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Semiconductors 9 March 2026 - 6 April 2026

Intel Stock Jumps as KeyBanc Sees Tight AI Server Chip Supply

Intel Corp shares popped 4.9% to $50.38 early Monday after analysts at KeyBanc Capital Markets bumped up their price target to $70 from $65, calling out the chipmaker on the back of an Asia supply-chain tour.

6 April 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Stock Market·Technology

Intel to Pay $14.2 Billion to Reclaim Ireland Fab Stake From Apollo as Stock Jumps

Intel Corp is set to spend $14.2 billion to reacquire Apollo Global Management’s 49% interest in Fab 34, regaining complete control of its Leixlip, Ireland chip facility. Shares finished late Thursday at $50.38, up 4.9%—this on top of an 8.8% surge the previous day.

3 April 2026

NASDAQ:INTC·Semiconductors·Stock Market·Technology

Micron Technology Debt Tender Tops $4.3 Billion as AI Memory Boom Raises Spending Stakes

Micron Technology reported that holders tendered over $4.3 billion in senior notes as part of its cash tender offer, a debt buyback that closed late Tuesday. The chipmaker sees settlement happening April 3. Shares slipped roughly 1.8% early Thursday.

2 April 2026

Artificial Intelligence·NASDAQ:MU·Semiconductors·Technology

Intel to Buy Back Apollo’s Ireland Fab Stake for $14.2 Billion Amid Rising AI Demand

Intel Corp. announced Wednesday a $14.2 billion deal to repurchase Apollo Global Management’s 49% interest in Fab 34, its Leixlip, Ireland chip plant. Intel regains complete control over the key factory—a stake it had sold off earlier in 2024 to shore up funds. Shares jumped more than 10% on the day.

2 April 2026

NASDAQ:INTC·NYSE:APO·NYSE:TSM·Semiconductors·Technology

Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

Nvidia dropped $2 billion on Marvell Technology, securing Marvell’s custom silicon for its NVLink Fusion platform—the backbone linking chips and networking hardware in AI servers. Shares of Marvell jumped about 7% after the announcement landed Tuesday, while Nvidia ticked 2.7% higher.

2 April 2026

NASDAQ:MRVL·NASDAQ:NVDA·NVIDIA·Semiconductors

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

Artificial Intelligence·NASDAQ:MU·Semiconductors·Technology

NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

Nvidia on Tuesday announced a $2 billion investment in Marvell Technology, expanding a tie-up focused on integrating Marvell’s custom AI chips and networking hardware with Nvidia’s systems. Nvidia stock jumped 5.6%. Marvell soared, last up 12.8%.

31 March 2026

Artificial Intelligence·NASDAQ:MRVL·NASDAQ:NVDA·Semiconductors·Technology

Why Micron Stock Price Is Falling Again as the AI Memory Chip Race Gets Pricier

Micron Technology was down 4.7% at $377.08 by late Wednesday morning in New York. The chipmaker announced earlier that it’s rolling out cash tender offers for select outstanding senior notes.

25 March 2026

NASDAQ:MU·Semiconductors·Stock Market·Technology

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

Artificial Intelligence·NASDAQ:SNDK·Semiconductors·Technology·TWSE:2402

Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Intel climbed 3.8% in premarket trading Wednesday after Arm unveiled a new AI data-center chip, lifting chipmakers across the board. Oil edged lower. Word from Washington about a potential month-long Iran war ceasefire also fueled risk appetite in U.S. futures.

25 March 2026

NASDAQ:AMD·NASDAQ:ARM·NASDAQ:INTC·NASDAQ:META·NASDAQ:NVDA·NYSE:TSM·Semiconductors·Stock Market·TSX:9984

Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

Lam Research fell 2.4% to $228.36 on Friday, as tech stocks slumped and the Nasdaq Composite dropped 2.01%. Oil was up and concerns about interest rates intensified.

22 March 2026

NASDAQ:LRCX·Semiconductors·Stock Market·Technology

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

Artificial Intelligence·NASDAQ:NVDA·Semiconductors

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Late Monday, Intel announced its Xeon 6 chips will serve as host CPUs in Nvidia’s DGX Rubin NVL8, landing Intel in a fresh wave of AI server hardware revealed at Nvidia’s GTC event. The company called the host CPU “mission-critical.” Nvidia’s own specs detail each DGX Rubin NVL8 with two Xeon 6776P CPUs alongside eight Rubin GPUs.

17 March 2026

Artificial Intelligence·NASDAQ:INTC·NASDAQ:NVDA·Semiconductors·Technology

Why Navitas Semiconductor Stock Is Swinging: NVTS Pulls Back After CFO Hire, AI Power-Chip Launch

Navitas Semiconductor dropped roughly 6.5% to $10.14 as of 3:07 p.m. EDT on Thursday. The move gave back some of Wednesday’s 24.9% surge, with traders rethinking a rush of company developments that previously sent the shares soaring.

12 March 2026

NASDAQ:NVTS·Semiconductors·Stock Market

Intel Corporation launches Core Series 2 edge AI chips as turnaround pressure builds

Intel rolled out its Core Series 2 processors for industrial gear on Monday, while also offering an early look at its Health & Life Sciences Edge AI suite at Embedded World in Nuremberg. The company is sharpening its edge AI focus—bringing processing closer to machines and sensors instead of relying solely on distant cloud servers. Factories, robotics setups, and patient monitoring systems are all in its sights.

10 March 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors·Technology

KLA Corporation stock rises as Barclays lifts chip-equipment outlook ahead of investor day

KLA shares rose on Tuesday after Barclays sharply lifted its forecast for spending on chipmaking equipment, arguing that demand tied to artificial intelligence data centers still had room to run. The note landed two days before KLA's investor day on Thursday, when management is due to lay out longer-term targets and market plans.

10 March 2026

NASDAQ:KLAC·Semiconductors·Stock Market·Technology

Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Lam Research Corp announced Tuesday it’s teaming up with IBM on a five-year effort to advance chipmaking technology for logic chips smaller than 1nm, aiming to leap past current top-tier nodes. The stock jumped $4.49 to $215.64 in morning trading.

10 March 2026

Artificial Intelligence·NASDAQ:LRCX·NYSE:IBM·Semiconductors

Intel launches edge AI chips as Lip-Bu Tan races to prove turnaround

Intel introduced a new slate of processors targeting industrial and medical sectors at Embedded World in Nuremberg on Tuesday, stepping up its edge AI push with CEO Lip-Bu Tan at the helm as he attempts to steer the U.S. chipmaker back on course. The company said systems with the new chips are already shipping. A healthcare software suite tied to the launch is set for wider distribution in the second quarter.

10 March 2026

Artificial Intelligence·NASDAQ:INTC·Semiconductors

AMD Settles Adeia Patent Fight as AI Chip Pressure Builds

Advanced Micro Devices has settled two patent suits brought by Adeia and agreed to a multi-year license for the technology firm’s semiconductor intellectual property portfolio, ending a fight over manufacturing methods used in some AMD chips. The companies did not disclose financial terms.

10 March 2026

Artificial Intelligence·NASDAQ:ADEA·NASDAQ:AMD·Semiconductors·Technology

Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

Micron Technology shares gained roughly 2.3% Monday, with Citi and Susquehanna lifting their price targets ahead of the chipmaker’s results set for March 18. Korean media over the weekend reported Nvidia's Vera Rubin AI system will use HBM4 chips from Samsung Electronics and SK Hynix, skipping Micron. The stock was changing hands at $378.78 during the afternoon session.

9 March 2026

Artificial Intelligence·Industry Analysis·NASDAQ:MU·Semiconductors·Stock Market·Technology

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Semiconductors 9 March 2026 - 6 April 2026

Intel Stock Jumps as KeyBanc Sees Tight AI Server Chip Supply

Intel to Pay $14.2 Billion to Reclaim Ireland Fab Stake From Apollo as Stock Jumps

Micron Technology Debt Tender Tops $4.3 Billion as AI Memory Boom Raises Spending Stakes

Intel to Buy Back Apollo’s Ireland Fab Stake for $14.2 Billion Amid Rising AI Demand

Nvidia Invests $2 Billion in Marvell as Custom AI Chip Race Heats Up

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

NVIDIA Corporation Puts $2 Billion Into Marvell as AI Chip Race Turns to Custom Designs

Why Micron Stock Price Is Falling Again as the AI Memory Chip Race Gets Pricier

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

Intel Stock Price Rises Before the Bell as Arm AI Chip Fuels Server CPU Bets

Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

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

Intel Corporation Wins Spot in Nvidia’s Rubin AI Servers With Xeon 6

Why Navitas Semiconductor Stock Is Swinging: NVTS Pulls Back After CFO Hire, AI Power-Chip Launch

Intel Corporation launches Core Series 2 edge AI chips as turnaround pressure builds

KLA Corporation stock rises as Barclays lifts chip-equipment outlook ahead of investor day

Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Intel launches edge AI chips as Lip-Bu Tan races to prove turnaround

AMD Settles Adeia Patent Fight as AI Chip Pressure Builds

Micron Technology rises as analysts look past Nvidia Vera Rubin HBM4 setback

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