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Semiconductors and AI infrastructure coverage

MoveSurge Semiconductors & AI Infrastructure Desk

Chips, foundries, equipment, memory, data-center demand and the AI supply chain.

The MoveSurge Semiconductors & AI Infrastructure Desk follows the companies, suppliers and demand signals that drive the chip and data-center ecosystem.

Latest coverage

Intel falls 3.07% as positive 18A and 14A comments fail to hold the tape Intel rises 3.82% after saying higher investment will focus on manufacturing equipment AMD falls 1.30% as bullish AI-demand comments fail to lift shares Trump company mentions and stock reactions: the Micron (MU) example