Sharemaestro Newsreel

Entegris and Lattice Semiconductor Shares Are Soaring, What You Need To Know

Entegris and Lattice Semiconductor Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units. …

Goldman Falls 2% While Chinese AI Keeps Paying Wall Street

This article first appeared on GuruFocus. Goldman Sachs (NYSE:GS), the global investment bank and asset manager, remained active in China's AI-financing machine even as U.S.-China technology restrictions keep tightening the rules around cross-border capital. Shares fell nearly 2% to $940.83 Tuesday. The valuation snapshot …

Why Retail Investors Are Watching Cambricon Stock And AI Infrastructure Leaders

AI euphoria is pulling major tech and chip stocks into the spotlight as indices surge, oil retreats and bond yields cool, yet under the surface many companies still struggle. That mix of excitement and fragility creates an opening for investors who do not want …

Valens Semiconductor to Collaborate with onsemi on a Cost-Optimized Integrated Sensor Based on the MIPI A-PHY Standard

Collaboration agreement to support the development of MIPI A-PHY solutions targeting high-volume 3MP automotive camera applications HOD HASHARON, Israel, Sept. 22, 2026 /PRNewswire/ -- Valens Semiconductor (NYSE: VLN), a leading provider of high-performance connectivity chipsets, today announced a collaboration with onsemi on a cost-optimized …

Elmos Semiconductor SE: Elmos and SK keyfoundry Expand Their Collaboration on 130nm Technology and Agree on Long-term Wafer Capacity

Signing Ceremony in Frankfurt am Main Marks the Next Phase of a Long-standing Partnership and Provides Planning Certainty Through 2037 LEVERKUSEN, GERMANY - September 9, 2026 (NEWMEDIAWIRE) - Elmos Semiconductor SE (FSE: ELG), a leading global supplier of mixed-signal semiconductors for the automotive industry, …

Axcelis to Build New Manufacturing Facility in Pyeongtaek, Korea

BEVERLY, Mass., Sept. 8, 2026 /PRNewswire/ -- Axcelis Technologies, Inc. (Nasdaq: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, today announced plans to invest $35 million in its global manufacturing infrastructure through the construction of a new ion implantation …

Taiwan Semiconductor Manufacturing (TSM) Could Be 9% Above Fair Value As Capex Plans Grow

Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn fresh attention after detailing plans to invest about $265b in Arizona and roughly $4.06b in its first European factory, extending its global manufacturing footprint. The share price of Taiwan Semiconductor Manufacturing has eased over the past three months, …

China memory leader CXMT begins small-batch production of HBM3E silicon - report

Investing.com -- ChangXin Memory Technologies has initiated low-volume production of advanced high-bandwidth memory chips, marking a critical step forward in Beijing's bid to circumvent U.S. sanctions and build a self-sustaining semiconductor ecosystem. According to a report from The Information, China's leading memory manufacturer has …

Which China stocks stand to win From the AI boom? UBS names its picks

Investing.com -- UBS reiterated an Attractive rating on Chinese equities and reshuffled its Greater China focus list, adding five names it believes are positioned for the country's AI build-out. "We retain our preference for China's tech sector on the back of robust AI-driven growth, …

Why Is Taiwan Semiconductor Manufacturing (TSM) Winning More 3nm AI Chip Work?

Taiwan Semiconductor Manufacturing (NYSE:TSM) is set to produce advanced chips for Xiaomi, including the new Xring O3 processor, using its 3-nanometer technology. The Xiaomi partnership extends TSMC's reach into AI focused consumer devices and autonomous driving products. The new 3nm orders highlight how TSMC …

Southchip Semiconductor Technology(Shanghai) Co., Ltd.（上交所：688484）的分析师正在下调对该股今年的预测。

China Axing Microsoft Windows From State Agencies Ahead of Plan

(Bloomberg) -- China is pulling the plug on an older version of Microsoft Corp.'s Windows tailored for government agencies, taking another step toward rooting out the world's most popular PC software in a broader effort to reduce its dependence on foreign technology. Most Read …

Applied Materials Slips Despite Strong Outlook as SMIC Rallies on Earnings: Dow Jones, S&P, Nasdaq, Wall Street Futures

U.S. stock futures traded close to unchanged on Friday as investors assessed softer inflation data, a fresh round of technology earnings and renewed volatility across semiconductor shares. Applied Materials (NASDAQ:AMAT) issued stronger-than-expected fourth-quarter revenue guidance but still came under pressure as investors weighed the …

Semiconductor Manufacturing International Corp (SHSE:688981) (Q2 2026) Earnings Call ...

This article first appeared on GuruFocus. Revenue: $3,006 million in Q2 2026, up 20% sequentially; first-half 2026 revenue was $5,511 million, up 23.7% year over year. Gross Margin: 25.3% in Q2 2026, up 5.2 percentage points sequentially; first-half 2026 gross margin was 22.9%, up …

China Tech Earnings Renew Focus on Hardware Stocks Over Internet

(Bloomberg) -- Chinese tech firms' early earnings are giving hardware stocks renewed momentum, while internet platforms still struggle to show a full consumer‑demand recovery. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors Anthropic in Talks to Buy AI Startup …

Hua Hong Grace Semiconductor Ltd (HHUSF) (Q2 2026) Earnings Call Highlights: Record Revenue and ...

This article first appeared on GuruFocus. Revenue: Record high of $717.5 million, up 26.8% year-over-year and 8.6% sequentially. Gross Margin: 16.5%, up 5.6 percentage points year-over-year and 3.5 percentage points sequentially. Net Profit Attributable to Shareholders: $30.6 million, up 385.9% year-over-year and 84.6% sequentially. …

Got $1,000? Taiwan Semiconductor Manufacturing's $100 Billion Arizona Investment Makes It a Must-Own Stock

Taiwan Semiconductor Manufacturing (NYSE: TSM) has been making huge investments to diversify its production base away from its home island of Taiwan. During its Q2 announcements, Taiwan declared it would invest another $100 billion in its Arizona production facilities, bringing its total to $265 …