Intel Corporation

NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel's $5bn deal with Nvidia is "symbolic in nature", says Financial Times

Intel stock got a downgrade from Citi. Partnership with Nvidia won't help?

ASML Holding N.V.

Bank of America believes that shares of Dutch chip equipment manufacturer ASML may become the main beneficiary of the deal between Nvidia and Intel for $5 billion. The bank's analyst raised the target price of the company's securities and retained the advice to buy them. BofA is convinced: strengthening of Intel's positions in the market of data centers and PCs will be a favorable factor for companies producing equipment for chip production.

BofA names the beneficiary of the Intel and Nvidia deal. Why could its stock rise 16%?

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories

AMD investors have changed their minds to panic over Nvidia and Intel alliance. What risks does it bring?

Broadcom Inc.

Micron Technology, Inc.

PHLX semiconductor index shows a 22% return relative to the beginning of 2025

Semiconductor stocks have the longest streak of growth in 8 years. Who's in the lead?

Credo Technology Group Holding Ltd

AI server communication systems developer Credo's revenue in the latest quarter was up 274% year-on-year, while Nvidia's was up 56% year-on-year

A small company reported better than all AI beneficiaries. Why does Wall Street love it?

KLA Corporation

Applied Materials, Inc.

Lam Research Corporation

The ban would limit Samsung and SK Hynix's ability to manufacture chips in China and jeopardize Beijing's access to a range of technologies

The US has banned shipments of chipmaker equipment to China. Who will lose from this?

Cambricon Technologies Corporation Limited

Semiconductor Manufacturing International Corporation

Factories producing processors for Huawei are increasing capacity after the U.S. restricted China's access to Nvidia's flagship chips

FT: China wants to triple output of AI chips in race with US. Which companies are at the forefront

The high valuation of Intel's stock largely reflects not the company's success but the extent of its profitability decline in recent years, according to Bloomberg

Intel shares plunged 7% in a day. They're overheating like the dot-com era - Bloomberg

White House could become largest shareholder in processor maker

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

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

AI chip memory market will grow at an average annual rate of 30% through 2030, manufacturers estimate

"A slap in the face to all the bears": Mizuho raises Micron target after improved outlook

Apple Inc.

Apple announced the largest investment in its history in American companies and manufacturing. Ilon Musk's SpaceX competitor Firefly Aerospace, a rocket company with a valuation of $6.3 billion, is entering the market. Donald Trump announced that he will impose a 100% duty on chip imports, and also raised tariffs on Indian goods to 50% in response to the purchase of Russian oil. On these and other topics - in our review of key events for the morning of August 7.

Semiconductors