Tag: <span>Semiconductor</span>

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Google Unveils TPU 8t and TPU 8i: Direct Shot at Nvidia AI Chip Monopoly

Google Unveils TPU 8t and TPU 8i: Direct Shot at Nvidia AI Chip Monopoly

Google just put a price on Nvidia's moat. At Google Cloud Next 2026 in Las Vegas on Wednesday, Alphabet unveiled...

Marvell Stock (MRVL): Google AI Chip Deal Caps 84% Rally — Still a Buy?

Marvell Stock (MRVL): Google AI Chip Deal Caps 84% Rally — Still a Buy?

Marvell Technology (NASDAQ: MRVL) closed Monday, April 20, 2026 at $147.84, up 5.8% from Friday's $139.69 close after Yahoo Finance...

Apple vs Broadcom (AAPL vs AVGO): Dividend & AI Analysis 2026

Apple vs Broadcom (AAPL vs AVGO): Dividend & AI Analysis 2026

Apple and Broadcom are the two largest tech stocks most dividend investors own, and they are playing almost entirely different...

AMD vs Nvidia Stock: Which AI Chip Maker Deserves Your Money?

AMD vs Nvidia Stock: Which AI Chip Maker Deserves Your Money?

AMD closed Friday at $245.04. Nvidia closed at $188.63. On a per-share basis, AMD looks like the pricier stock. But...

Sandisk’s 30x Year: How a Panicked $28 Spin-Off Became a $125 Billion NAND Supercycle Winner

Sandisk’s 30x Year: How a Panicked $28 Spin-Off Became a $125 Billion NAND Supercycle Winner

On April 7, 2025, Sandisk closed the day at roughly $31 but printed an intraday low of $27.89, a post-spin-off...

Marvell On Fire: Barclays Lifts PT to $150, MRVL Prints All-Time High as AI Optics Thesis Takes Hold

Marvell On Fire: Barclays Lifts PT to $150, MRVL Prints All-Time High as AI Optics Thesis Takes Hold

Marvell Technology is having one of those two-day runs that rearranges a thesis. MRVL is up roughly 7% on Friday,...

TSMC Just Posted Its Best March Ever and Quietly Beat Wall Street on Q1 2026 Revenue

TSMC Just Posted Its Best March Ever and Quietly Beat Wall Street on Q1 2026 Revenue

Reviewed by Rana Umair Aslam, Finance Editor. This article is for informational purposes only and does not constitute investment advice....

AMD’s $60B Meta Deal: How It Breaks NVIDIA’s AI Monopoly

AMD’s $60B Meta Deal: How It Breaks NVIDIA’s AI Monopoly

AMD just locked down the largest GPU procurement deal in history, and it did not come from a government or...

Broadcom Stock (AVGO): Complete Investment Analysis, AI Chip Dominance & Price Forecast 2026

Broadcom Stock (AVGO): Complete Investment Analysis, AI Chip Dominance & Price Forecast 2026

Broadcom designs the custom AI chips that power Google's data centers, Meta's training clusters, and an expanding roster of hyperscalers...

AMD Stock Price Prediction 2026-2030: AI Chips, Data Center Growth, and the Path to $500

AMD Stock Price Prediction 2026-2030: AI Chips, Data Center Growth, and the Path to $500

AMD closed at $216.35 on April 2, 2026, giving the chipmaker a market capitalization near $338 billion and a forward...

Google TurboQuant Explained: The AI Breakthrough That Sent Chip Stocks Into Freefall

Google TurboQuant Explained: The AI Breakthrough That Sent Chip Stocks Into Freefall

Google Research unveiled TurboQuant on March 25, a compression algorithm that reduces AI model memory requirements by 6x and delivers...

AMD Stock (AMD): Complete Investment Analysis & Forecast 2026

AMD Stock (AMD): Complete Investment Analysis & Forecast 2026

At the time of writing, AMD closed 2025 with $34.6 billion in revenue, a 34% jump that would be the...