We recently published 11 Stocks on Jim Cramer’s Radar.  Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer radar. Micron Technology, Inc. (NASDAQ:MU) is one of the top-performing semiconductor stocks on the market. Over the year, the shares have gained 236%. It is the only American company capable of manufacturing high-end memory chips that are used in NVIDIA’s AI GPUs. Analysts started 2026 on a high note for Micron Technology, Inc. (NASDAQ:MU)’s shares with Bernstein raising the shar ...

In today's fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. In this article, we will conduct a comprehensive industry comparison, evaluating Advanced Micro Devices (NASDAQ:AMD) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and ...

Key Takeaways NVIDIA's story continues to be underpinned by record-breaking results.Demand is expected to remain robust as companies seek out compute power. Expect NVIDIA to again be central to the AI trade in 2026. The AI frenzy is set to continue throughout 2026, driven in large part by significant CapEx for the underlying infrastructure. We’ve seen several companies benefit in a huge way from the investments, with the poster child being none other than NVIDIA (NVDA) .To put it lightly, the growth from th ...

TSMC (2330.TW) Conference Call Summary Company Overview - **Company**: Taiwan Semiconductor Manufacturing Company (TSMC) - **Ticker**: 2330.TW - **Market Cap**: NT$41.1 trillion / $1.3 trillion - **Current Price**: NT$1,585.00 - **12-Month Price Target**: NT$2,330.00 (47% upside) [1] Key Industry Insights - **AI as Growth Driver**: AI is identified as a multi-year growth engine for TSMC, with silicon demand expected to outpace supply through 2027 due to exponential growth in token consumption [2][20] - **Capacity Tightness**: Anticipated capacity tightness will persist, leading to accelerated revenue and capital expenditures (capex) [2] Financial Projections - **Revenue Growth**: TSMC's revenue is projected to grow by 30% in 2026 and 28% in 2027, up from previous estimates of 22% for both years [2][20] - **Capex Forecast**: Total capex is expected to exceed US$150 billion from 2026 to 2028, with 2026E capex raised to US$46 billion and 2027E capex to US$54 billion [3][21] - **Gross Margin (GM)**: Projected GM for 2026 and 2027 is now 60.4% and 60.6%, respectively, indicating structural improvement despite higher capex [4][22] Earnings Estimates - **Earnings Per Share (EPS)**: EPS is expected to reach NT$82.56 in 2026 and NT$105.93 in 2027, reflecting an increase from previous estimates [6][40] - **EBITDA Growth**: EBITDA is projected to grow significantly, with 2026E EBITDA at NT$3,368.47 million and 2027E at NT$4,324.30 million [6][18] Capacity and Technology Developments - **Node Transition**: The transition from 5nm to 3nm nodes is expected to be fully loaded in 2026/2027, driven by AI GPU and ASIC demand [20] - **CoWoS Capacity**: CoWoS (Chip on Wafer on Substrate) capacity is forecasted to reach 1,275k wafers in 2026 and 2,310k wafers in 2027, representing significant year-over-year growth [25][39] Market Dynamics - **Investor Concerns**: Key debates include the sustainability of 60% GM, the extent of 3nm expansion, and the timing of capex increases [26] - **Geopolitical Stability**: A stable geopolitical environment is deemed necessary to prevent valuation discounts and support earnings visibility [27] Conclusion - **Investment Recommendation**: TSMC is rated as a "Buy" with a revised price target of NT$2,330, supported by strong AI demand, ongoing productivity improvements, and a favorable capex outlook [1][27]

Core Viewpoint - The stock market is expected to see continued strong performance, with equity returns projected at around 17% for 2025, marking the third consecutive year of double-digit returns for investors [1] Group 1: Advanced Micro Devices (AMD) - AMD has been a standout performer in the semiconductor sector, with a year-to-date increase of 80% [3] - The company is benefiting from a shift among enterprises towards a multi-vendor approach, moving beyond reliance on Nvidia, and has a strong product lineup including AI GPUs and EPYC CPUs [5] - Recent earnings showed a 46% year-over-year growth in revenue and a 30% growth in earnings, with a gross profit margin of 54% [6] Group 2: Alphabet (GOOG) - Alphabet has achieved a 65% return year-to-date in 2025 and is expected to continue strong performance into 2026 [7] - The company's Q3 earnings showed a 16% increase in revenue and a 33% increase in net income, driven by higher-margin businesses [8] - Alphabet's Google Cloud business is growing at a rate of 34%, which could offset declines in cash flow from search [8] - The company is positioned as a significant player in AI, with investments in AI technologies and its own Tensor Processing Units (TPUs) that could enhance its cloud infrastructure [9]

AMD logo centered on a glowing semiconductor chip with illuminated circuitry, symbolizing AI GPUs and surging demand in the semiconductor industry. Key Points Advanced Micro Devices is the most compelling AI trade for 2026 because of its MI450 product launch. Revenue and earnings will surge dramatically as soon as the first quarter of availability, and analysts underestimate the strength. A robustly bullish analyst sentiment trend underpins an equally robust stock price outlook. Interested in Advanced ...

Investors with a lot of money to spend have taken a bullish stance on Advanced Micro Devices (NASDAQ:AMD).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AMD, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options sca ...

Core Insights - Intel Corporation has completed a $5 billion investment from NVIDIA Corporation, acquiring approximately 214.7 million shares at $23.28 per share, resulting in NVIDIA holding a 4% equity stake in Intel [1][8] Group 1: Strategic Partnerships and Investments - The partnership between Intel and NVIDIA aims to integrate Intel's x86 CPUs with NVIDIA's AI GPUs and NVLink technology to enhance AI systems and next-generation PCs, thereby improving performance in AI and graphics [2] - Intel has secured $8.9 billion from the U.S. government to support semiconductor manufacturing and packaging projects across several states, alongside a $2 billion investment from SoftBank to aid in restructuring and AI initiatives [3][4] Group 2: Competitive Landscape - Intel faces competition from Qualcomm and AMD, with Qualcomm recently acquiring Alphawave Semi for $2.4 billion to enhance its AI and data center capabilities, while also expanding into new markets like AI infrastructure [5] - AMD is preparing to launch high-performance AI GPUs and server CPUs, partnering with companies like OpenAI and Oracle to enhance its offerings in gaming, PCs, and servers [6] Group 3: Financial Performance and Estimates - Intel's stock has increased by 85% over the past year, outperforming the industry growth of 34.1% [7] - The company's shares currently trade at a price/book ratio of 1.5, which is lower than the industry average of 32.5 [9] - Earnings estimates for Intel have seen a 6.3% increase for 2025 to $0.34 per share, while estimates for 2026 have decreased by 6.5% to $0.58 [10]

We recently published 10 Stocks Jim Cramer Discussed.  Micron Technology Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer discussed. Memory chip manufacturer Micron Technology Inc. (NASDAQ:MU) has shaped up to be one of the most important firms on the stock market in today’s AI-driven era of investing. Its importance stems from the fact that it is the only American company capable of manufacturing the advanced memory chips that are used by NVIDIA in its latest AI GPUs. On December 18th, Deutsche Bank r ...

We recently published 9 Stocks Jim Cramer Talked About.  Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the most important firms in the AI ecosystem. It makes and sells memory chips that are used in NVIDIA’s and other AI GPUs. As a result, Micron Technology, Inc. (NASDAQ:MU)’s products form a link at the back end of the AI supply chain. The firm recently reported its fiscal first quarter earnings report and posted $13.64 b ...