Semiconductor News & Analysis Feed

According to SemiAnalysis, Google is reportedly collaborating with AMD to develop its 10th-generation TPU, marking AMD's first major involvement in a custom AI ASIC project. While Google has already produced nine generations of proprietary TPUs with Broadcom as the silicon designer, this new collabo

In a CNBC Mad Money episode on August 11, 2026, financial commentator Jim Cramer endorsed NVIDIA's emerging 'compute bonds'—a novel financial instrument that uses artificial intelligence hardware as collateral, akin to mortgage-backed or auto loan securities. Cramer highlighted the growing recogniti

Applied Materials (AMAT) experienced a reduction in institutional holdings during Q2 2026, with TD Asset Management Inc. cutting its stake by 20.2%, selling 222,581 shares. Despite strong Q3 results—revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, exceeding estimates—AMAT’

Applied Materials delivered strong third-quarter results in 2026, with revenue up 24.8% year-over-year to $9.12 billion and adjusted EPS of $3.50, exceeding expectations. Management also provided a positive fourth-quarter outlook, forecasting revenue between $9.8 billion and $10.8 billion and EPS of

In the second quarter of 2026, TCW Group reduced its stake in Applied Materials (AMAT) by 1.7%, selling 2,822 shares while retaining 165,174 shares valued at approximately $119.4 million. Despite this reduction, Applied Materials delivered a strong quarterly performance, reporting $9.12 billion in r