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#semiconductors

Articles tagged semiconductors.

TSMC Q3 2026 Results: $46.7 Billion in Revenue, 44% Growth for the Year, and Shares Down Anyway
Markets & Money

TSMC Q3 2026 Results: $46.7 Billion in Revenue, 44% Growth for the Year, and Shares Down Anyway

TSMC's third-quarter revenue rose 41% to $46.7 billion, above its own guidance, and it guided fourth-quarter revenue to $52.3 billion to $54.3 billion. Its shares fell 2% in Taipei as about $1 trillion left the 20 largest AI and chip stocks over four sessions.

Sam Whitaker
ASML Q3 2026 Results: Record Sales, a Higher Forecast, and Customers Asking for 2030 Slots
Markets & Money

ASML Q3 2026 Results: Record Sales, a Higher Forecast, and Customers Asking for 2030 Slots

ASML reported record third-quarter sales of €11.7 billion and net income of €5.0 billion, raised its 2026 sales forecast to €44 billion to €45 billion, and said planned supply for 2027 and 2028 will fall short of demand. Some customers want to order machines for 2029 and 2030.

Sam Whitaker
OpenAI Ruled Out a 2026 IPO, and Chip Stocks Fell 5.9% on the Slowdown Talk
Markets & Money

OpenAI Ruled Out a 2026 IPO, and Chip Stocks Fell 5.9% on the Slowdown Talk

Sam Altman told Fortune on September 12 that going public this year would be "ill-advised" given safety concerns. After Altman and Elon Musk backed Dario Amodei's call to pace frontier AI, the Philadelphia Semiconductor Index fell about 5.9% on Monday. Anthropic is still targeting an October listing.

Sam Whitaker
Intel Upsized Its Stock Sale to $20B on More Than $100B of Demand
Hardware & Devices

Intel Upsized Its Stock Sale to $20B on More Than $100B of Demand

Intel raised its offering from $15 billion to $20 billion, pricing 210.5 million shares at $95 apiece against more than $100 billion of institutional demand. The capital is aimed at foundry expansion, days after Terafab confirmed its Texas site.

Maya Iverson
Musk's Terafab Picked Its Texas Site. Intel Foundry Is the One Building It.
Hardware & Devices

Musk's Terafab Picked Its Texas Site. Intel Foundry Is the One Building It.

Tesla and SpaceX confirmed Grimes County, Texas for Terafab with a $16.8 billion first phase and more than 100 million square feet planned. The manufacturing partner is Intel Foundry, running its 18A node, which makes this the largest external foundry contract in Intel's history.

Maya Iverson
Samsung's Chip Profit Rose 250-Fold While Its Phone Unit Lost Money
Hardware & Devices

Samsung's Chip Profit Rose 250-Fold While Its Phone Unit Lost Money

Samsung posted record Q2 operating profit of KRW 89.5 trillion as AI memory demand drove a more than 250-fold jump in chip profit. Semiconductors are now roughly three-quarters of company revenue, and the Galaxy phone unit swung to an operating loss.

Maya Iverson
TSMC Grew 36% and Its Packaging Lines Are Sold Out. That Is the AI Ceiling.
Hardware & Devices

TSMC Grew 36% and Its Packaging Lines Are Sold Out. That Is the AI Ceiling.

TSMC reported Q2 revenue of about $39.6 billion, up 36% on AI demand. N3 and CoWoS packaging are sold out through year-end, which sets the ceiling on how many AI chips ship in 2026.

Maya Iverson
Nvidia Hit $81.6 Billion in Q1 Revenue. The Stock Slid Anyway.
Markets & Money

Nvidia Hit $81.6 Billion in Q1 Revenue. The Stock Slid Anyway.

Nvidia reported record Q1 revenue of $81.6B, Data Center $75.2B. Beat on every line. The stock fell after hours. The market needed a trajectory surprise and did not get one.

Sam Whitaker
Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.
Markets & Money

Nvidia Reports Q1 Tuesday. Consensus Is $78.8B on Revenue. Blackwell Is Already 70% of Data Center.

Nvidia FY27 Q1 earnings hit May 20. Wall Street expects $78.8B in revenue, $1.77 EPS. Blackwell is the print to watch.

Sam Whitaker
Cerebras Opened 68% Above Its IPO Price. The $95B Market Cap Prices Out the OpenAI Renewal.
Startups & Funding

Cerebras Opened 68% Above Its IPO Price. The $95B Market Cap Prices Out the OpenAI Renewal.

Cerebras stock jumped 68% in its Nasdaq debut to a $95B market cap. The 17x revenue multiple is roughly Nvidia-multiple territory.

Jordan Beck
Friday's Tech Sell-Off Was the Yields Story Catching Up to the AI Rally
Markets & Money

Friday's Tech Sell-Off Was the Yields Story Catching Up to the AI Rally

Nasdaq down 1.3%, S&P 500 down 1%, semiconductors leading the drop as 10-year Treasury yields ticked past 4.4% on the hotter April CPI.

Sam Whitaker
Qualcomm Fell 11% as the AI Chip Trade Took Its First Real Hit
Markets & Money

Qualcomm Fell 11% as the AI Chip Trade Took Its First Real Hit

Qualcomm dropped 11% Tuesday, Intel 7%, Skyworks 5%, Marvell 4%. The semiconductor ETF lost 3%. What the rotation actually means.

Sam Whitaker