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04.04.26 - 15:42
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Consumer Tech News (Mar 30-Apr 2): Tesla, Nio, XPeng Drive EV Growth, Apple iPhone 17, Meta Ray-Ban Launches & More (Benzinga)
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Microsoft, IBM, AMD, and Intel make key AI and semiconductor moves, including in-house model development, dual-architecture hardware, and full ownership of Fab 34.
Importance Rank:
1
read more...
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02.04.26 - 18:01
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Micron-Aktie in Schwierigkeiten: Von der Speicher- zur Kurskrise?! (Ariva)
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Die Anteile von Speicherchiphersteller Micron waren zuletzt der Star innerhalb der Halbleiterbranche, doch der Aufwärtstrend ist jetzt in größte Gefahr geraten. Speicherchip-Hersteller überflügeln KI-Beschleuniger In der Chip- und KI-Branche ist es in den vergangenen Monaten zu einem bemerkenswerten Favoritenwechsel gekommen. Im Zentrum des Halbleiterbooms standen nicht mehr die Hersteller von KI-Beschleunigern, wie AMD, Broadcom und Nvidia, ......
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02.04.26 - 13:15
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Nvidia im Rückspiegel: AMD knackt historische Millionen-Marke (Der Aktionaer)
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Während die Börsenwelt gebannt auf die geopolitischen Spannungen im Nahen Osten blickt, hat AMD still und heimlich einen technologischen Paukenschlag gelandet. In den neuesten Branchen-Tests durchbricht der Chip-Gigant eine magische Schallmauer und schickt damit eine unmissverständliche Drohung Richtung Santa Clara....
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01.04.26 - 16:54
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Wall Street Flags Advanced Micro Devices as a Buy Before Earnings (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) is drawing fresh institutional attention ahead of its next earnings report. Wells Fargo added AMD to its Q2 Tactical Ideas List with an Overweight rating and a $345 price target, citing a positive setup into Q1 results driven by continued indications of strong EPYC server CPU demand plus additional GW-scale AI ... Wall Street Flags Advanced Micro Devices as a Buy Before Earnings
The post Wall Street Flags Advanced Micro Devices as a Buy Before Earnings appeared first on 24/7 Wall St.....
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01.04.26 - 16:31
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Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector (24/7 Wall St.)
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The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC) shares up 8% and Advanced Micro Devices (NASDAQ:AMD) stock rising 3% in early trading. The two moves reflect distinct catalysts, but together they signal that investors are choosing company-specific optimism over macro caution today. INTC stock opened at $44.13 and is trading near $47.50 as ... Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector
The post Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector appeared first on 24/7 Wall St.....
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01.04.26 - 09:06
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AMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy (Digitimes)
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Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced on March 30, 2026, plans to acquire a stake in chemical mechanical planarization (CMP) equipment firm Sizone through a combination of share issuance and cash. This move could mark AMEC's entry into the wet process segment, an area where it previously had limited presence....
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