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Semiconductors 29 April 2026 - 9 May 2026

Apple-Intel Chip Deal Report Sends Intel Stock To Record High As TSMC Pressure Builds

Apple-Intel Chip Deal Report Sends Intel Stock To Record High As TSMC Pressure Builds

Intel stock jumped Friday, following a Wall Street Journal report that Apple and Intel have struck a preliminary deal for Intel to produce certain chips for Apple devices—a possible win for Intel as it tries to revive its contract manufacturing division. Reuters reported the two firms had discussed terms for over a year, with a formal agreement wrapped up just in the past few months.
8 May 2026
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Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus

Shares of Taiwan Semiconductor Manufacturing Co jumped 6.36% in U.S. trading Wednesday, propelled by renewed appetite for artificial intelligence infrastructure plays after AMD’s results. Investors continued to see the Taiwanese foundry as one of the few sources for top-tier chip production. In Taipei, TSMC finished the local session flat at T$2,250 before the gains in New York.
7 May 2026
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Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel Stock Rally Faces Its Biggest AI Test Yet as Apple Talks and AMD Forecast Lift Chips

Intel stock climbed ahead of Wednesday’s U.S. open, pushing its recent rally further as AMD’s bullish outlook fueled hopes that AI-driven demand is spreading past Nvidia’s GPUs and into the server processor segment—where Intel is a heavyweight. According to Reuters, Intel was up 6% premarket. AMD, meanwhile, surged close to 18%.
6 May 2026
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Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited Stock Jumps as TSMC’s Longtan Fab Plan Returns

Taiwan Semiconductor Manufacturing Company Limited is back to requesting approval for an advanced wafer fab at Hsinchu Science Park’s Longtan campus, according to the park bureau Monday. The chipmaker’s expansion plan—on ice since three years ago—returns to the table. A wafer fab, for reference, is a facility that turns silicon wafers into chips.
4 May 2026
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Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Applied Materials Inc. is set to gain 140 acres near the Bengaluru airport, after Karnataka cleared the way for the U.S. chip-equipment giant to expand its research presence in India. The land, part of Bengaluru Signature Business Park, comes with a price tag of roughly ₹780 crore—though final pricing and approvals remain in the works. Investors are watching as the company navigates China export restrictions while betting on AI-led demand.
3 May 2026
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Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Arm Holdings Faces Fresh Malaysia Probe Heat Days Before Its Next Earnings Test

Malaysia’s anti-graft agency has called in former economy minister Rafizi Ramli for questions tied to a government chip-design agreement with Arm Holdings plc, throwing fresh political and governance uncertainty over the British semiconductor firm just ahead of its next earnings release. The agency confirmed to Bloomberg on Sunday that Rafizi was summoned as part of its probe into the Arm deal.
3 May 2026
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Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors’ Nasdaq Push Faces a May Deadline After Report Delay

Sivers Semiconductors AB is staring down a tight week: shareholders must respond to a notice by May 5, ahead of a May 11 vote on the chipmaker’s planned 125 million Swedish crown directed share issue at an extraordinary meeting. The Kista-based company has also delayed its 2025 annual report, shifting attention to its U.S. audit work and a potential Nasdaq New York dual listing.
3 May 2026
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Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Nvidia Isn’t Over. But Marvell Is the Quiet AI Chip Name Analysts Can’t Ignore

Marvell Technology, more known for its data-center backbone gear than headline-grabbing AI processors, drew fresh attention Thursday. The stock jumped about 3% early in the U.S. session, riding momentum from strong Big Tech earnings that sparked fresh wagers on higher AI outlays. Nvidia slipped 1.6%. Its lead in AI remains clear, though traders are scanning the landscape for what’s next.
30 April 2026
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Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play

Intel Corporation stock surged roughly 10% late Wednesday morning, notching a new high after reports surfaced that Alphabet’s Google is considering Intel’s cutting-edge chip-packaging tech for an upcoming AI processor. Shares last traded at $93.23, with an intraday peak of $94.03, according to market data.
29 April 2026
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Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

The U.S. Commerce Department has told several chip equipment makers, including Applied Materials, to stop sending specific tools to China’s Hua Hong, Reuters said, tightening restrictions on Beijing’s advanced chip ambitions. Lam Research and KLA are also believed to be on the list of recipients, according to people familiar. Applied didn’t immediately respond when Reuters asked for comment.
29 April 2026
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