'TSMC May Revise Its Sales Growth Projection For 2024 At Its Forthcoming Investors Conference In Light Of The Substantial Orders It Has Received From AMD, Apple, Broadcom, Intel, Mediatek, And Qualcomm, According To Industry Sources" - DigiTimes Alert

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'TSMC May Revise Its Sales Growth Projection For 2024 At Its Forthcoming Investors Conference In Light Of The Substantial Orders It Has Received From AMD, Apple, Broadcom, Intel, Mediatek, And Qualcomm, According To Industry Sources" - DigiTimes Alert

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Company	Date	Price Target	Rating	Analyst
Broadcom Inc. $AVGO	6/5/2025		Hold → Buy	Erste Group
Apple Inc. $AAPL	6/4/2025		Buy → Hold	Needham
Broadcom Inc. $AVGO	5/28/2025	$301.00	Buy	Redburn Atlantic
Advanced Micro Devices Inc. $AMD	5/27/2025		Reduce → Hold	HSBC Securities
Intel Corporation $INTC	5/21/2025	$23.00	Hold	Deutsche Bank
QUALCOMM Incorporated $QCOM	5/9/2025		Neutral	Seaport Research Partners
Advanced Micro Devices Inc. $AMD	5/8/2025	$118.00	Hold → Buy	DZ Bank
Advanced Micro Devices Inc. $AMD	5/7/2025	$120.00	Neutral → Buy	BofA Securities

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Intel Appoints Sales and Engineering Leaders
Intel today announced a series of leadership appointments aligned with its focus on strengthening customer relationships and becoming a more engineering-focused company. Greg Ernst, a respected sales leader with more than 20 years of Intel experience, has been named chief revenue officer. In addition, Srinivasan Iyengar, Jean-Didier Allegrucci and Shailendra Desai are joining Intel in key engineering leadership roles. "We see significant opportunities ahead to strengthen our product offerings and meet the changing needs of our customers," said Lip-Bu Tan, CEO of Intel. "Greg, Srini, J-D and Shailendra are highly accomplished leaders with strong reputations across our ecosystem, and they
6/18/25 9:30:00 AM ET
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Broadcom Delivers the Modern Private Cloud with VMware Cloud Foundation 9.0
PALO ALTO, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ:AVGO) is announcing the general availability of VMware Cloud Foundation (VCF) 9.0, the platform for the modern private cloud. With VCF 9.0, customers gain a consistent operating model for the private cloud, spanning data centers, edge, and managed cloud infrastructure from service providers and hyperscalers. VCF 9.0 combines the agility and scalability of public cloud with the security, performance, architectural control and total cost of ownership (TCO) benefits of an on-premises environment. VCF 9.0 delivers a single unified platform that supports all applications—traditional, modern, or AI—with consistent operat
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908 Devices Appoints Christopher D. Brown to its Board of Directors
908 Devices Inc. (NASDAQ:MASS), a pioneer of purpose-built handheld devices for chemical analysis, announces that it has appointed Christopher D. Brown, PhD, Vice President, Analytics R&D at Repligen Corporation (NASDAQ:RGEN), and a 908 Devices Co-founder, to serve on its Board of Directors, effective immediately. Dr. Brown co-founded 908 Devices and served as the company's Chief Technology Officer & Vice President of Research & Development from February 2012 to March 2023, and as its Chief Product Officer from March 2023 until March 2025 when Repligen purchased the company's bioprocessing portfolio. Prior to 908 Devices, Dr. Brown was a platform architect at Apple Inc. (NASDAQ:AAPL) lead
6/16/25 8:00:00 AM ET
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Intel Appoints Sales and Engineering Leaders
Intel today announced a series of leadership appointments aligned with its focus on strengthening customer relationships and becoming a more engineering-focused company. Greg Ernst, a respected sales leader with more than 20 years of Intel experience, has been named chief revenue officer. In addition, Srinivasan Iyengar, Jean-Didier Allegrucci and Shailendra Desai are joining Intel in key engineering leadership roles. "We see significant opportunities ahead to strengthen our product offerings and meet the changing needs of our customers," said Lip-Bu Tan, CEO of Intel. "Greg, Srini, J-D and Shailendra are highly accomplished leaders with strong reputations across our ecosystem, and they
6/18/25 9:30:00 AM ET
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908 Devices Appoints Christopher D. Brown to its Board of Directors
908 Devices Inc. (NASDAQ:MASS), a pioneer of purpose-built handheld devices for chemical analysis, announces that it has appointed Christopher D. Brown, PhD, Vice President, Analytics R&D at Repligen Corporation (NASDAQ:RGEN), and a 908 Devices Co-founder, to serve on its Board of Directors, effective immediately. Dr. Brown co-founded 908 Devices and served as the company's Chief Technology Officer & Vice President of Research & Development from February 2012 to March 2023, and as its Chief Product Officer from March 2023 until March 2025 when Repligen purchased the company's bioprocessing portfolio. Prior to 908 Devices, Dr. Brown was a platform architect at Apple Inc. (NASDAQ:AAPL) lead
6/16/25 8:00:00 AM ET
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Qualcomm to Acquire Alphawave Semi
Alphawave Semi's high-speed wired connectivity and compute technologies complement Qualcomm's next gen custom Qualcomm Oryon™ CPU and Qualcomm® Hexagon™ NPU processors AI inferencing growth is driving demand for Qualcomm's high-performance energy-efficient compute solutions and this acquisition provides key assets for our expansion into data center Qualcomm Incorporated (NASDAQ:QCOM) today announced that it has reached an agreement with Alphawave IP Group plc (AWE.L) ("Alphawave Semi") regarding the terms and conditions of a recommended acquisition by Aqua Acquisition Sub LLC, an indirect wholly-owned subsidiary of Qualcomm Incorporated, for the entire issued and to be issued ordinar
6/9/25 4:38:00 AM ET
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Broadcom Inc. Announces Second Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend
Revenue of $15,004 million for the second quarter, up 20 percent from the prior year periodGAAP net income of $4,965 million for the second quarter; Non-GAAP net income of $7,787 million for the second quarterAdjusted EBITDA of $10,001 million for the second quarter, or 67 percent of revenueGAAP diluted EPS of $1.03 for the second quarter; Non-GAAP diluted EPS of $1.58 for the second quarterCash from operations of $6,555 million for the second quarter, less capital expenditures of $144 million, resulted in $6,411 million of free cash flow, or 43 percent of revenueQuarterly common stock dividend of $0.59 per shareRepurchased and eliminated 25.3 million shares for $4,216 millionThird quarter f
6/5/25 4:15:00 PM ET
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SANMINA ANNOUNCES ACQUISITION OF DATA CENTER INFRASTRUCTURE MANUFACTURING BUSINESS OF ZT SYSTEMS FROM AMD
Transformational Acquisition Increases Sanmina's Scale and End-Market Exposure to Cloud and AI Infrastructure Planned Divestiture by AMD Creates Preferred NPI Manufacturing Partnership with Sanmina, a Leading IMS Company Purchase Price of $2.55 Billion Cash and Equity, Plus $450 Million in Contingent Consideration, Totaling Up to $3 Billion Transaction Expected to be Accretive to Non-GAAP EPS in First Year Post-Close Sanmina to Host Conference Call Today at 8:30 a.m. ET (5:30 a.m. PT) SAN JOSE, Calif., May 19, 2025 /PRNewswire/ -- Sanmina Corporation ("Sanmina") (NASDAQ:SANM), a leading integrated manufacturing solutions company, today announced that it has entered into a definitive agreeme
5/19/25 7:30:00 AM ET
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AMD Reports First Quarter 2025 Financial Results
SANTA CLARA, Calif., May 06, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2025. First quarter revenue was $7.4 billion, gross margin was 50%, operating income was $806 million, net income was $709 million and diluted earnings per share was $0.44. On a non-GAAP(*) basis, gross margin was 54%, operating income was $1.8 billion, net income was $1.6 billion and diluted earnings per share was $0.96. "We delivered an outstanding start to 2025 as year-over-year growth accelerated for the fourth consecutive quarter driven by strength in our core businesses and expanding data center and AI momentum," said Dr. Lisa Su, AMD chair and CEO. "De
5/6/25 4:15:37 PM ET
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'TSMC May Revise Its Sales Growth Projection For 2024 At Its Forthcoming Investors Conference In Light Of The Substantial Orders It Has Received From AMD, Apple, Broadcom, Intel, Mediatek, And Qualcomm, According To Industry Sources" - DigiTimes Alert

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$AAPL$AMD$AVGO$INTC Insider Trading

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Director Page Justine sold $200,280 worth of shares (800 units at $250.35), decreasing direct ownership by 3% to 25,382 units (SEC Form 4)

EVP & Chief Commercial Officer Guido Philip converted options into 7,494 shares and covered exercise/tax liability with 2,097 shares, increasing direct ownership by 13% to 47,719 units (SEC Form 4)

Chief Technology Officer & EVP Papermaster Mark D exercised 17,500 shares at a strike of $19.10 and sold $2,029,996 worth of shares (17,500 units at $116.00) (SEC Form 4)

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Broadcom upgraded by Erste Group

Apple downgraded by Needham

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Intel Appoints Sales and Engineering Leaders

Broadcom Delivers the Modern Private Cloud with VMware Cloud Foundation 9.0

908 Devices Appoints Christopher D. Brown to its Board of Directors

$AAPL$AMD$AVGO$INTC SEC Filings

SEC Form 144 filed by Broadcom Inc.

SEC Form 144 filed by Broadcom Inc.

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$AAPL$AMD$AVGO$INTC Insider Purchases

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EVP & Chief Commercial Officer Guido Philip bought $999,328 worth of shares (8,800 units at $113.56), increasing direct ownership by 26% to 42,322 units (SEC Form 4)

EVP & Chief Commercial Officer Guido Philip bought $499,616 worth of shares (4,645 units at $107.56), increasing direct ownership by 16% to 33,522 units (SEC Form 4)

CEO Gelsinger Patrick P bought $251,198 worth of shares (11,150 units at $22.53), increasing direct ownership by 12% to 105,033 units (SEC Form 4)

$AAPL$AMD$AVGO$INTC Leadership Updates

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Intel Appoints Sales and Engineering Leaders

908 Devices Appoints Christopher D. Brown to its Board of Directors

Qualcomm to Acquire Alphawave Semi

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Broadcom Inc. Announces Second Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend

SANMINA ANNOUNCES ACQUISITION OF DATA CENTER INFRASTRUCTURE MANUFACTURING BUSINESS OF ZT SYSTEMS FROM AMD

AMD Reports First Quarter 2025 Financial Results

$AAPL$AMD$AVGO$INTC Large Ownership Changes

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Amendment: SEC Form SC 13G/A filed by Broadcom Inc.

Amendment: SEC Form SC 13G/A filed by Broadcom Inc.

SEC Form SC 13G/A filed by QUALCOMM Incorporated (Amendment)

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