Wolfspeed and Navitas shares rise after Vicor boosts guidance and Huawei unveils its LogicFolding chip design, triggering a rally in Chinese semiconductor stocks like SMIC.
SK Hynix and Intel are teaming up on faster AI chip tech, offering an alternative to TSMC and helping reduce supply shortages worldwide.
Apple is exploring making chips in the US with Intel and Samsung to reduce risks and avoid shortages, but plans are still early.
Taiwan eased fund limits, letting investors buy more TSMC, boosting its stock to a record high on AI-driven growth.
TSMC will postpone using ASML’s most advanced high-NA EUV lithography machines until 2029 to cut costs. A13 chips entering production and new Arizona packaging plant also announced.
Taiwan Semiconductor Manufacturing Company expects 30%+ growth as AI chip demand surges, despite risks from the Middle East conflict.
