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South Korea’s Chip Exports Hit Record as Risk Debate Grows
Semiconductor sales surged more than threefold in August, accounting for nearly half of total goods exports, while analysts warned the rally may be hard to sustain.
TSMC Rises on Strong Earnings and AI Chip Demand
Baron Fifth Avenue Growth Fund said TSMC was one of the biggest contributors to performance in the second quarter.
Broadcom Surges on Strong AI Demand Outlook
The chipmaker issued an upbeat forecast for the coming fiscal year, highlighting growing demand from AI labs.
Marvell Shares Fall 11% in Five Days After Strong Earnings
Despite topping second-quarter sales and profit estimates, Marvell was sold as investors focused on a tighter near-term margin outlook.
Nvidia and earnings lift tech stocks at the open
Technology stocks led U.S. markets at the open, as Nvidia’s upbeat outlook and strong results helped offset losses in other sectors.
Entegris Rally Continues as Chip Stocks Jump 71% in a Year
The London Company says Entegris has strong long-term growth potential as AI infrastructure spending accelerates.