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Semiconductors 17 March 2026 - 17 April 2026

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

AMD Stock, Intel Stock Jump as Bernstein Raises Price Targets on AI Server Demand, Meta Deal

Bernstein bumped up its price targets for both Advanced Micro Devices and Intel on Thursday, pointing to stronger demand for AI data center server chips even as PC sales lagged. By late morning in New York, AMD shares had surged 5.8% to $273.19, while Intel climbed 4.1% to $67.57—both now trading above Bernstein’s revised targets.
16 April 2026
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Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

Broadcom Jumps on Meta AI Chip Deal as Marvell Gets New Bull Call

UPDATE April 15, 2026, 23:00 - Broadcom shares rose after Meta extended a multi-year partnership to co-develop custom AI chips through 2029, reinforcing its position as a key supplier in the race to build large-scale AI infrastructure. The deal includes over one gigawatt of initial computing capacity and signals a broader shift by tech giants toward in-house silicon to reduce reliance on Nvidia. Meanwhile, Marvell drew fresh bullish calls from analysts, with price targets lifted on expectations of strong multi-year growth in AI-driven data center demand, including custom chips and networking.
15 April 2026
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Intel Corporation Hit by Fresh $3 Billion Patent Threat as Earnings Loom

Intel Corporation Hit by Fresh $3 Billion Patent Threat as Earnings Loom

UPDATE April 15, 2026, 22:40 - A U.S. appeals court has put Intel back on the hook in its $3 billion patent fight with VLSI Technology, tossing out a previous win for the chipmaker and ordering the dispute back to a jury. That ruling puts fresh legal risk on Intel’s plate right before earnings, stretching out a yearslong saga that’s already seen multibillion-dollar judgments and appeals. With the fight unresolved, Intel faces continued uncertainty on both the legal and financial fronts.
15 April 2026
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Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

Nvidia Stock Edges Up, but Broadcom’s Google TPU Deal Raises Stakes in AI Chip Race

In late-morning trading, Broadcom was up 3.6% to $346.00, outpacing Nvidia’s 1.8% rise to $181.36, while Alphabet added 3.7% to $316.68.A fresh development not in the original piece: Seaport downgraded Broadcom to Neutral, warning that AI chip suppliers may increasingly have to help finance giant data-center buildouts, a concern sharpened by Broadcom’s own disclosure that the Anthropic deployment is still being discussed with “operational and financial partners.”
8 April 2026
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Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology Debt Buyback Nears $4.5 Billion as AI Chip Expansion Costs Climb

Micron Technology on Wednesday reported that investors tendered roughly $4.32 billion across six series of outstanding senior notes before the cash buyback deadline. The company said it plans to accept all validly tendered bonds. That figure could climb to about $4.46 billion—around 82.5% of the $5.4 billion buyback target—if additional notes sent via guaranteed-delivery get counted.
1 April 2026
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Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk on Wednesday announced plans to put about $1 billion into Taiwan’s Nanya Technology, tying the investment to a multi-year DRAM supply deal and taking a 3.9% equity stake in the process. The U.S. flash-memory maker is looking to lock in access to another key memory part. In U.S. trading, Sandisk shares slipped 3.5%. Nanya’s Taipei-listed shares, meanwhile, jumped 4.6%.
25 March 2026
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Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia Sees $1 Trillion AI Chip Opportunity as Jensen Huang Unveils Groq-Fueled Inference Push

Nvidia is eyeing a revenue potential of at least $1 trillion for its AI chips through 2027, the company said, as it rolled out a batch of new hardware at its GTC event. The focus this time: inference—the process that lets AI models serve up results to real-world users. On Monday in San Jose, CEO Jensen Huang showed off a Vera CPU and a Groq-based system.
17 March 2026
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