#Semiconductor

TSMC beat Q3 revenue guidance and held gross margin at 66.4%. We calculate the beat and examine what the October results mean for its next quarter.

Compare Nvidia and TSMC stock through cash flow, capital spending and shared AI demand. Understand what owning both changes and which risks remain in a portfolio.

Compare AMD and Broadcom stock using reported cash flow, AI exposure, customer concentration and valuation discipline. See which investment thesis fits.

AMD fell 3.7% and Intel 4% while Nvidia held near flat. The market is separating chipmakers that can pass on rising input costs from those that cannot.

Samsung's foundry share fell to 7.3% from 11.5% in a year, yet it raised advanced chip prices up to 15%, sooner and steeper than TSMC. What that signals.

Google unveils TPU 8t and TPU 8i with 2.8x price-performance and OpenAI as a new customer. What it means for GOOGL at $332.29 and NVDA at $199.88.

Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.

AAPL at $270, AVGO at $407. Apple's cash fortress vs Broadcom's AI torque, plus a 1-year backtest that beat XLK by 27 points.

AMD at $245 vs Nvidia at $188. Compare market caps, margins, AI data center revenue, and growth trajectories to decide which chip stock wins.

Sandisk is up 30x from its April 2025 post-spin-off low of $27.89 to an $851.77 April 10 close. The NAND shortage, Q2 FY26 print, and HBF option fully...

Barclays upgraded Marvell to Overweight with a $150 target; MRVL prints all-time high $129.84 as AI optical thesis and Nvidia $2B anchor deal reshape the story.

TSMC Q1 2026 revenue hit $35.71B, up 35.1% YoY in NT dollars, beating consensus. March alone jumped 45.2% YoY as AI demand and N2 ramp accelerate.

AMD's $60 billion Meta deal for 6GW of custom MI450 GPUs reshapes the AI chip market. Analyst targets, warrant dilution risk, and what it means for…

AMD stock price prediction from 2026 to 2030 based on MI450 launch, Helios rack-scale AI platform, 60%+ data center growth, and analyst price targets.

Google TurboQuant cuts AI memory 6x and boosts inference 8x. Micron down 24%, SK Hynix filing $14B US IPO. Morgan Stanley and BofA call it a buying…