Microsoft Corporation

Alphabet Inc.

Amazon.com, Inc.

Maia 200 is the highest performing chip among hyperscaler solutions, claims Microsoft

Microsoft has released a new AI chip. It will help reduce dependence on Nvidia

Intel Corporation

External customers will not contract with Intel until they are confident that the chipmaker can deliver high yields from the assembly line, analysts said

"The stock's rise was driven by a dream": why Intel posted its worst drop in two years

Intel can't deliver enough new processors to the market due to high defect rates

Intel gave a weak outlook for the quarter due to manufacturing issues. The stock is down 12%

Analysts at HSBC and Seaport have upgraded their ratings on Intel's stock, taking a positive view of signs of improvement in its contract chip business. This is despite the fact that the company is still far away from leadership in the industry, and new customers for the production of processors using Intel's new technology have not yet been named, <a href="https://www.marketwatch.com/story/intels-stock-pops-as-it-finds-a-growing-chorus-on-wall-street-bf46a73a">notes</a> MarketWatch. The chipmaker's shares rose 3.4% in trading on Jan. 20.

Intel's manufacturing successes lead to two ratings revisions. Is the crisis over?

Taiwan Semiconductor Manufacturing Company Limited

Several brokerage firms, including Goldman Sachs, JPMorgan Chase, and Macquarie Group, have raised their forecasts for Taiwan Semiconductor Manufacturing Co (TSMC) shares since the beginning of the year, underscoring continued optimism about the world's largest contract chipmaker after its record growth, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-07/tsmc-s-record-stock-rally-spurs-wall-street-rush-to-hike-targets?embedded-checkout=true">reports</a>.

Several banks have raised their forecasts for TSMC, with one predicting growth of 42%.

NVIDIA Corporation

Advanced Micro Devices, Inc.

AMD and Nvidia unveiled new platforms for AI data centers, robotics, and autonomous transportation at CES 2026, intensifying competition for the multibillion-dollar market for computing and "physical AI." Copper hit a new all-time high above $13,000 per ton amid risks of shortages and trade imbalances due to possible US tariffs. These and other topics are covered in our review of key events as of the morning of January 6.

Apple Inc.

Shares of the largest chip supplier for Nvidia and Apple rose amid expectations of another year of steady growth.

Goldman raised TSMC's target price by 35%. Shares have risen the most since April.

Nvidia announced a $5 billion investment in Intel in September

Reuters: Nvidia has stopped tests of Intel's chip release technology. Its shares fell

Nvidia shares jumped 4% in trading on December 19 thanks to two positive news. The U.S. authorities approved the company's investment in U.S. processor maker Intel in the amount of $5 billion. In addition, the White House began considering documents that will allow Nvidia to resume supplying China with its AI chips, Reuters has learned. Nvidia's securities remain attractive to investors because they are relatively cheap, Bernstein said.

Nvidia shares are up 4%. Why does Bernstein think they are still attractive?

Micron Technology, Inc.

The company's revenue grew by 57% in the reporting quarter

Micron improved its outlook due to rising demand for AI memory. The stock jumped 8%

The H200 is the second most powerful chip in the Nvidia lineup available to customers

Nvidia may increase production of H200 AI chips amid strong demand in China - Reuters

Earlier this week, Nvidia achieved a "lobbying victory" by avoiding another bill to tighten the terms of chip shipments to the PRC

Processors