Chip Demand

Business

Lam Research Forges Strategic Alliance with CEA Leti, Bolsters Leadership Amid Surging AI Chip Demand

Semiconductor equipment giant Lam Research announces a multi-year R&D partnership with French research institute CEA Leti to pioneer next-generation chip technologies for AI and high-performance computing. The move coincides with key leadership changes, including the appointment of Cadence CEO Dr. Anirudh Devgan to its board, signaling a strategic push to integrate design and manufacturing.

Feb 4, 2026

Business

Micron Soars as AI Demand Fuels Memory Chip Shortage, Prices Hit Multi-Year Highs

Micron Technology's stock surged nearly 6% Thursday, propelled by an industry-wide supply crunch for high-performance memory chips essential for artificial intelligence systems. The company's high-bandwidth memory (HBM) products are sold out through 2026.

Feb 2, 2026

Business

ASML's 2026 Outlook: Memory Chip Demand Fuels Record Backlog and Growth Ambitions

Despite a recent stock dip, ASML's record order book, driven by surging demand for advanced memory systems, points to sustained growth as AI and data center expansions create a 'perfect storm' for the lithography giant.

Feb 2, 2026

Business

AMD Earnings Preview: AI Chip Demand in Focus as Tech Giant Reports Q4 Results

Advanced Micro Devices (AMD) is set to report its fourth-quarter earnings after the bell Tuesday, with Wall Street keenly watching for updates on its AI chip strategy and data center growth against a backdrop of fierce competition.

Feb 2, 2026

Business

Zuckerberg's AI Roadmap Signals Sustained Demand for Nvidia's Chips

Meta CEO Mark Zuckerberg's forecast of a major AI infrastructure build-out through 2026 suggests continued robust spending on Nvidia's hardware, reinforcing the chipmaker's central role in the ongoing tech boom.

Feb 2, 2026

Business

Mizuho Upgrades Applied Materials to Outperform, Citing Strong Global Chip Equipment Demand

Mizuho Securities raised its rating on Applied Materials (AMAT) to Outperform, with a $370 price target, forecasting accelerated growth in global wafer fab equipment spending driven by major chipmakers' capital expenditure plans.

Jan 30, 2026

Business

Jacobs Rides AI Wave to Record Profits, Sees Surging Demand for Data Centers and Chip Plants

The Dallas-based engineering giant posted a dramatic turnaround to profit in its latest quarter, crediting a booming pipeline of AI-driven data center and semiconductor projects alongside strong water sector demand.

Feb 4, 2026

Business

TSMC to Produce Cutting-Edge 3nm AI Chips in Japan, Bolstering Tokyo's Semiconductor Ambitions

Taiwan Semiconductor Manufacturing Company (TSMC) announced plans to manufacture its most advanced 3-nanometer semiconductors at a new plant in Japan, a strategic move to meet surging AI demand and significantly advance Japan's goal of reclaiming leadership in high-tech chip production.

Feb 5, 2026

World

TSMC to Produce World's Most Advanced 3nm Chips in Japan, Bolstering Tokyo's Semiconductor Ambitions

Taiwan Semiconductor Manufacturing Company (TSMC) announced plans Thursday to manufacture cutting-edge 3-nanometer semiconductors at its second plant in Kumamoto, Japan. The move, a significant win for Prime Minister Sanae Takaichi's industrial policy, aims to meet soaring global AI demand and reshapes the geopolitics of advanced chipmaking.

Feb 5, 2026

Business

Chip Giant ASE Forecasts Advanced Packaging Business to Double, Hitting $3.2 Billion by 2026

ASE Technology Holding, the global leader in semiconductor packaging and testing, projects its advanced packaging revenue will surge to $3.2 billion within two years, fueled by booming demand for AI and high-performance chips.

Feb 5, 2026

Business

AI's Hidden Winners: Memory Chip Stocks Soar Over 1,000% as Data Center Boom Fuels Critical Shortage

Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.

Feb 4, 2026

Business

Microchip Unveils MCPF1525 Power Module to Fuel Next-Gen AI Infrastructure

Microchip Technology introduces the MCPF1525, a compact, high-density power module designed to meet the escalating energy demands of AI data centers. The stackable device promises significant space savings and advanced programmability for powering PCIe switches and compute MPUs.

Feb 4, 2026

Business

Infineon Rides AI Wave to Strong Q1 Growth, Boosts Investment Amid Surging Demand

German chipmaker Infineon reported increased revenue and profit for its first fiscal quarter, crediting robust artificial intelligence demand and a recovering automotive sector, while announcing accelerated investments to expand production capacity.

Feb 4, 2026

Business

AI Boom Strains Chip Supply Chains, MediaTek Warns of Price Adjustments

Taiwan's leading chip designer MediaTek signals that soaring demand for artificial intelligence is creating supply bottlenecks and inflating costs, prompting the company to revise its pricing strategy while remaining bullish on long-term growth.

Feb 4, 2026

Business

Applied Materials Poised for AI-Driven Surge as Chip Demand Accelerates

Semiconductor equipment giant Applied Materials (AMAT) is demonstrating remarkable resilience and strategic positioning to capitalize on the next wave of AI infrastructure spending, with strong financials and a deep technological moat signaling potential upside.

Feb 4, 2026

Business

Palantir, Teradyne Results Signal Strong AI Demand Ahead of Nvidia's Earnings

Robust quarterly reports from AI partner Palantir and chip-testing giant Teradyne, both citing surging AI-related demand, set a bullish tone for Nvidia's upcoming earnings release this week.

Feb 4, 2026

Business

Broadcom's AI Ambition: Can Chip Giant Double Revenue by 2027?

Fueled by surging demand for its custom AI chips, Broadcom Inc. (AVGO) has received a major analyst upgrade with a $400 price target. Wolfe Research projects the company's AI revenue could double within three years, potentially reshaping its financial trajectory.

Feb 4, 2026

Business

AI Chip Boom Fuels Growth: Why Broadcom and Micron Are Compelling Bets for 2026

As the artificial intelligence revolution intensifies, chipmakers Broadcom and Micron Technology are positioned at the center of a supply-demand imbalance, presenting a unique opportunity for investors despite recent market highs.

Feb 3, 2026

Business

ASML's Meteoric Rise: Is the Chipmaking Giant Still a Buy After a 74% Surge?

ASML Holding's share price has soared 74% over the past year, fueled by relentless demand for its advanced chipmaking equipment. As the stock trades near record highs, investors are grappling with a critical question: has the market gotten ahead of itself, or is this just the beginning?

Feb 3, 2026

Business

AI Demand Fuels Western Digital's $4 Billion Share Buyback Expansion

Western Digital's board has authorized an additional $4 billion for stock repurchases, capitalizing on surging demand for its memory chips from the artificial intelligence sector. The announcement follows strong quarterly forecasts and extends a rally that has seen the company's shares more than triple in value over the past year.

Feb 3, 2026