Intel Corporation

The US will become the chipmaker's largest shareholder as a result of the deal

Intel has warned of risks due to the US government's acquisition of 10% of its shares

Intel stock outperforms the S&amp;P 500 index by more than double its 2025 growth rate

Trump confirmed that Intel agrees to give the U.S. a 10% stake. Quotes soared 7%

NVIDIA Corporation

Broadcom Inc.

Micron Technology, Inc.

SOX semiconductor index back to highs after declines

Citi expects the rally in semiconductor stocks to continue. Which securities does he advise?

Trump allows sales of more powerful Nvidia chips in China, but regulatory approval in question

Nvidia is developing a new chip for China. How is the company trying to win back an important market?

White House could become largest shareholder in processor maker

Trump administration may get 10% of Intel stock. Why did the stock plummet?

Entegris, Inc.

Microsoft Corporation

Microsoft has become the second largest new position in the renowned investor's portfolio

Betting on chips and banks: how has billionaire Druckenmiller's portfolio changed?

The key, according to the analyst, remains the availability of orders, as without them the new Intel plant will not pay off

'Burn tens of billions': Bernstein doubts U.S. government involvement will help Intel

SiTime Corporation

The company literally provides the "heartbeat" of the chips

UBS advised buying shares of the Apple supplier. It is the next beneficiary of the AI boom

Advanced Micro Devices, Inc.

Cambricon Technologies Corporation Limited

In addition to Nvidia, AMD's AI gas pedals are also subject to the restrictions

China has urged companies not to use Nvidia chips. How will this affect their exports?

Shares of both chipmakers fell in trading on Aug. 11

'Undercover racket': what Wall Street is saying about Nvidia and AMD's deal with the US

Taiwan Semiconductor Manufacturing Company Limited

The US will impose duties of 100% on chip imports, Donald Trump has announced. However, he maintains that the levies will not apply to companies that have pledged to manufacture semiconductors in the US. Nvidia shares and TSMC securities fell as much as 1.5% at one point in the postmarket, but quickly recovered the losses. Intel shares jumped more than 3%.

Trump threatened 100% duties on chip imports. Intel shares jumped by 3%

Astera Labs, Inc.

Analysts believe demand for the chipmaker's AI infrastructure products will increase

Chips