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finance.yahoo.com Analyst action

Intel's Packaging Progress Points to Google

This article first appeared on GuruFocus. Intel Corp. (INTC, Financials), the semiconductor company expanding into contract manufacturing and advanced packaging, may be moving closer to a major agreement involving Google's custom artificial intelligence chips. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is INTC fairly valued? Test your thesis with our free DCF calculator. MediaTek said Intel's …

Provider-linked mention 🇹🇼 Taiwan
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Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
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finance.yahoo.com Earnings Provider-linked mention 🇹🇼 Taiwan

MediaTek Wants 20% of Custom AI Chips. Alphabet (GOOGL) Could Win Before Broadcom (AVGO) Loses

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇹🇼 Taiwan

MediaTek Inc (TPE:2454) (Q2 2026) Earnings Call Highlights: AI ASIC Momentum Drives Record ...

This article first appeared on GuruFocus. Revenue: NT$152.2 billion, up 2% sequentially and up 1.2% year-over-year. Gross Margin: 46.2%, down 0.1 percentage point sequentially and down 2.9 percentage points year-over-year. Operating Expenses: NT$47.4 billion, compared with NT$46.2 billion in the previous quarter and NT$44.5 …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026

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finance.yahoo.com Earnings Provider-linked mention 🇹🇼 Taiwan

Silicon Motion Technology (SIMO) And MediaTek Team Up For AI Ready Vehicle Storage

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Silicon Motion Technology and MediaTek are teaming up to present advanced automotive storage solutions for AI-ready vehicles. The companies plan a joint keynote …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Main company 🇹🇼 Taiwan

MediaTek plans $5 billion financing for AI data-center chips

By Wen-Yee Lee TAIPEI, July 31 (Reuters) - MediaTek, Taiwan's largest chip designer, said on Friday its board had approved a discretionary financing budget of $5 billion to support long-term growth, including ‌its expansion into AI chips for data centers. The plan highlights the …

2454 main company
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Provider-linked mention 🇹🇼 Taiwan

Silicon Motion and MediaTek to Showcase Advanced Storage Solutions for Next-Generation AI-Ready Automotive Platforms at FMS 2026 Keynote

Joint keynote showcases intelligent storage for next-generation AI-driven vehicles. TAIPEI, Taiwan, July 31, 2026--(BUSINESS WIRE)--Silicon Motion Technology Corporation (NasdaqGS: SIMO), a global leader in designing and marketing NAND flash controllers for solid-state storage devices, today announced that MediaTek will join Silicon Motion on stage …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Deals and strategy Provider-linked mention 🇹🇼 Taiwan

ChipAgents raises $60 million, expands Nvidia partnership

ChipAgents announced an additional $60 million in Series A2 financing on Wednesday, bringing its total Series A funding to $134 million, as the chip design software company also expanded its partnership with Nvidia. B Capital led the new round, with existing investors Bessemer Venture …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Market update Provider-linked mention 🇹🇼 Taiwan

Samsung, SK Hynix slide amid Nvidia financing worries, China competition

By Heekyong Yang SEOUL, July 28 (Reuters) - South Korean chip stocks slumped on Tuesday, with Samsung Electronics and SK Hynix falling as much as ‌9.5% and 10.9%, respectively, as investors dumped AI-related bets amid mounting concerns ‌over financing risks tied to AI infrastructure …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇹🇼 Taiwan

No Matter Who Wins the Smartphone and AI Chip Races, ARM Stock Still Benefits

Research firm IDC published its first-quarter AI infrastructure numbers this week, and one line stood out. Arm (ARM) has overtaken x86 as the biggest platform in AI servers. Accelerated server value on Arm climbed to $53 billion in the quarter, from below $30 billion …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇹🇼 Taiwan

Intel, KLA Corporation, Lam Research, Marvell Technology, and Micron Shares Skyrocket, What You Need To Know

What Happened? A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇹🇼 Taiwan

Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know

Seagate, Western Digital, FormFactor, Amkor, and Teradyne Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026
finance.yahoo.com Earnings Provider-linked mention 🇹🇼 Taiwan

Chip stocks extend global rebound following last week’s rout

Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday's recovery from last week's broad selloff in the sector. The rebound gathered pace overnight in Asia. In Taiwan, TSMC, the world's largest contract chipmaker, gained 3.9%, while Foxconn Technology Group …

2454 mentioned
Sharemaestro market context Trend signal active 52 weeks +215.1% 2454 stored weekly price path from 15 Aug 2025 to 14 Aug 2026

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