long-term market risks.
While the S&P 500 pulled back on rate concerns, Sandisk and Micron Technology posted significant gains as capital shifted toward AI storage and memory infrastructure.
Shares of connectivity chipmakers Astera Labs and Marvell Technology posted sharp gains while market heavyweight Nvidia remained largely flat, signaling growing investor appetite for infrastructure hardware that links high-performance AI processors.
Television financial commentator Jim Cramer has outlined a structured buying approach for Applied Materials shares following a significant price retreat, emphasizing dollar-cost averaging in a volatile market for semiconductor capital equipment.
Researchers from MIT and NY Creates have created a scalable manufacturing process to produce flexible and transparent silicon-photonics chips on standard 300-millimeter semiconductor wafers.
Broadcom shares fell 5% in late trading Wednesday after the semiconductor giant issued a fourth-quarter sales forecast that missed Wall Street projections, eclipsing strong profit gains for the period.
At the G20 Innovation Ministerial in Chapel Hill, top executives from OpenAI, Nvidia, Anthropic, and Palantir joined federal cabinet officials to debate AI integration, domestic manufacturing tariffs, and data center expansion.
Outgoing Apple chief executive Tim Cook issued a final memo to employees on Monday, reflecting on his long tenure at the company and passing leadership to incoming CEO John Ternus.
Marvell Technology shares fell more than 10% following its earnings report despite beating consensus estimates, raising questions about whether the chipmaker can meet high fiscal 2028 expectations.
Tesla and SpaceX are set to invest significantly in a new chip manufacturing facility in Texas, aiming to address future computing demands.
A new venture studio, Inevitable AI Group, has raised $6 million in pre-seed funding to develop and launch numerous AI-native software companies.
AI data-center customers are securing long-term supply, leaving consumer-device makers with higher component costs into 2028.
Citadel acquired the bulk of the portfolio, while Leopold Aschenbrenner's fund retained private investments including a reported $5 billion Anthropic stake.
The Silicon Valley startup says autonomous software agents can shorten expensive chip-development cycles, with verification emerging as an early target.
The Santa Clara startup is building chiplet and licensing technology designed to move data faster between AI processors, memory and networking systems.
The chipmaker is bringing a hardware-neutral AI software platform into its edge-to-cloud strategy.
The AI chip startup plans to scale production and customer deployments as it builds specialized hardware for high-volume inference.
The model infrastructure company says annual recurring revenue has passed $1 billion as customers deploy more specialized AI systems.
The chip company is rebuilding and scaling its cloud business after a major licensing and talent agreement with Nvidia.
The semiconductor startup reached a $2 billion valuation and $500 million in total funding as it develops alternatives for connecting AI data centers.
The AI chipmaker nearly doubled its offering price as investors sought another route into compute infrastructure.
The San Francisco startup wants to organize fragmented research and manufacturing data across semiconductors, batteries and advanced materials.
The Santa Clara startup is combining navigation, communications and computing functions in silicon intended for drones and robots.
The Dublin, California semiconductor company plans to commercialize a component that moves power vertically toward high-performance processors.
The semiconductor startup is moving its co-packaged optics technology toward volume production as data centers demand faster, more efficient connections.
