semiconductor / news / / CNBC
Chipmakers Advanced Micro Devices and Intel notched gains of about 25%.
Micron surpassed an $800 billion market cap for the first time this week.
KEY POINTS
- CPUs are regaining prominence due to the rise of AI agents, not just chatbots.
- Corning signed a new deal with Nvidia for three U.S. factories dedicated to optical technologies.
- Intel and Apple have reached an agreement for Intel to manufacture some processors for Apple devices.
- Analysts note the semiconductor rally exceeds the magnitude seen during the 1999 dot-com bubble.
COMPANIES
Summarized by Newsio from CNBC. How we summarize →