Chips

Broadcom demonstrates fantastic growth, establishing itself as a key beneficiary of the AI revolution through strategic collaborations. Despite temporary stock price volatility, massive profit forecasts make it a compelling investment.

The chip giant is deepening its ties with its Taiwanese partner through a dramatic financial move aimed at controlling the artificial intelligence market and holding back major competitors in the industry.

China's CXMT is suing the US Department of Defense, demanding to be removed from the list of companies that the US believes are assisting the Chinese military. The company claims it produces chips for civilian and commercial use only. The significance of the US list: it could lead to restrictions and damage the company's reputation.

The chip giant beat all forecasts and raised its full-year outlook, but Wall Street investors reacted in a way that surprised the market. What happened during after-hours trading?

Four years after stepping down, Ofer Greenberger has returned as CEO of the Israeli division of Applied Materials, a company described by the New York Times as one of the "most important in the world." With revenue forecasts exceeding $10 billion, Greenberger highlights the pride of local production in Rehovot.

The Trump administration is considering new tariffs on chips and a wide range of tech products, including laptops, servers, and gaming gear, amid the race to outpace China in AI infrastructure.

Nvidia's revenue for the quarter ending in July 2026 reached $96.2 billion, surpassing analyst expectations. The company's net profit surged by 126% to $59.69 billion.

Shares of chipmaker Micron have surged 981% since the beginning of 2025, thanks to the massive demand for memory components for artificial intelligence. Despite the impressive jump, the stock has recently experienced volatility due to investor concerns that the industry's golden age might be ending, especially as manufacturers accelerate the expansion of their production capacity. Now, many are...

Globes provides a first update on the state of global markets. Morning: Wall Street futures are rising slightly after a mixed trading day; Asia is seeing a mixed trend, with KOSPI leading the declines. Trading in Tel Aviv is expected to open with a negative trend due to arbitrage gaps. Oil prices are climbing, and Bitcoin is nearing $80,000. Morgan Stanley warns: "We have entered an era of...

Dual-listed stocks return with a negative gap, as chip stocks are expected to fall before the big event on Wednesday. The local reporting season is in the final stretch with Phoenix, Menora, Harel, and Partner. What is expected today?

The tech giant, enjoying a massive cash surge following the artificial intelligence revolution, is expected to approve an exceptional plan to distribute huge sums to investors.

A new strategic move by the tech giant in the field of artificial intelligence chips is making waves in the market and boosting the stock of a surprising partner by 11%, while a major competitor is seeing declines.

The Papa John's pizza chain and food giant Osem Nestle are collaborating for the first time, offering a unique taste experience both on retail snack shelves and within the chain's restaurant menu.

Chip giant Nvidia continues to ride the artificial intelligence wave, but it now turns out that its next growth engine is not just the famous graphics processors. The company's networking technology division recorded record revenue of $14.8 billion in the first fiscal quarter of 2027, a 199% jump compared to the same period last year.

The company is scaling up its hardware operations in Israel, recruiting senior engineers from Nvidia and other industry leaders to drive breakthrough developments in artificial intelligence.

Tower Semiconductor is deepening its cooperation in optical communication, positioning itself at the heart of the AI infrastructure race. Despite record-breaking financial results, investors have reacted coldly, leading to a dip in stock prices. We analyze the gap between the positive news and market sentiment, and why it matters for Israeli savers.

After suffering heavy losses from 'dream stocks', Israeli retail investors are shifting their portfolios toward chip giants and AI. This transition reflects a move from chasing hype to targeting long-term macro trends.

An investment that may reach $119 billion and a collaboration with Intel. Elon Musk's dramatic announcement and the local storm surrounding tax benefits. What are they saying at SpaceX and how did the residents react?

The measurement equipment manufacturer from Rehovot recorded record revenue and profit, beat analyst forecasts, and presented a forecast suggesting continued growth — but investors were still disappointed. What is behind the numbers?

Shares of chipmaker AMD recorded sharp declines before the opening of trading today (Wednesday) in a move expected to wipe out more than $61 billion from the company's market value. The current drop highlights the high bar and inflated expectations the company faces as it attempts to challenge Nvidia's dominance in the field of artificial intelligence, while simultaneously competing with Intel...

Chip giant AMD reported its second-quarter results, beating analysts' expectations for both earnings and revenue. Despite the strong performance, the company's stock fell 8% in after-hours trading.

Chip manufacturer Tower Semiconductor finished the second quarter with a 24% revenue growth to $460 million. The company expects growth to accelerate to 31% in the current quarter.

Following a difficult month for the sector, the largest chip company on the stock exchange will publish its earnings report today. Tel Aviv fell yesterday despite records on Wall Street, while de-escalation with Iran provides support. What investors need to know.

Roni Friedman, who managed Apple's development center in Herzliya for over nine years, is moving to lead the company's new CHIP-AI division, focused on integrating AI tools for employees. Tal Inbar has been appointed as the new site manager for Apple in Israel.

The Dutch company's stock lost almost 11% in two days amid fears of a new Chinese competitor. Bank of America is convinced the market overreacted, maintaining a "buy" recommendation and pointing to a target that suggests a potential jump of more than 70%.

Israeli chip company Xsight Labs has raised approximately $300 million at a $2.8 billion valuation. This figure is five times higher than its 2021 valuation, driven by strong business growth.

Xsight Labs has raised $300 million at a $2.8 billion valuation. The funding follows the successful integration and testing of its X2 communication processor on SpaceX's V3 satellites, bolstering its position against competitors like Nvidia.

AI models may be grabbing headlines, but the hardware layer—chips, communication systems, and FPGA—is what makes it all possible. We’ve compiled 12 hot job openings for experienced hardware engineers.

The Wall Street chip index has shed a quarter of its value in a month and a half. Concerns about Chinese technology, rising AI costs, and cash flow issues are mounting. However, investment managers remain optimistic, calling it a "natural correction" and emphasizing that the AI revolution is just beginning.

Concerns surrounding chip and AI stocks have led to sharp declines in Asian markets, with the Seoul stock exchange crashing by 11%. On Wall Street, Nvidia's stock weakness allowed Apple to reclaim the top spot in market capitalization.

A Chinese company has begun mass production of essential chip-making technology. The fear: this is just the first step toward an independent chip supply chain. Nvidia's default insurance costs surged following reports that the company may take on massive financial obligations.

High demand for AI chips has crowned another winner. Shares of Chinese chipmaker CXMT surged nearly 500% on their first day of trading in Shanghai, reaching a market valuation of $539 billion.

South Korea has unveiled $950 billion in deals to boost AI chip production and computing power, led by tech giants SK Hynix and Samsung, aiming to address the global shortage in the sector.

The construction of the plant expansion in Kiryat Gat has been halted for two years due to company distress, leading to the cancellation of projects in Germany and Poland. Consequently, the Ministry of Finance's Budget Department has decided to cancel a 1.3 billion shekel grant.

The Chinese memory chip company CXMT is reaching the largest IPO in Asia this year, but in a parallel market, it is already trading at a value almost five times higher than the IPO price. What is behind the huge gap, and why does this story also affect Israeli pension savings?

Samsung Electronics has signed an agreement with Broadcom to expand cooperation in memory chips, contract manufacturing (Foundry), and advanced packaging. The deal is expected to reach $200 billion by 2030.

Qualcomm has notified customers that it will increase chip prices by a double-digit percentage starting September 1. The decision follows the exhaustion of the company's ability to absorb rising supplier costs.