Semiconductors & Semiconductor Equipment

China’s semiconductor market lifts Shanghai, Shenzhen and ChiNext indices on 7 January 2026, with memory‑chip and storage‑chip stocks driving a 1.25 % electronics sector rally and attracting strong institutional inflows for firms like North‑Capital …

ASML’s stock soars past €1,200 as analysts lift targets on booming EUV demand, TSMC expansions, and Intel’s prospects – a clear “big year” signal for investors.

Lam Research’s December‑quarter earnings call reveals how its front‑end wafer‑fabrication tools are poised to ride the AI‑driven semiconductor boom and what that means for investors.

Marvell’s $540 m XConn deal boosts AI‑infrastructure power, delivering low‑latency PCIe/CXL silicon for cloud‑edge workloads and sparking a bullish analyst wave.

Intel’s stock surge after Trump praise masks a high PE ratio and fierce competition, while new AI‑and‑gaming chips offer hope for a resilient comeback.

Skyworks Solutions Inc. tackles market volatility and Qorvo merger rumors while debuting the industry‑first SKY66424‑11 IoT RF module at CES 2026—boosting its innovation edge and investor appeal.

ARM’s new Physical AI division aims to win robotics and autonomous‑vehicle markets, but investors question if the shift can boost profits amid a 20% stock decline.

Discover how Zhejiang Chengchang’s power‑amplifier and low‑noise chip expertise positions it as a key player in defense and communication, driving stable shares on the Shenzhen exchange.

Skyworks launches the first fully integrated Wi‑SUN/LoRaWAN RF module, SKY66424‑11, at CES 2026—boosting IoT, smart‑city solutions while driving renewed growth for the chipmaker.

AXT Inc. stock shows modest volatility yet strong ten‑year gains; explore its semiconductor‑equipment growth, NASDAQ trends, and future upside potential.