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Semiconductors 25 April 2026 - 4 May 2026

Nvidia reveals $63.44 billion equity holdings, with Intel and SpaceX making up majority share
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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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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