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Amazon and AMD Increase Holdings in Marvell, Highlighting Potential to Replace Nvidia in AI

Giga Computing Rolls Out BIOS Update to Support AMD EPYC 8005 CPUs

Jiangsu Secretary Meets AMD CEO: Deepen Cooperation and Increase Investment in Jiangsu

MaxLinear Unveils Coronado and Laguna Series USB UART Chips to Empower AI Data Centers

Investment bank Evercore ISI raises AMD's price target to $579

Citi Raises AMD Price Target to $460 on AI Demand Boom

SiTime Plans $1.1B Convertible Note Issuance to Acquire Part of Renesas Electronics

Citi raises Micron Technology target price from $425 to $840

AMD's Su: AI Creates New CPU Positioning, Predicts 1:1 CPU-GPU Ratio by 2026

Mizuho Raises AMD Price Target to $515 on Strong Server Demand

SambaNova and Intel Expand Collaboration to Develop Heterogeneous Hardware Solution for Optimized AI Performance

Intel states that PCs are evolving into an entry point for intelligent experiences

MACOM Reports Q2 2026 Earnings, Issues Q3 Guidance Driven by AI Demand

Intel CEO States 18A Process Yields Have Recovered Significantly, Drawing Increased External Customer Interest

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

AMD to Present at Bank of America Global Technology Conference

AMD Executive to Present at J.P. Morgan Technology Conference

Intel Urges PC Makers to Adopt 18A Chips Amid Old CPU Shortage

Beijing to Meet with AMD CEO Lisa Su to Discuss AI Chip Cooperation

AMD CEO Lisa Su: China Has One of the Most Vibrant AI Ecosystems in the World

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What's Going On With POET Technologies Stock Today?

POET

FTXL

SOXX

SOXL

POET Technologies Inc. (NASDAQ:POET) shares fell 4.12% despite raising $400 million through a registered direct offering to enhance AI manufacturing and R&D. The funding aims to expand production capacity and support corporate development, crucial for competing in the AI infrastructure market. Currently trading at $13.64, the stock shows strong upward momentum, with a 12-month gain of 181.01%. Key resistance is at $15.50, while support is at $11.31. Investors anticipate the next earnings report on August 10, 2026.

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POET Tech

VanEck Semiconductor ETF

First Trust Nasdaq Food & Semicon

iShares Semiconductor ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

AMBQ

Ambiq Micro has unveiled a strategy to enhance its edge AI chip offerings, targeting net sales of $72.5 million by 2025. The company anticipates a 73%-79% increase in net sales for 2Q26, with non-personal device sales expected to double in 2026. The SPOT platform promises a 2-5x power advantage for AI models, while the Atomiq platform is set for tape-out in late 2026, with significant revenue expected by 2028.

PUBT

Ambiq Micro

Ambiq publishes corporate presentation on SPOT platform powering edge AI chips

SOXQ

DRAM

GraniteShares has filed for an 'Autocallable DRAM ETF' amid a surge in memory chip demand, following a strong rally led by Micron Technology. This move reflects Wall Street's shift towards complex financial products as the DRAM ETF gains popularity, having increased nearly 80% since its April launch. The demand for memory chips, crucial for AI infrastructure, has led to significant price hikes and earnings growth in the sector, despite warnings of potential market overheating.

- The AI memory-chip trade is progressing into a speculative phase with new ETF filings, including an Autocallable DRAM ETF by GraniteShares.  
- The DRAM ETF has surged almost 80% since April, driven by demand for high-bandwidth memory related to AI, while major memory stocks have experienced significant price increases.  
- However, warnings of overheating and bubble-like conditions in the semiconductor market are emerging, as the rapid shift to complex financial products reflects the strong investor interest in DRAM.

Micron Tech

Invesco PHLX Semiconductor ETF

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GraniteShares 2x Long MU Daily ETF

Roundhill Memory ETF

Samsung Electronics 

Sandisk

Western Digital

Seagate Tech

OpenAI

Microsoft

NVIDIA

Samsung Electronics Co., Ltd. Sponsored GDR

Sandisk - WI

Western Digital - WI

NVIDIA Corporation

GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF

GOOGL

GOOG

GOOW

GGLL

In recent news, a new accelerator chip called VerTQ has been introduced, which incorporates Google's TurboQuant algorithm. This innovative chip has successfully reduced the KV cache memory usage of Large Language Models by an impressive factor of 4.3x. Remarkably, despite this reduction, it has been able to maintain or even improve the performance of the models it supports. Notably, VerTQ was autonomously developed by Conductor 2.0, Verkor's secondary project.

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Alphabet

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Verkor Launches Industry's First TurboQuant LLM Inference Accelerator Silicon IP

SNDK

Citigroup has raised its price target for Sandisk (NASDAQ:SNDK) from $1,300 to $2,025, maintaining a 'buy' rating. This suggests a potential upside of 54.67% from the previous close. Other firms have also set varying price targets, with an average rating of 'Moderate Buy' and a target price of $1,157.14. Sandisk's stock recently traded down 1.8% to $1,309.21, following a strong earnings report showing a 251% revenue increase year-over-year.

Market Beat

Citigroup

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Citigroup Issues Positive Forecast for Sandisk (NASDAQ:SNDK) Stock Price

Analog Devices Inc. (ADI) is reportedly in advanced talks to acquire Empower Semiconductor, a startup specializing in integrated voltage regulators (IVRs), for $1.5 billion. Empower's IVRs are designed to enhance power delivery for AI processors by integrating multiple power supplies into a single chip, significantly reducing size and improving efficiency. This acquisition highlights the growing importance of power management solutions in AI computing, as ADI aims to strengthen its position in the power semiconductor market.

EE Times

Analog Devices

Infineon Technologies AG

Infineon Technologies

Monolithic Power

Vicor

ADI to Acquire IVR Tech to Join Data Center’s Power Gold Rush

Micron and SanDisk stocks have fallen, but Melius Research analyst Ben Reitzes remains optimistic, raising Micron's price target to $1,100 and SanDisk's to $2,350, indicating potential upsides of 61% and 76%, respectively. He believes AI demand is stabilizing memory companies, with major cloud firms securing long-term supply deals. Micron's high-bandwidth memory is sold out through 2027, enhancing its pricing power. Both stocks hold Strong Buy ratings, though analysts predict slight downside for Micron and 10% upside for SanDisk.

- Memory chip stocks Micron (MU) and SanDisk (SNDK) are experiencing a decline amid a selloff in AI memory stocks, despite optimistic views from analyst Ben Reitzes.  
- Reitzes raised his price targets significantly for both companies, citing strong AI demand and long-term supply agreements as factors stabilizing future revenue.  
- He believes that Micron's high-bandwidth memory (HBM) supply issues and the growing need for flash storage in enterprise AI data centers will continue to drive demand for these memory stocks.

Tip Ranks

Intel

Marvell Tech

Micron and SanDisk Stocks Fall, but One Top Analyst Sees Massive Upside Ahead

159995

588170

According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CSI All Share Integrated Circuit ETF

China Southern CSI Semiconductor Industry Custom ETF

Global X Robotics & Artificial

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

iShares Future AI & Tech ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

Caspia Technologies has announced significant enhancements to its CODAx security verification product, introducing AI-driven features, Asset Assist and Report Assist, which streamline security analysis and improve usability for design teams. The updates aim to automate asset identification and violation triage, reducing verification time from weeks to minutes. Caspia will share insights through a podcast and webinar, and will exhibit at the 63rd DAC Chips to Systems Conference in July.

prnewswire

09:00 ETCaspia Technologies Significantly Expands Agentic Silicon Security Verification with New Release of CODAx

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INTC

Microsoft: The new devices are powered by Intel processors. $INTC

INTEL-T

GraniteShares 2x Long INTC Daily ETF

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YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

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Microsoft: The new devices are powered by Intel processors. $INTC

Analysts from Melius Research and Bank of America have raised Micron's price targets to $1,100 and $950, respectively, driven by AI demand and supply constraints. Despite trading above $700, analysts consider Micron's forward P/E of near 8 and strong earnings growth as reasonable. The stock has experienced significant volatility, rising from $300 to over $800 before a recent decline due to sector concerns.

- Melius Research and Bank of America have raised their price targets for Micron to $1,100 and $950, respectively, driven by AI demand and supply issues.  
- Although Micron's stock is currently above $700, its forward P/E ratio of approximately 8 and strong earnings growth suggest it remains fairly valued, according to many analysts.  
- The stock has seen significant volatility, rising from $300 to over $800 before recently declining, influenced by broader sector uncertainties and geopolitical factors.

Bank of America

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Bank of America Corp

Analysts lift Micron targets past $1,000 amid AI boom

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

The Samsung Electronics labor union is reportedly poised to launch an 18-day mass strike on May 21, involving approximately 50,000 employees. Reports indicate that Samsung has already initiated production cuts ahead of schedule, prioritizing the supply of AI-related products such as HBM. Industry analysts project that this event could disrupt the global supply of DRAM and NAND, potentially allowing competitors—such as SK Hynix and Micron—to capture additional orders. Amidst the AI ​​boom, will the memory chip market experience a new wave of price increases?

Countdown to Samsung Strike: Are Memory Chip Prices Set to Rise?

Samsung Electronics faces a strike involving 40,000 employees starting May 21 after labor negotiations broke down. This has led to increased interest in Micron Technology, which is expected to benefit from the disruption, with retail investors predicting its stock could reach $1,300. Micron's stock has surged 140% recently, driven by its unique position as a US-based supplier of memory chips. Analysts warn that the strike could significantly impact global memory chip production and Samsung's profits, with potential losses reaching $671 million per day.

- The final negotiations between Samsung Electronics and the union failed on May 13, leading to an impending strike involving over 40,000 workers starting May 21.  
- This event has driven interest in Micron Technology, as analysts predict significant gains due to supply constraints, with stock prices soaring approximately 140% over the past month.  
- However, this situation is characterized as a "binary gamble," with potential for sharp price reversals if the strike is settled quickly.

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Samsung's 40,000-person strike countdown ends in 8 days; retail investors predict Micron will reach $1,300.

Bridget

Dividend Collector

Well 2 situations will happen!- if he don't respect as knowing his past attitude market will start to crash again. - if he tone down abit market will show prospect of win-win situation to evolve. All along this what the Chinese market wants to achieve. They always wanted a part of the pie as part of global involvement not a global police.And today just looking at China, evolvement from past. There strength like Trump always say ..stronger like never before.

SPDR S&P Semicon(XSD.US)

What's Going On With POET Technologies Stock Today?

Ambiq publishes corporate presentation on SPOT platform powering edge AI chips

GraniteShares Goes Down The AI Memory Lane, Eyes An Autocallable DRAM ETF

Verkor Launches Industry's First TurboQuant LLM Inference Accelerator Silicon IP

Citigroup Issues Positive Forecast for Sandisk (NASDAQ:SNDK) Stock Price