Intel, Amkor, Nova, Qualcomm, and FormFactor Stocks Trade Up, What You Need To Know

ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. What Happened? A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focuses on co-designing successive generations of custom AI chips specifically targeted at high-performance inference and data center workloads. By leveraging Qualcomm's custom silicon expertise, the collaboration aims to strengthen AWS's internal hardware ecosystem, significantly reduce operating costs, and improve energy efficiency, positioning the cloud provider to better compete against traditional GPU-based infrastructure. Simultaneously, major advancements were announced in next-generation chip manufacturing. At the SPIE Photomask conference, ASML and TSMC announced a joint industry initiative to transition from traditional 6-inch photomasks to larger 12-inch formats, ASML said in a press release. Photomasks are the master plates used to print circuit designs onto silicon. Currently, the advanced optics in next-generation "High NA EUV" systems shrink the print area of standard 6-inch masks, forcing chipmakers to use a complex, expensive "stitching" technique to manufacture larger artificial intelligence processors. The transition to 12-inch masks will expand the print field, significantly reducing manufacturing costs and boosting fab output, with the partners targeting a pilot line by 2031 and full production by 2033, the release said. Additionally, Intel Foundry and ASML announced a major milestone, confirming that Intel has processed over one million wafers across testing and volume production on its Intel 18A node using High NA EUV equipment, according to an ASML press release. Together, these coordinated advancements across custom cloud silicon and advanced lithography boosted investor confidence in the commercial readiness of sub-2-nanometer chip designs and next-generation AI infrastructure. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Intel (INTC) Intel's shares are extremely volatile and have had 62 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 12 days ago when the stock gained 3.1% on the news that Nvidia reported blowout quarterly earnings and issued an upbeat revenue forecast, easing investor fears of a slowdown in artificial intelligence infrastructure spending. Shares across the semiconductor industry surged following the chipmaker's strong second-quarter beats on both revenue and profit, alongside an upbeat revenue outlook for the upcoming third quarter. Peer chipmakers and hardware suppliers, including Broadcom, Micron Technology, Intel, and Marvell Technology, advanced in tandem as the results eased market anxiety regarding near-term demand sustainability. Nvidia CEO Jensen Huang confirmed on the earnings call that the AI infrastructure build-out is "at full steam," serving as a broad positive catalyst for component and hardware suppliers across the entire supply chain. Intel is up 166% since the beginning of the year, but at $104.78 per share, it is still trading 25.7% below its 52-week high of $140.94 from June 2026. Investors who bought $1,000 worth of Intel's shares 5 years ago would now be looking at an investment worth $1,956. ONE MORE THING: 3 Hidden Platforms Growing 3X Faster than Amazon, Google, and PayPal. Amazon, Google, and Meta all followed the same playbook: Dominate an ignored market. Build an unbeatable moat. Scale until you're unstoppable. These three platforms are running that exact playbook right now. The early investors in Amazon made fortunes. The early investors in these could do the same. Get All 3 Stocks Here for FREE. Report this content If you believe this article contains misleading, harmful, or spam content, please let us know. Report this article