TSMC
The global semiconductor market experienced a seismic shift on January 15, 2026, as Taiwan Semiconductor Manufacturing Company (NYSE:TSM) released a fourth-quarter earnings report that shattered even the most optimistic analyst projections. The results, characterized by record-breaking revenue and a massive upward revision in capital spending, sent an unmistakable signal
Microsoft
The technology sector entered a period of intense volatility this week as Microsoft Corp. (NASDAQ: MSFT) saw its shares slide following the White House’s formal implementation of a 25% "Silicon Surcharge" on high-performance semiconductors. The new trade policy, part of a broader "Pax Silica" initiative
TSMC
The silicon landscape shifted decisively today as Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a monumental fourth-quarter earnings beat, fueled by an insatiable global appetite for artificial intelligence. The world’s largest contract chipmaker reported a net profit of NT$505.74 billion (approx. US$16 billion) for the quarter
AMD
Despite a flurry of groundbreaking announcements at CES 2026, Advanced Micro Devices (NASDAQ: AMD) saw its stock trajectory stall in early January, leaving investors questioning the gap between technological milestones and market valuation. While CEO Dr. Lisa Su delivered a keynote that solidified the company’s transition into an AI-first
Intel
The semiconductor landscape reached a definitive turning point on January 13, 2026, as Intel (NASDAQ:INTC) shares climbed nearly 5% to settle at $46.14. This rally was fueled by a dual-engine of positive momentum: the successful high-volume manufacturing (HVM) launch of its 18A process node and a cooler-than-expected Consumer
AMD
LAS VEGAS — January 7, 2026 — Advanced Micro Devices (NASDAQ:AMD) kicked off the 2026 Consumer Electronics Show (CES) with a relentless offensive in the artificial intelligence hardware war, unveiling a suite of "yotta-scale" data center GPUs and next-generation AI PC processors. Despite a keynote that promised a 1,
AI
LAS VEGAS — As the neon lights of the Las Vegas Strip flicker against the backdrop of the 2026 Consumer Electronics Show (CES), the narrative of the technology industry has officially shifted. The "Year of the Chatbot" is a memory; 2026 has been christened the year of "Physical
CES 2026
As the tech world converges on Las Vegas for CES 2026, the atmosphere is electric with a fundamental shift in the artificial intelligence narrative. No longer content with simple generative chatbots, the industry has pivoted toward "Agentic AI"—autonomous systems capable of reasoning, planning, and executing complex tasks
Semiconductors
The global semiconductor sector has ignited in the opening days of 2026, as the "AI Supercycle" transitions from a speculative gold rush into a mature, utility-driven infrastructure era. Leading the charge is the newly independent SanDisk Corporation (NASDAQ: SNDK), which has seen its valuation skyrocket following its successful
Nvidia
The Consumer Electronics Show (CES) 2026 has opened in Las Vegas with a fervor not seen since the dawn of the internet age, as the semiconductor industry officially crossed the historic $1 trillion market milestone. At the heart of this resurgence are Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD), whose
Intel
As the first week of 2026 unfolds, Intel Corporation (NASDAQ:INTC) has emerged as the primary protagonist of the global technology sector. After years of navigating a turbulent turnaround strategy, the Santa Clara chipmaker has solidified its position as a "top mover" in the financial markets, with its
Semiconductors
As of January 6, 2026, the semiconductor industry has transitioned from the speculative "AI gold rush" into a mature, trillion-dollar infrastructure era. The sector pulse is currently defined by a widening divergence in performance between the undisputed leader, NVIDIA (NASDAQ: NVDA), and its primary challengers, Advanced Micro Devices