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Semiconductors 17 April 2026 - 29 April 2026

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Shares of Applied Materials dropped Tuesday, following a Reuters report that the U.S. Commerce Department last week ordered certain chip equipment makers to stop sending some tools to Hua Hong, China’s No. 2 chip producer. Lam Research, Applied Materials, and KLA were thought to be among the firms that got letters, Reuters said, citing sources familiar with the situation.
28 April 2026
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Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom’s $2 Trillion AI Bet Is Getting Harder to Ignore as Google Chips Put AVGO in Focus

Broadcom started Monday with a $2.05 trillion market cap—putting it among a handful of chipmakers at that level. The surge is less about phones or laptops these days, with custom AI chips and cloud networking now driving the story. Google’s infrastructure ambitions have only pulled Broadcom in further. Last trade: $422.76, ahead of the U.S. open.
27 April 2026
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AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT Stock Has a $632.5 Million Question: Can Its China Wafer Bet Keep Up With AI Demand?

AXT, Inc. reported that underwriters picked up their option for another 1,284,046 shares at $64.25 apiece, tacking on roughly $82.5 million in gross proceeds to a public offering that had previously brought in about $550 million. With this latest purchase, the Fremont, California-based semiconductor materials maker’s gross tally comes to around $632.5 million, before subtracting underwriting discounts, commissions, and related expenses.
26 April 2026
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ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

ASML Stock’s AI Boom Has a Catch: TSMC Won’t Rush the $410 Million Machine

Shares of ASML Holding N.V. in Amsterdam climbed 2.3% late Friday. The bigger question for the Dutch chip-gear maker: Can it translate AI demand into shipments quickly enough, especially with TSMC holding off on its most advanced systems? High-NA EUV—the company’s high-resolution extreme ultraviolet lithography—lets customers etch finer chip details, but Bloomberg puts the price tag north of €350 million, or $410 million, per machine.
26 April 2026
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China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China on Saturday cautioned that U.S. export-control legislation focused on semiconductors threatens to shake up global chip supply chains, following a House panel’s move to push forward measures tightening China’s access to chipmaking gear. Beijing added it is keeping a close eye on the U.S. bills as they move through the legislative process.
25 April 2026
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Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta’s Amazon Chip Deal Shows AI Race Is Moving Beyond Nvidia GPUs

Meta Platforms Inc landed a multiyear agreement to tap Amazon Web Services’ Graviton5 CPUs, handing Amazon a major win in the custom-chip space and supplying Meta with fresh horsepower for its AI expansion. According to an AWS executive speaking to Reuters, the deal is valued in the billions and will span “tens of millions of cores.”
24 April 2026
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AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

AMD Stock Jumps as Intel’s AI CPU Boom Puts $500 Billion in Sight

Shares of Advanced Micro Devices jumped over 7% in U.S. premarket trading Friday, as a surge in central processor names followed Intel’s numbers, which flagged mounting AI data-center appetite outside the graphics chips that have led the sector. AMD and Arm both traded higher; investors are now wagering that answering AI queries—known as inference—will drive heavier use of CPUs in big server clusters.
24 April 2026
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Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

Texas Instruments Stock Jumps as Strong Forecast Signals Chip Demand Is Waking Up

Texas Instruments projected second-quarter revenue and profit ahead of Wall Street expectations on Wednesday, citing a pickup in orders from both data-center and industrial clients. Shares popped about 8% in after-hours trade. Investors saw the outlook as a clearer indication that analog chip demand is bouncing back, following a lengthy inventory correction.
22 April 2026
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ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML Says It Can Keep Up With AI Chip Boom in 2026, but China Curbs Still Loom

ASML on Wednesday pledged it won’t be the choke point in next year’s push to ramp up AI chip production, following heavy investment to boost capacity of its lithography systems—the gear that etches circuits onto chips. Chief Executive Christophe Fouquet, speaking at the Dutch company’s annual general meeting, said the firm would prevent bottlenecks “by all possible means.”
22 April 2026
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AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

AMD Stock Pulls Back From Record High as BofA, Stifel Raise Targets on AI CPU Boom

Advanced Micro Devices slipped Monday, cooling a bit after its record-breaking surge last week. Still, analysts at Bank of America and Stifel bumped up their price targets, keeping the spotlight on the chipmaker’s AI infrastructure story. Late in the New York morning, AMD traded at $274.61, off 1.4% from Friday’s $278.39 close.
20 April 2026
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Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom Nears $2 Trillion on Software, AI Chip Boom as Google-Marvell Talks Raise Risk

Broadcom’s race toward the $2 trillion mark hit a snag Monday. Reuters reported that Alphabet’s Google is negotiating with Marvell Technology on two fresh AI chips, hinting that one of Broadcom’s most valuable custom-silicon ties could be shifting. Broadcom slipped roughly 1.7% early in U.S. trading; Marvell jumped 4.3%.
20 April 2026
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NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

NVIDIA Pushes Deeper Into Robotics as TSMC, ASML Signal AI Spending Boom Isn’t Cooling

Nvidia took a bigger step into robotics this week, expanding its partnership with Cadence Design Systems. The AI chip giant is searching for new growth avenues outside of the data-center servers that fueled its climb. TSMC and ASML, meanwhile, released new forecasts showing demand for AI chips and their production gear remains strong.
17 April 2026
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