Ishares Semiconductor News Today

Pretty simple chart. All about the s p 500. So often, we talk about the wild swings, the 1 , 3 moves. Dayou can see in blue, 50 resistance level 2950. Yellow comedy 200 day at in yellow, the 200 day. We are getting a lot of intraday swings, long term, it doesnt seem like the s p is going anywhere soon. Im looking at the Ishares Semiconductor etf, which is seeing inflows even as we saw trade tensions. 250tors added about million on thursday, the largest inflow of the year, then added another 50 m...

ASE Technology reported net revenue growth of 1.5% Y/Y and decline of 17.3% Q/Q. Gross margin increased and diluted EPS missed consensus. Stock up 44% in 12 months.

Analyst initiated coverage on Qualcomm (QCOM) with Buy rating and $200 price target. Positioned to lead in AI and new markets, expects strong growth.

AMD expands its Versal adaptive SoC portfolio with new Gen 2 devices for AI inference, aiming for end-to-end acceleration of embedded systems.

Advanced Micro Devices, Inc (NASDAQ:AMD) has unveiled its Versal adaptive SoC portfolio expansion with the Versal AI Edge Series Gen 2 and Versal Prime Series Gen 2. These new devices aim to consolidate preprocessing, AI inference, and postprocessing into a single unit, aiming for the end-to-end acceleration of AI-driven embedded systems. The latest Versal Series Gen 2 devices build upon their predecessors by offering up to three times the TOPs-per-watt efficiency for the AI Edge Series and up t

TSMC commits to 60% local procurement for its Japan chip plant by 2030, boosting economy. No impact on revenue despite Taiwan earthquake.

Piper Sandler reiterated Overweight rating on AMD with $195 price target. Analyst highlights MI300's strong price-to-performance ratio and server business growth. AMD stock gained 86% in last 12 months.

Taiwan Semi, supplier for Nvidia, Apple, Intel, and AMD, sees surge in orders for cutting-edge 3nm chips. Plans to build factories in Taiwan and Japan.

Taiwan's leading chipmakers experienced strong demand for AI-related products, boosting February sales despite overall decline in tech industry.

Analyst maintains Buy ratings for NVDA & AMD with PTs of $195 & $925, respectively. Both stocks trading lower. Nvidia dominates data center market.