Marvell stock closed up 18.35% on Friday after the company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand
Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand
Marvell shares ripped 20% higher on Friday as the company posted an earnings beat and issued strong guidance, expecting robust artificial intelligence demand to continue.
Asia's smaller chip companies are hiking prices like their bigger peers as AI demand fuels capex; TrendForce: the leaders will spend $136B+ in 2026, up 25%+ YoY
South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand
South Korea's exports extended their growth momentum in early February, driven by resilient semiconductor demand even as trade uncertainty persists over US tariff policy.
German chipmaker Infineon reports Q1 revenue up 7% YoY to €3.66B, vs. €3.62B est., plans to raise investments to ~€2.7B in 2026, and forecasts growing AI demand
Infineon Technologies AG said it will ramp up its investment in technology for artificial intelligence …
Taiwan's GDP rose 12.68% in Q4 2025, its fastest quarterly growth since 1987; full-year GDP grew 8.63%, topping the 7.5% forecast on AI demand for tech products
Taiwan's economy expanded at the quickest pace for a quarter since 1987, propelled by unquenchable demand for the tech goods needed to develop AI.
Samsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings
Kim Jaewon /Nikkei Asia:
SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia
SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia
Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers …
SanDisk's stock has surged ~1,000% in the past five months, driven by AI demand for its chips, which have a cost advantage thanks to its 20-year JV with Kioxia
Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers …