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Semiconductors 4 May 2026 - 15 May 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
Navitas Semiconductor Secures $122 Million, Putting AI Power-Chip Hype to the Test

Navitas Semiconductor Secures $122 Million, Putting AI Power-Chip Hype to the Test

Navitas Semiconductor Corporation has capitalized on a recent stock surge, raising roughly $122 million from the sale of 6.53 million shares in a new at-the-market offering, according to a May 13 SEC filing. The company’s AI power-chip strategy fueled demand. With pending trades set to close, Navitas has now sold all shares registered under the May 11 ATM prospectus, the filing confirmed.
15 May 2026
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Sivers Semiconductors Stock: Nasdaq Push Faces Restated Losses and a New Deadline

Sivers Semiconductors Stock: Nasdaq Push Faces Restated Losses and a New Deadline

Sivers Semiconductors AB has adjusted its 2025 financials, posting a larger full-year loss and pushing back its Q1 numbers. The Swedish chipmaker is scrubbing its books to meet U.S. listing requirements as it eyes a potential Nasdaq New York dual listing. Investors will have to wait until May 29 for the first-quarter report; the previous date was May 20.
15 May 2026
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TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

TSMC’s $1.5 Trillion AI Chip Call Puts the World’s Capacity Crunch on Display

Taiwan Semiconductor Manufacturing Co Ltd bumped up its long-term forecast for the chip sector on Thursday, projecting the global semiconductor market will top $1.5 trillion by 2030. That’s a sharp increase from TSMC’s earlier $1 trillion estimate, with the company pointing to surging artificial intelligence demand spurring quicker expansion of advanced manufacturing.
14 May 2026
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AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

Marvell Technology surged close to 10% by late morning in New York after a regulatory filing revealed Advanced Micro Devices owned 65,516 shares in the chipmaker at the end of March. It’s a relatively modest stake, but the disclosure grabbed attention given Marvell’s AI data-center hardware profile. According to the filing, the holding was worth $6.49 million at the time. At Marvell’s late-morning level of $180.76, the shares would fetch roughly $11.8 million—if AMD hadn’t changed its position.
13 May 2026
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Sivers Semiconductors AB Stock Jumps as MSCI Add Meets Nasdaq Listing Push

Sivers Semiconductors AB Stock Jumps as MSCI Add Meets Nasdaq Listing Push

Sivers Semiconductors AB surged Wednesday, picking up momentum after MSCI tagged the Swedish chipmaker as one of the new names in its Sweden small-cap index. The move throws more focus on a company eyeing a possible Nasdaq New York debut. According to MSCI’s review, Sivers Semiconductors will join the MSCI Sweden index as part of its Global Small Cap Indexes.
13 May 2026
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Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor Stock Rally Hits $125 Million Test After India GaN Launch

Navitas Semiconductor Corp. is looking to unload as much as $125 million in Class A common stock, according to a regulatory filing, seeking to capitalize on a surge in its shares following an India product launch linked to its gallium nitride technology. Shares can be offered periodically through an at-the-market program, which allows companies to sell directly into regular trading instead of dumping a single large chunk.
12 May 2026
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Intel Stock Soars on Apple Chip Deal Report — BofA Says Wall Street May Be Moving Too Fast

Intel Stock Soars on Apple Chip Deal Report — BofA Says Wall Street May Be Moving Too Fast

Bank of America raised its price target on Intel Corp. sharply, moving it up to $96 from $56, but kept its Underperform rating in place. Analysts flagged the possibility of Intel collaborating on chipmaking with Apple Inc.—though they caution that the stock’s rally has already priced in much of that upside. Their math: if Intel lands roughly 25% of Apple’s chip orders, the resulting foundry revenue could total $10 billion a year by 2030.
11 May 2026
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Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Earnings This Week: Why the AI Chip-Materials Rally Faces Its First Big Test

Qnity Electronics Inc. is set to post first-quarter numbers before Tuesday’s opening bell, giving investors a look at how the AI chip-materials upstart stacks up. Wall Street’s consensus: adjusted earnings per share of 92 cents, profit with certain items stripped out. Management plans a conference call at 8 a.m. ET.
10 May 2026
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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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