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(NY: SEMI )

25.12 UNCHANGED
Streaming Delayed Price Updated: 8:00 PM EST, Nov 22, 2024 Add to My Watchlist
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Broadcom Powers Telia's Modernization with VMware, Launches AI-Driven VeloRAIN & More
Broadcom expands partnership with Telia for modernization and transformation of telecom and cloud infrastructure using VMware's product portfolio, including new AI-powered advancements and partner... 
Via Benzinga
Broadcom And T-Systems Boost Alliance To Drive AI, Cyber Resilience, And Cloud Sovereignty
Broadcom expands partnership with T-Systems, achieving top tier status in Broadcom's VMware Cloud Service Provider program. 
Via Benzinga
Topics Artificial Intelligence
Exposures Artificial Intelligence
Taiwan Semiconductor Strengthens Europe's Semiconductor Base
Taiwan Semiconductor builds 12-inch fab in Germany, receives support from both countries. Stock up 104% due to AI demand, expands globally. 
Via Benzinga
Topics Artificial Intelligence
Exposures Artificial Intelligence
What's Going On With Taiwan Semiconductor Stock On Friday?
Taiwan Semiconductor ramps up 2nm tech despite challenges. Price for 2nm wafers to double, highlighting its moat. TSM eyes 2nm chip production in US. 
Via Benzinga
AMD Chief Predicts Custom Chips Will Outperform GPUs, Sees Shift in AI Chip Demand: Report
AMD's Lisa Su shared insight on GPUs with potential for custom chips in AI models. Nvidia leads the premium gaming market while AMD focuses on mainstream and mid-range. 
Via Benzinga
Topics Artificial Intelligence
Exposures Artificial Intelligence
What's Going On With Marvell Stock Tuesday?
Marvell Technologies are trading down today. Introduced Structera line of CXL devices to boost memory performance in general-purpose servers for cloud data centers. 
Via Benzinga
Arm Is A Top Secular Pick Along With Nvidia: Analyst
Rosenblatt analyst reiterates Buy rating on ARM with $180 price target. Stock up on Monday. ARM's IP pervasiveness and potential for Windows PC market growth highlighted at Computex. 
Via Benzinga
STMicroelectronics Stock Gains After EV Deal With Geely Auto - What's Going On?
STMicroelectronics & Geely signed SiC supply deal for electric vehicles, also collaborating on solutions for automotive electronics & new energy vehicles. 
Via Benzinga
Microchip Technology's Path To Recovery: Analyst Sees Steady Margins With Ongoing Inventory Management
Neutral rating reiterated for Microchip Technology Inc with $80 price target. Analyst sees potential for a macro recovery in second half of year. 
Via Benzinga
Western Digital Analyst Highlights Growth in Nearline Drive and NAND Market Recovery, Upgrades Stock
Analyst Mark Miller upgraded Western Digital Corp (NASDAQ: WDC) to Buy with $85 PT, citing strong results and projected growth in NAND and Nearline sales. 
Via Benzinga
Not All Chipmakers Are Doing Great; STMicroelectronics Lowers Annual Outlook After Q1 Performance
STM reported 18.4% revenue decline in Q1 2024, missed consensus estimates. Margins decreased and outlook for Q2 and 2024 is lower than expected. 
Via Benzinga
STMicroelectronics Flips the Switch on Sustainability With Another Renewable Energy Agreement In Italy
STMicroelectronics signs 10-year PPA with Centrica for renewable energy supply in Italy starting Jan 2025, aims for carbon neutrality by 2027. 
Via Benzinga
Western Digital Poised For Breakout, Analyst Sees 10% Estimate Beat And Powerful NAND Recovery
Analyst initiates coverage on WDC with Outperform rating and $80 price target. Expects company to outperform with upcoming split and favorable market conditions. 
Via Benzinga
Lam Research Eyes Vietnam To Diversify Supply Chain Away From China: Report
Lam Research Corp is looking to diversify its supply chain due to US export controls impacting its operations in China. Vietnam has offered to support with $1B investment by Lam in local production. 
Via Benzinga
Topics Economy
Exposures Supply Chain
This Article Analyzes The AI Sector 10 Ways To The Middle
There is not much information as to what companies are involved in the research and development of quantum computing qubits and the companies involved in the application of such revolutionary... 
Via Talk Markets
Topics Artificial Intelligence
Exposures Artificial Intelligence
The AI Sector Consists Of A Number Of Categories - Check Them Out
A look at five AI Sector's categories 
Via Talk Markets
Topics Artificial Intelligence
Exposures Artificial Intelligence
Chips Are Red-Hot – 3 Top Semiconductor ETFs For Your Portfolio
The U.S. semiconductor space has always been a major focus on Wall Street. The broader market has been volatile in 2023, but so far it has been a good year, despite numerous headwinds. The old days of... 
Via Benzinga
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