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Semiconductors Watchlist: Nvidia, Micron Surge


Semiconductors Watchlist: Nvidia, Micron Surge
See buy or sell recommendations for Nvidia, AMD, Qualcomm, Broadcom, Taiwan Semiconductor and more semiconductor stocks.
Author:
Apr 4, 2021 11:30 AM EDT
White House national security and economic officials will meet with semiconductor makers and auto company representatives later this month on April 12 to discuss the impact ongoing computer chip shortages are having on the U.S., according to a published report Thursday.
Nvidia Corp | Up 10.18%
Intel Corp | Up 4.08%
Intel  (
INTC) - Get Report in March announced plans to directly compete with TSMC for the business of manufacturing chips for other companies, with a $20 billion investment in two new factories in Arizona. The once-dominant chipmaker is trying to regain momentum and favor in the U.S. ....

Technology Hardware Amp Equipment , Semiconductors Amp Semiconductor Equipment , தொழில்நுட்பம் வன்பொருள் ஆம்ப் உபகரணங்கள் , குறைக்கடத்திகள் ஆம்ப் குறைக்கடத்தி உபகரணங்கள் ,

Chipmakers Rise on TSMC Plans to Ramp Up Chip Production


TSMC suppliers also surged on the news, buoyed in part also by Micron’s bullish forecast. Screen Holdings climbed 6%, Tokyo Electron rose 4.7% and ASM International jumped as much as 5.4% on Thursday. 
TSMC’s own share price was up 2.6% on the day.
Relied on by everyone from Apple and Qualcomm  (
QCOM) - Get Report to Nvidia and Advanced Micro Devices  (
AMD) - Get Report, TSMC is the world’s go-to semiconductor foundry, or producer of chips designed by others. The silicon it churns out goes into practically every modern piece of electronics, from smartphones and smart fridges to connected cars.
In a letter to customers obtained by Bloomberg, TSMC CEO C.C. Wei said the company’s fabs have been “running at over 100% utilization over the past 12 months,” but demand still outpaced supply. ....

United States , Taiwan Semiconductor Manufacturing , Advanced Micro Devices , Vaneck Vectors Semiconductor , Applied Materials , Screen Holdings , Samsung Electronics , Lam Research , Micron Technology , Tokyo Electron , Semiconductors Amp Semiconductor Equipment , Technology Hardware Amp Equipment , ஒன்றுபட்டது மாநிலங்களில் , டைவாந் குறைக்கடத்தி உற்பத்தி , பயன்படுத்தப்பட்டது பொருட்கள் , திரை ஹோல்டிங்ஸ் , சாம்சங் மின்னணுவியல் , லாம் ஆராய்ச்சி , மைக்ரான் தொழில்நுட்பம் , டோக்கியோ எதிர் மின்னணு , குறைக்கடத்திகள் ஆம்ப் குறைக்கடத்தி உபகரணங்கள் , தொழில்நுட்பம் வன்பொருள் ஆம்ப் உபகரணங்கள் ,

Micron Exits Chip Developed With Intel, Will Sell Utah Factory


Micron Exits Chip Developed With Intel, Will Sell Utah Factory
Micron exits a memory-chip venture with Intel and will increase investment in new products that leverage Compute Express Link.
Author:
Micron Technology  (
MU) - Get Report shares were little changed after the semiconductor titan said it’s exiting the memory chip that it partnered on with Intel  (
And it’s selling a Utah factory where this 3D XPoint chip was made.
The stock recently traded at $91.50, little changed. Micron shares have surged 82% in the six months through Tuesday. 
Shares of Intel, the Santa Clara, Calif., chip major, at last check slipped 1.2% to $64.03. ....

United States , Santa Clara , Micron Technology , Compute Express Link , Semiconductors Amp Semiconductor Equipment , ஒன்றுபட்டது மாநிலங்களில் , சாந்தா கிளாரா , மைக்ரான் தொழில்நுட்பம் , கணக்கிடு எக்ஸ்பிரஸ் இணைப்பு , குறைக்கடத்திகள் ஆம்ப் குறைக்கடத்தி உபகரணங்கள் ,