Semiconductors & Semiconductor Equipment

Marvell’s $12 billion Google partnership fuels $120 billion revenue prospects, driving a 14% stock rally and boosting analyst targets.

After an AI‑driven rally, AIXTRON’s share price fell 6.1% to €39.61 amid broader semiconductor sell‑off, currency headwinds, and awaiting earnings clarity.

GRINM Advanced Materials rides Shanghai’s semiconductor rally, with high‑purity metals poised to meet soaring chip‑fab demand amid China’s tech‑growth push.

Qualcomm’s stock slips below its 52‑week low as tech markets wobble amid geopolitical tensions, yet its 5G‑centric lineup keeps investors watching future growth.

POET Technologies, a Toronto-based semiconductor pioneer, blends electronics and optics on a single chip—shaping tomorrow’s telecom, healthcare and AI solutions.

Quantum Emotion Corp: TSX Venture’s quantum‑random crypto firm faces steep volatility and a -62.43 P/E, yet offers unique security tech to finance, military and telecom.

Wolfspeed Q4 2026 earnings miss: $149.6M revenue, –$2.26 EPS, 10% stock dip, yet AI data‑center sales double—what this means for its debt and defense tech prospects.

Amkor Technology’s latest SEC filing reveals senior officer Mark Rogers trading 5,000 shares—offering insight into internal activity amid its strong semiconductor packaging leadership.

Credo Technology Group Holding: $52.7B market cap, high‑speed connectivity solutions, and resilient growth in the global IT sector.

AMD shares dip amid rising yields, yet CEO Lisa Su projects 80%+ server revenue growth—showing robust margins and a clear rebound path for investors.