The $56 Billion Bet: TSMC Ignites the AI ‘Giga-cycle’ with Record Capex for 2nm and A16 DominanceIn a move that has sent shockwaves through the global technology sector, Taiwan Semiconductor Manufacturing Company (
NYSE: TSM) officially announced on January 15, 2026, a historic capital expenditure budget of $52 billion to $56 billion for the 2026 fiscal year. This unprecedented financial commitment, representing a nearly 40% increase over the previous year, is designed [...]
India’s Silicon Revolution: Groundbreaking for Dholera Fab Marks Bold Leap Toward 2032 Semiconductor LeadershipThe landscape of global electronics manufacturing shifted significantly this week as India officially commenced the next phase of its ambitious semiconductor journey. The groundbreaking for the country’s first commercial semiconductor fabrication facility (fab) in the Dholera Special Investment Region (SIR) of Gujarat represents more than just a construction project; it is the physical manifestation of [...]
Applied Materials to Report Fiscal First Quarter 2026 Results on Feb. 12, 2026SANTA CLARA, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal first quarter 2026 earnings conference call on Thursday, Feb. 12, 2026, at 4:30 p.m. ET / 1:30 p.m. PT.
1 Reason to Sell AMAT and 1 Stock to Buy InsteadThe past six months have been a windfall for Applied Materials’s shareholders. The company’s stock price has jumped 74.6%, hitting $326.79 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
China Reaches 35% Semiconductor Equipment Self-Sufficiency Amid Advanced Lithography BreakthroughsAs of January 2026, China has officially reached a historic milestone in its quest for semiconductor sovereignty, with domestic equipment self-sufficiency surging to 35%. This figure, up from roughly 25% just two years ago, signals a decisive shift in the global technology landscape. Driven by aggressive state-led investment and the pressing need to bypass U.S.-led [...]
The Glass Age: Intel Debuts Xeon 6+ ‘Clearwater Forest’ at CES 2026 as First Mass-Produced Chip with Glass CoreThe semiconductor industry reached a historic inflection point this month at CES 2026, as Intel (
NASDAQ: INTC) officially unveiled the Xeon 6+ 'Clearwater Forest' processor. This launch marks the world’s first successful high-volume implementation of glass core substrates in a commercial CPU, signaling the beginning of what engineers are calling the "Glass Age" of computing. [...]
Spotting Winners: Applied Materials (NASDAQ:AMAT) And Semiconductor Manufacturing Stocks In Q3The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how semiconductor manufacturing stocks fared in Q3, starting with Applied Materials (
NASDAQ:AMAT).
The Glass Wall: Why Glass Substrates are the Newest Bottleneck in the AI Arms RaceAs of January 20, 2026, the artificial intelligence industry has reached a pivotal juncture where software sophistication is once again being outpaced by the physical limitations of hardware. Following major announcements at CES 2026, it has become clear that the traditional organic substrates used to house the world’s most powerful chips have reached their breaking [...]
Q3 Rundown: Applied Materials (NASDAQ:AMAT) Vs Other Semiconductor Manufacturing StocksEarnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Applied Materials (
NASDAQ:AMAT) and its peers.
Silicon Bridge: The Landmark US-Taiwan Accord That Redefines Global AI PowerThe global semiconductor landscape underwent a seismic shift last week with the official announcement of the U.S.-Taiwan Semiconductor Trade and Investment Agreement on January 15, 2026. Signed by the American Institute in Taiwan (AIT) and the Taipei Economic and Cultural Representative Office (TECRO), the deal—informally dubbed the "Silicon Pact"—represents the most significant intervention in tech [...]
The Glass Revolution: How Intel and Samsung Are Shattering the Silicon Packaging Ceiling for AI SuperchipsAs of January 19, 2026, the semiconductor industry has officially entered what many are calling the "Glass Age." Driven by the insatiable appetite for compute power required by generative AI, the world’s leading chipmakers have begun a historic transition from organic substrates to glass. This shift is not merely an incremental upgrade; it represents a [...]
China’s “Sovereign” Silicon: Breakthrough in Domestic High-Energy Ion ImplantationIn a milestone that signals a definitive shift in the global semiconductor balance of power, the China Institute of Atomic Energy (CIAE) announced on January 12, 2026, the successful beam extraction and performance validation of the POWER-750H, China’s first domestically developed tandem-type high-energy hydrogen ion implanter. This development represents the completion of the "final piece" [...]
Ignore the China Drama and Buy Applied Materials StockOne analyst has a clear message for Applied Materials stock with a rating upgrade.
The End of the Silicon Age: How GaN and SiC are Electrifying the 2026 Green Energy RevolutionThe global transition to sustainable energy has reached a pivotal tipping point this week as the foundational hardware of the electric vehicle (EV) industry undergoes its most significant transformation in decades. On January 14, 2026, Mitsubishi Electric (OTC: MIELY) announced it would begin shipping samples of its newest trench Silicon Carbide (SiC) MOSFET bare dies [...]
The Memory Supercycle: Micron’s Stock Surge Signals a New Era for AI InfrastructureAs of January 16, 2026, the global technology sector is witnessing a historic pivot, led by a massive valuation surge in the memory chip market. Micron Technology (
NASDAQ: MU) has seen its stock price skyrocket in the opening weeks of the year, reaching an all-time high of $355.44. This
The AI Valuation Reckoning: Palantir’s 11% Slump Signals a 'Software Winter' in Early 2026The high-flying momentum of the artificial intelligence sector met a cold reality in the opening weeks of 2026 as Palantir Technologies Inc. (
NYSE: PLTR) saw its stock price tumble by more than 11%. This sudden retreat follows a historic "monster" year in 2025, where the data analytics giant surged by
Gatekeeper of the AI Supercycle: ASML’s 2026 Outlook Anchors Global Semiconductor SentimentAs the global financial markets navigate the opening weeks of 2026, the spotlight has once again intensified on Veldhoven, Netherlands. ASML Holding N.V. (
NASDAQ: ASML), the world’s sole provider of the extreme ultraviolet (EUV) lithography machines required to print the world’s most advanced microchips, has solidified its
Wells Fargo Can’t Get Enough of These 2 Semiconductor StocksWells Fargo is kicking off 2026 with two massive price target increases that are ahead of the consensus and point to further growth in the semiconductor industry.
Applied Materials Stock Just Hit a New All-Time High. Should You Buy AMAT Here?Applied Materials stock extends gains as TSMC raises capex guidance for the full year. KeyBanc explains why AMAT shares will push higher from here in 2026.
Silicon Sovereignty: China’s Strategic Blockade on Nvidia’s H200 Rattles Global MarketsAs of January 16, 2026, the global semiconductor landscape has been thrust into a state of high-stakes volatility following reports that the Chinese government has effectively blocked the importation of high-end artificial intelligence chips from NVIDIA (
NASDAQ: NVDA). This move marks a significant escalation in the ongoing "chip war," creating
The 'Silicon Pact': U.S. and Taiwan Finalize $500 Billion Trade Deal to Reshape Global Chip ManufacturingIn a move that marks a definitive shift in the global technological balance of power, the United States and Taiwan officially signed a landmark expansion of the U.S.-Taiwan Initiative on 21st-Century Trade on January 15, 2026. Dubbed the "Silicon Pact," this $500 billion semiconductor trade and investment agreement
TSMC Shatters Records: AI Demand Drives Record Earnings and $56B Investment PlanIn a definitive signal that the artificial intelligence revolution is only gaining momentum, Taiwan Semiconductor Manufacturing Company (
NYSE: TSM) reported record-breaking fourth-quarter 2025 financial results on January 15, 2026. The world’s largest contract chipmaker surpassed even the most optimistic analyst projections, posting a staggering net income of $16.01
