#Semiconductors

Marvell and Lumentum hit new midday lows after their AI optics merger. The 4.5-share ratio leaves an $86 gap and a moving stock forecast for 2028.

Ferrotec raised its 2026 net-profit forecast 33% as AI demand lifted margins. The Japan market holiday delays the first regular-session reaction until November 4.

Intel's near-close selloff puts its 2027 recovery on a precise test: whether data-center growth can offset a $1.35 billion fourth-quarter gross-profit squeeze.

The Philadelphia Semiconductor Index lost 3.83% Friday and is down 15.7% in eight sessions. TECHi ranks which chip stocks fell most and what followed past streaks.

Teradyne’s $300M investment in FormFactor is about 20 times an earlier Advantest pact. The comparison reveals the opportunity and the missing deal terms.

Broadcom’s October AI showcase puts profit margins in focus. TECHi calculates the Q4 growth gap and what could strengthen or weaken the outlook for AVGO shares.

Musk’s Terafab clarification puts Intel and TSMC stock in focus. Compare confirmed roles, foundry revenue, Q2 margins and the next October earnings tests.

ALAB stock climbed nearly 7% Tuesday. TECHi explains the Scorpio revenue ramp, OCP catalyst and valuation risk behind Astera Labs’ move for investors.

Applied Materials expanded its Besi partnership, but disclosed no new orders. TECHi tests the October AMAT outlook against Q4 guidance and valuation.

Nvidia added $150 billion to its buyback plan. TECHi calculates the share reduction, EPS benefit and limits of the $235 billion remaining authorization.

Sept. 28 midday: Nvidia rose 2.25% and Tesla fell 3.38%. A dated comparison of cash flow, valuation and AI catalysts; our evergreen pillar covers the wider bet.

Intel stock jumped 11.6% to $121.21. See the INTC forecast, $110-$145 analyst targets, Q3 catalysts, risks and price levels after the rally.

Intel, Micron and AMD fell about 6% premarket and Nvidia 2.7% as the AI slowdown call met a 3% oil spike; ServiceNow and Adobe rose. Nasdaq futures -1.6%, Fed odds 89%.

South Korea's ICT exports hit a record $59.98B in August, over 60% of all exports. Chips were 47.5%, and outside ICT Korea ran a $6.6B trade deficit.

SanDisk enters the S&P 100 on Sept. 21. The announcement pop is already gone, and July showed what price-insensitive flows do to a stock down 28% this quarter.

We ranked 41 US-listed AI stocks by Q3 performance. Enterprise software is up 33.5% at the median, semiconductors down 14.6%, and no chipmaker made the top nine.

Intel announced a $15 billion stock offering and INTC fell 3.5%. Why sell after a 175% rally — the dilution math, the foundry bet, and what happens next.

AI agents logged 526 chip-material candidate rows representing 193 formulas. One BC4N deposition recipe passed an automated screen, not lab validation.

AMD and Cerebras will split AI inference across Helios racks and the Wafer-Scale Engine. The 5x per-watt claim is modelled against Cerebras-only hardware.

TSMC’s 2nm node reached 3% of wafer revenue as HPC hit 66%. The Q3 test is whether demand and utilization can offset a 3–4 point ramp drag.

NVIDIA says its 32GB Jetson T3000 can match T5000 inference. TECHi examines the missing methodology, memory economics and 2027 hardware timeline for buyers.

A field guide to the four companies selling the machines behind AI memory — ASML, Applied Materials, Lam Research and KLA — and how the capex cycle pays them.

TSMC’s June sales support an ASML demand read-through, but ASML’s H2 delivery bridge, mix and margins still determine the setup.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.