CNBC reports that America's semiconductor industry is confronting a historic labor gap as demand for AI chips surges, prompting companies like Samsung and Micron to sound the alarm.
Jensen Huang says demand for Nvidia's AI chips will continue at a rapid pace, pointing to sustained growth over the next six quarters.
South Korean chipmaker says no agreements have been finalized amid report of discussions with Intel over domestic manufacturing.
Shares of both companies climbed after a report said the chipmakers are discussing potential US-based memory chip manufacturing, a move that could bolster Intel's foundry ambitions.
Melius Research forecasts significant gains for Intel based on expected deals with major chipmakers.
Jensen Huang points to accelerating global investment in artificial intelligence as the driver behind the projected growth, according to a report by Anadolu Agency.
Analysts at BMO Capital Markets say Macom Technology Solutions could recover as hyperscalers and cloud providers increase spending on AI computing infrastructure, according to CNBC.
Samsung, TSMC and Micron are among semiconductor manufacturers sounding the alarm over a shortage of skilled workers in the United States, according to a CNBC report.
Rene Haas told CNBC the chip designer is increasingly confident it can secure enough supply to meet customer demand.
Semiconductor giants are helping shape university curricula and offering direct employment pathways as demand for AI-related chip talent grows, according to CNBC.
The chipmaker's move is aimed at expanding into the data center market, where Nvidia has held a dominant position during the AI boom, according to a CNBC report.
Digitimes reports Intel is preparing another round of price increases for its personal computer processors, following similar hikes earlier this year.
Qualcomm has issued warrants allowing Amazon to acquire up to $4 billion in the chipmaker's stock, according to a report from CNBC, as the company seeks to expand into the data center market.
Shares of Qualcomm, Corning, Intel, and AMD gained on Tuesday following deal announcements from the chipmakers.
Jay Woods of Freedom Capital Markets says the two chipmakers could offer clues about where the S&P 500 heads next, according to CNBC.
British chip designer Arm says its Mali G2-Ultra NX processor, first launching in Xiaomi's custom Xring O3 chip, could change how mobile games are made and played.
Two of the world's largest chipmakers say they will use ASML's newest lithography machines as demand grows for smaller, more advanced semiconductors driven by artificial intelligence.
A report says leading semiconductor manufacturers have agreed to adjust chipmaking processes that could raise the productivity of ASML's newest lithography systems by up to 40 percent.
Todd Gordon reviews technical patterns in the DRAM ETF and broader technology sector as memory-related shares approach earlier 2026 peaks, according to CNBC.