Loop Capital acknowledged that while Marvell’s results fell short of the market’s high expectations, AI and cloud growth remain key drivers for the stock.
Intel shares extended their two-day slide on Wednesday after former President Donald Trump called for the repeal of the Chips Act during a joint session of Congress.
Investors will watch for updates on Broadcom’s dealings with Intel, whether it involves a potential acquisition or chip production using Intel’s 18-A process.
ASML anticipates its China sales share will decline from 36% to 20% in 2025 as stricter U.S. regulations limit access to its advanced chipmaking tools.
The Reuters report also stated that Advanced Micro Devices (AMD) is evaluating Intel’s technology but did not confirm whether AMD has submitted test chips for production.
To sidestep U.S. controls, Chinese resellers are using entities registered outside of China to purchase Nvidia-powered servers from firms in Malaysia, Vietnam, and Taiwan.
The chipmaker reported fourth-quarter revenue of $39.3 billion, up 78% year over year, with data center sales driving much of the growth. Full-year revenue topped $130 billion, more than doubling from the prior year.
Bloomberg, citing unnamed sources, said Italian officials believe Jean-Marc Chery has failed to navigate the company through mounting industry challenges.
ON Semiconductor announced a company-wide restructuring plan that includes 2,400 job cuts as it seeks to align costs with business trends and offset revenue headwinds.
Bloomberg reported that the Trump administration has begun discussing tightening chip sales restrictions to China, which could impact Nvidia’s increasing sales to Alibaba, Tencent, and ByteDance.
Arbitrage opportunity in TSM stock by buying local shares and shorting US listing due to potential increase in demand and possible changes in ETF weight cap.
AMD discussing divesting data center production to Compal, Inventec, Pegatron & Wistron. Plants could be worth $3-4B. AMD's $4.9B acquisition of ZT Systems helped it acquire the assets.
Apple's move to develop its own modem chips has investors closely watching Qualcomm in the semiconductor industry. ETFs with exposure to Qualcomm are noteworthy for tracking sector developments.
The exact size of the stake remains unclear, and the deal is not guaranteed, as discussions could still be delayed or fall through, sources told Bloomberg.
Trump's proposed 25% tariffs on auto, semiconductor, and pharmaceutical imports have rattled markets and could affect ETFs with heavy exposure to these sectors.
In addition to the funding and Robinhood’s stake in Applied Digital, retail traders on Stocktwits celebrated that Nvidia’s had maintained its investments in the company.
Taiwan's President plans to invest more in and trade more with the US, increase defense spending, and engage in discussions to ease Trump's chip industry concerns.
