Semiconductor Industry 6 August 2025 - 17 February 2026

Applied Materials stock price today: AMAT slips as chip stocks cool, March updates ahead
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Applied Materials stock price today: AMAT slips as chip stocks cool, March updates ahead

Applied Materials shares fell 0.8% to $352.23 Tuesday morning as chip stocks declined after the holiday. The company last week forecast Q2 revenue near $7.65 billion and settled U.S. export control allegations for $252 million. Applied’s quarterly dividend of $0.46 per share goes ex-dividend Feb. 19. Executives are scheduled to speak at investor conferences in March.
February 17, 2026
Nvidia’s Jensen Huang, mobbed in Taiwan, tells TSMC he needs “a lot of wafers” for AI chips
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Nvidia’s Jensen Huang, mobbed in Taiwan, tells TSMC he needs “a lot of wafers” for AI chips

Nvidia CEO Jensen Huang pressed Taiwan’s chipmakers, including TSMC, to boost production as AI demand strains supply chains. Huang cited memory chip shortages as a key bottleneck and called the situation “challenging.” TSMC said capital spending could rise up to 37% this year to meet demand. Huang’s Taiwan trip included a dinner with top tech executives.
February 1, 2026