Advanced Micro Devices CEO Lisa Sue informed CNBC on Wednesday that her massive forecast review was because of the demand arising for central processing items led by the expansion of agentic artificial intelligence. “Agents are really driving tremendous demand in the overall AI adoption cycle, and we’re very excited to be in the middle of…
Close-up of emblem for Samsung on analysis constructing within the Silicon Valley, Mountain View, California, October 28, 2018. Smith Collection/gado | Archive Photos | Getty Images Shares of Samsung Electronics surged greater than 15% Wednesday, pushing the chip big’s market capitalization previous the $1 trillion mark as buyers continued to pile into synthetic intelligence-linked shares….
Lisa Su, chair and chief govt officer of Advanced Micro Devices Inc. (AMD), through the 2026 CES occasion in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported first-quarter earnings Tuesday that exceeded expectations, whereas the corporate’s income forecast additionally exceeded estimates as demand…
Key Points CNBC’s Jim Cramer mentioned AMD nonetheless has vital upside, arguing AI-driven demand for CPUs will preserve pushing the stock higher. Cramer was responding to HSBC’s downgrade of AMD to carry from purchase. CNBC’s Jim Cramer pushed again on a downgrade of Advanced Micro Devices, saying the stock nonetheless has significant upside as demand…
The Micron Memory Japan KK sales space on the Semicon Japan exhibition in Tokyo, Dec. 18, 2025. Kiyoshi Ota | Bloomberg | Getty Images Shares of memory firms Micron and sandisk jumped on Monday, persevering with their prolonged runs, after Melius Research stated demand may remain high through the top of the last decade. Memory…
An Intel Xeon 6+ knowledge heart CPU wafer on show at Intel Technology Tour in September 2025. Intel Xeon 6+ is predicted to launch within the first half of 2026. Courtesy: Intel Intel reported first-quarter earnings Thursday that blew previous Wall Street’s expectations, because the struggling chipmaker exhibits indicators of a revival. Shares of the…
Taiwan Semiconductor Manufacturing Company’s brand is seen within the background subsequent to a printed circuit board. Soup Images | Lightrocket | Getty Images Taiwan Semiconductor Manufacturing Company on Thursday reported a 58% enhance in first-quarter revenue, beating estimates and hitting a contemporary record as demand for synthetic intelligence chips stayed sturdy. Here are the corporate’s…
ASML raised its gross sales forecast for 2026 after it beat first-quarter income and revenue expectations, pushed by continued demand for chips associated to AI. Here’s how ASML did versus LSEG consensus estimates for the primary quarter: Net gross sales: 8.8 billion euros ($10.4 billion) versus 8.5 billion euros anticipated Net revenue: 2.8 billion euros…
Taiwan Semiconductor Manufacturing Company’s brand is seen within the background subsequent to a printed circuit board. Soup Images | Lightrocket | Getty Images Taiwan Semiconductor Manufacturing Co. On Friday posted one other quarter of record revenue pushed by demand for AI chips. For January to March, the world’s largest chipmaker reported revenue of 1.13 trillion…
Intel Shares jumped 9% on Wednesday after the US chipmaker introduced it would repurchase the 49% fairness curiosity it didn’t personal in its Fab 34 chip facility in Ireland for $14.2 billion. The semiconductor firm sold the 49% stake in its Ireland manufacturing facility to buyout agency Apollo Global Management in 2024 for $11.2 billion….
