NXP Semiconductors $NXPI rose 26% on April 29 after reporting Q1 revenue of $3.18 billion, GAAP EPS of $4.43 and Q2 revenue guidance of $3.35 billion to $3.55 billion. The beat mattered because automotive and industrial demand, not just handsets, carried the quarter.
Samsung Electronics (005930.KS) reported KRW 133.9 trillion in Q1 revenue and KRW 57.2 trillion in operating profit, both records, as AI memory demand and higher ASPs lifted the chip division. The print resets the bar for Asian semis because HBM and server-memory supply are again driving the earnings cycle.
Qualcomm $QCOM rose to $148.85, up $15.01 or about 11.2%, after analyst Ming-Chi Kuo said OpenAI is working with Qualcomm and MediaTek on smartphone processors for a 2028 device. None of the companies confirmed the report, but the move put Qualcomm back at the center of the AI hardware trade.
Intel $INTC rose about 20% after reporting adjusted EPS of $0.29 on $13.58B of Q1 revenue, versus LSEG expectations of $0.01 and $12.42B. Data-center revenue rose 22% and second-quarter guidance also topped the Street.
Texas Instruments $TXN gained 19% after first-quarter revenue rose 19% to $4.83B and EPS reached $1.68, beating LSEG estimates of $4.53B and $1.27. Management said data-center demand surged about 90% year over year and guided the second quarter above consensus.
SK Hynix (000660.KS) reported Q1 revenue of KRW 52.5763T, operating profit of KRW 37.6103T and a 72% operating margin as AI memory demand lifted pricing.
Cerebras filed an S-1 on April 17 for a Nasdaq listing under $CBRS, reporting 2025 revenue of $510.0M, up 76%, and 2025 net income of $237.8M after a $481.6M net loss in 2024. The filing says OpenAI committed to a multi-year deal valued at more than $20B and received a 33.4M-share warrant subject to vesting.
TSMC $TSM reported NT$572.48 billion in first-quarter net income, up 58.3% year over year and above the NT$543.32 billion LSEG SmartEstimate cited by CNBC. The foundry guided second-quarter revenue to $39.0 billion-$40.2 billion as AI demand kept advanced capacity tight.
ASML $ASML gained 1.1% after first-quarter net sales of €8.8 billion and net profit of €2.8 billion beat LSEG expectations of €8.5 billion and €2.5 billion. The company lifted its 2026 sales outlook to €36 billion-€40 billion as AI-related chip demand continued to tighten capacity.
The Hacker News discussion around Qatar’s helium outage focused on a physical bottleneck beneath the AI stack. Tom’s Hardware says the shutdown removes about 30% of global helium supply, while South Korea and Taiwan monitor possible semiconductor impacts.
ASML has announced a breakthrough in EUV light source technology that could produce 50% more semiconductor chips from the same wafer by 2030.