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Sunday, October 18, 2026
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Semiconductors
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Broadcom Q2 Revenue, EPS Up; Shares Decline Despite Strong Guidance
AI semiconductor revenue grew 143% in Q2.
Nvidia Launches Arm PC Chip for Microsoft, Dell, HP Laptops
Set for fall release in new Windows PCs.
Samsung Electronics Union Accepts 5.1% Wage Deal, Averting Strike
South Korea union ends months of negotiations.
SK Hynix Market Cap Exceeds 100 Trillion Won Amid AI Demand
Share price rose 11% due to AI-linked investor demand.
Arm Holdings Projects Q1 Revenue Above Estimates Amid AI Demand
Q1 forecast of $1 billion midpoint surpasses analyst estimates.
US Semiconductor Stocks Rise Following Intel Revenue Forecast
Intels Q3 forecast beat estimates on AI, PC stability.
AMD Shares Rise Over 12% Following Intel’s Strong Earnings Report
Intels CPU demand forecast boosts broader semiconductor sector.
Marvell Shares Increase on Reported Google AI Chip Talks
Talks concern two custom AI chips for efficiency.
Jim Cramer’s Trust Sells Broadcom Shares Following Stock Rally
Sale follows 25% stock increase in April.
Broadcom Expands AI Chip Deals with Google and Anthropic
Agreements involve future Google TPUs and computing capacity.
Broadcom, Google Formalize AI Chip Development Deal Through 2031
Broadcom to supply custom TPUs for Google data centers.
South Korea’s March Exports Projected Up 11.5% on Semiconductor Demand
Imports and trade surplus also forecast to rise.
Nvidia to Report Q4 Earnings Amid Increased Tech AI Spending
Focus on AI chip demand and Groq acquisition.
Imec Opens €2.5B Semiconductor Pilot Line in Belgium for Sub-2nm Chips
Facility advances sub-2nm chip research, backed by EU Chips Act.
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