Samsung Electronics plans to lift average monthly HBM wafer input to about 250,000 wafers in 2027 from roughly 180,000 this year, according to a Seoul Economic Daily report citing industry sources. The HBM4 family is expected to rise to about 80 percent of those shipments from around 40 percent now, making the plan the first large
Updated 21 September 2026. Critical Metals (NASDAQ: CRML) traded at $8.55 in pre-market trading on Monday 21 September (09:15 ET, Yahoo Finance data), up about 27% from Friday’s close of $6.73, after President Trump announced a “permanent” US security agreement with Denmark and Greenland. Verdict: the $15.33 bull case (+79.3%) is the average analyst target
Intel Foundry told the industry on 8 September that it has now pushed more than one million wafers through High Numerical Aperture EUV lithography, with volume production running on select layers of the Core Ultra Series 3 processors code-named Panther Lake, according to a joint statement with ASML. The consensus reading is that the government-backed
The Google ad tech remedy that landed on 2 September 2026 was read almost everywhere as a win for Alphabet, and on the surface it is: Judge Leonie M. Brinkema of the Eastern District of Virginia refused every structural remedy the Justice Department asked for, including a forced sale of the AdX exchange. The number
Tesla Cybercab coverage since 3 September has been filed under headline risk, and that is the wrong drawer. When the National Highway Traffic Safety Administration opened Audit Query AQ26002 on the same day Tesla began charging fares in Austin, the agency was not asking whether a robotaxi had crashed. It was asking how a two-seat
Any honest Broadcom (AVGO) stock price prediction has to start by killing the laziest explanation on the tape: that AVGO is down because the AI trade is cooling. It is not. On 2 September 2026 Broadcom reported fiscal Q3 AI semiconductor revenue of $16.7 billion, up 221% year over year, and guided Q4 AI revenue
Any AMD stock price prediction that starts from the $913.9bn market capitalisation on the quote screen is already working from the wrong number. That figure uses the 1,632,475,042 shares on the cover of AMD’s most recent 10-Q. It ignores 320 million more that AMD has already promised, in two signed warrant agreements, to OpenAI and
A SanDisk (SNDK) stock price prediction that opens with “the shares are up nineteen-fold, so they must be expensive” has already mispriced the question. At Friday’s close of $1,791.82 the stock changed hands at roughly ten times the annualised earnings SanDisk itself guided to for the September quarter. Boom multiples do not look like that.
The consensus reading of Arm stock is that a 40% drawdown from June’s record has made a quality compounder cheap again. That framing misses the mechanism that actually sets the floor. Arm Holdings closed at $264.90 on 17 September 2026 after an 8.57% single-session jump, but the number that matters more sits in the company’s
The story everyone told about Rigetti this month was “$100 million from Washington.” Read the filing and it is a different deal. On 8 September 2026 Rigetti issued the US Department of Commerce 7,739,938 shares at an implied $12.92 each — the full $100 million of equity, on day one. What Commerce handed over on