#semiconductors — FinScans

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Micron Emerges as Key AI Infrastructure Play Amidst Memory Supply Bottlenecks

September 12, 2026 (15 days ago)

Micron Technology stands to benefit from the AI infrastructure boom as memory shortages drive pricing power, positioning the chipmaker as a vital,…

MU NVDA PLTR

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Analog Devices Acquires Alif Semiconductor to Expand Edge AI Capabilities

September 12, 2026 (15 days ago)

Analog Devices targets the edge AI market with the acquisition of Alif Semiconductor, positioning its sensor technology for robotics and medical devices…

ADI NVDA

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Broadcom Valuation Gap Widens as AI Revenue Targets Double to $230 Billion

September 12, 2026 (15 days ago)

Broadcom offers a compelling risk-reward profile with a 19x forward P/E as its custom XPU business challenges NVIDIA's dominance, despite NVIDIA's massive…

AVGO NVDA

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TSMC August Revenue Surges 53% to Record NT$514.8 Billion on AI Demand

September 12, 2026 (15 days ago)

TSMC posts a 53.3% revenue jump in August as AI-driven demand keeps advanced chip production at full capacity, while a new partnership…

TSM ASML NVDA

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TSMC August Revenue Surges 53% YoY on Strong AI Chip Demand

September 12, 2026 (15 days ago)

TSMC revenue climbed 53.3% in August as the contract chipmaker struggles to meet surging demand for advanced manufacturing processes, benefiting key partners…

TSM NVDA

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Nvidia Rallies 23% YTD as AI Supercycle Drives Record Revenue Growth

September 12, 2026 (15 days ago)

Nvidia is outpacing the S&P 500 as its AI-driven growth accelerates, with fiscal revenue reaching $96.2 billion and strong fundamentals supporting a…

NVDA

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Nvidia Shares Poised for 42% Upside as Wall Street Targets $327 Price

September 12, 2026 (15 days ago)

Following a massive Q2 earnings beat, Wall Street analysts maintain a bullish outlook on Nvidia, projecting a 42% share price increase to…

NVDA

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MediaTek Sales Surge 44% as Nvidia and Google Back AI Chip Expansion

September 12, 2026 (15 days ago)

MediaTek's monthly revenue climbed 44% to $2 billion, supported by strategic backing from Nvidia and an upcoming AI chip partnership with Google.

NVDA GOOG

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AMD and Broadcom Rally as AI Infrastructure Demand Defies Market Skepticism

September 12, 2026 (15 days ago)

AMD and Broadcom shares face market skepticism despite record-breaking earnings, as analysts highlight long-term growth potential in AI-driven CPU demand and custom…

AVGO AMD

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TSMC August Revenue Jumps 53% as AI Chip Demand Bolsters Nvidia Outlook

September 11, 2026 (16 days ago)

TSMC's record August revenue growth of 53% signals sustained AI demand, offering a bullish indicator for Nvidia's data center revenue and long-term…

NVDA TSM

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Marvell Shares Rally 5% as Piper Sandler Initiates Coverage With $270 Target

September 11, 2026 (16 days ago)

Marvell Technology surged 5% following a bullish initiation from Piper Sandler, outpacing the SOXX and QQQ as investors focus on the company's…

MRVL AVGO SOXX +2

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Broadcom and AMD AI Revenue Surge Challenges Nvidia Market Dominance

September 11, 2026 (16 days ago)

Broadcom and AMD are mounting credible challenges to Nvidia's AI dominance as both firms report triple-digit growth in data center and AI-specific…

AVGO AMD NVDA

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