Applied Materials Inc
Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran
U.S. stocks soared on Wednesday after President Donald Trump announced a two-week ceasefire with Iran, and beaten-down tech names shared in the rally. Meta, Amazon, Alphabet and Nvidia led the way among the Magnificent 7 names. Chipmakers also soared, with Taiwan Semiconductor Manufacturing Co. gaining 7% and ASML, Applied Materials and Micron popping 9%. Lam […]
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AI’s next bottleneck: Why even the best chips made in the U.S. take a round trip to Taiwan
An underappreciated step in the chipmaking process is poised to become the next bottleneck for artificial intelligence. Every microchip used to power artificial intelligence must be put into hardware that can interact with the outside world. But right now, almost all of this chipmaking step, known as advanced packaging, happens in Asia, and capacity is […]
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Asian tech stocks surge as U.S.-Iran cease fire ease Hormuz disruption worries
Xeon server chips shown to CNBC inside Intel’s advanced packaging facility in Chandler, Arizona, on November 17, 2025. CNBC Asian technology and semiconductor stocks surged on Wednesday after the U.S. and Iran agreed to a conditional two-week ceasefire that includes a temporary reopening of the Strait of Hormuz. The news sent major indexes in Asian […]
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Strait of Hormuz blockage upends global helium supply. This U.S. company could benefit
Exxon Mobil stands to gain as the Middle East war continues to squeeze global helium supply , according to UBS. The five-week-old war against Iran could pose a threat to the semiconductor sector, alongside other industries that depend on helium, such as medical imaging and space rockets. The U.S. Geological Survey estimates that before the […]
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Three niche commodity prices are surging. What they show about China’s grip on supply chains
Almonty’s tungsten mine in Sangdong, South Korea, in March 2026. Almonty BEIJING — The Iran war is squeezing a global commodities market already pressured by China’s export controls and stockpiling efforts. Prices of three niche elements — tungsten, sulfur and helium — have climbed sharply in recent weeks. While none of the commodities are traded […]
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Apple expands U.S. manufacturing pledge, putting a third portfolio name under its umbrella
Apple is widening its push to expand manufacturing in the United States, adding several new partners, including Qnity Electronics , to the mix. It is a win-win for both Club companies and their investors. Apple on Thursday announced that chip-materials maker Qnity — along with Face ID component supplier Cirrus Logic , and sensor makers […]
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Apple expands American manufacturing program with four new partners
U.S. President Donald Trump and Apple CEO Tim Cook shake hands on the day they present Apple’s announcement of a $100 billion investment in U.S. manufacturing, in the Oval Office at the White House in Washington, D.C., U.S., August 6, 2025. Jonathan Ernst | Reuters Apple announced a significant expansion of its American Manufacturing Program […]
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SK Hynix files confidentially for U.S. listing as it rides ‘unprecedented growth’ in memory market
A SK Hynix flag (R) and a South Korean national flag (L) flutter outside the company’s Bundang office in Seongnam on Jan. 26, 2024. Jung Yeon-je | Afp | Getty Images SK Hynix revealed Wednesday that it made a confidential filing with the U.S. Securities and Exchange Commission for a potential listing on Wall Street […]
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Arm stock pops 6% as CEO Haas issues $15 billion revenue expectation for new chip
Arm Holdings stock popped 6% in after-hours trading on Tuesday as CEO Rene Haas announced 2031 annual revenue expectations that were more than six times what it was in 2025. Haas unveiled Arm’s first in-house chip on Tuesday at an event in San Francisco, with Meta as the initial customer. CNBC got an exclusive first […]
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Memory crisis latest: What we learned from the world’s top producers this week
The world’s top memory chip makers made plenty of headlines this week, capped by Micron delivering one of the strongest earnings reports of this artificial intelligence cycle. Micron posted revenue and earnings miles ahead of already high expectations, and guidance pointing to roughly 80% gross margins next quarter. And yet the stock sank. The market […]
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