Intel Corporation

Tesla, Inc.

Bonds hit their highest level since mid-January

Intel will help Musk with chips for robots and data centers in space. Shares jumped

ASML Holding N.V.

New US sanctions could deprive the company of some of its revenue

ASML shares fall nearly 5% on risk of new US restrictions on business with China

Samsung Electronics Co., Ltd.

Shares of South Korean technology giant Samsung Electronics rose 4.8% momentarily on April 7 after the company <a href="https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-first-quarter-2026">forecast</a> record quarterly profit amid strong demand for chips for artificial intelligence, CNBC <a href="https://www.cnbc.com/2026/04/07/samsung-shares-rise-nearly-5percent-on-record-breaking-earnings-forecast-buoyed-by-ai-chip-demand.html">wrote</a>. Growth later slowed, with the papers adding 1.7% at the close of trading in South Korea. Since the beginning of the year, they have risen almost 64%.

Samsung shares jump on forecast of eightfold profit growth

NVIDIA Corporation

SK hynix Inc.

Micron Technology, Inc.

The lowered plans are due to delays in getting enough high-bandwidth memory from SK Hynix and Micron Technology

Nvidia could drastically cut back on new chip production due to memory shortages. What about the stock?

A group of U.S. lawmakers has proposed a bill that would tighten restrictions on exports of semiconductor manufacturing equipment to China, including a ban on servicing installations already delivered. These actions by U.S. lawmakers could affect Europe's most <a href="https://companiesmarketcap.com/european-union/largest-companies-in-the-eu-by-market-cap/">expensive</a> company ASML and a number of others.

U.S. prepares new restrictions on China's chip manufacturing. Which stocks will be affected?

Apollo Global Management, Inc.

Brookfield Corporation

The share surge followed the decision to buy out a stake in a plant in Ireland

'Major brake': UBS finds new driver for Intel stock after 14% rise

Sandisk Corporation

A bank analyst says investors should ignore the information noise around the memory market

Mizuho recommended buying Micron and Sandisk shares on the downturn. He doesn't see Google as a threat

Intel sold a stake in the Irish plant two years ago for $11.2 billion

Intel's stock soared. After a year of savings, it will spend $14 billion on a plant buyback

Arm Holdings plc

Following the announcement of the company's proprietary chip, several analysts immediately advised building a stake in its stock

Arm stock is advised to buy by 70% of Wall Street analysts. There have never been so many "bulls" before

Helium shortages amid the conflict in the Middle East have begun to affect global supply chains in the technology sector. Chip manufacturers and their suppliers are forced to urgently seek alternative sources of raw materials, Reuters <a href="https://www.reuters.com/world/asia-pacific/helium-shortage-has-started-impacting-tech-supply-chains-execs-say-2026-03-26/">reports</a> citing industry representatives. In case of prolonged disruptions, helium shortages could affect a wide range of industries - from electronics to the automotive industry, the agency's interlocutors warned.

'Chip output at risk': business warned of raw material shortages due to war with Iran

Arm expects the new chip, whose production the company announced the day before, to generate about $15 billion in revenue by 2031

Arm shares soared 20%. They were advised to buy them by analysts at Raymond James

Meta Platforms, Inc.

Advanced Micro Devices, Inc.

This is a radical reversal of Arm's business model, which has been called the "Switzerland" of the semiconductor industry

Chips