Semiconductor Earnings Hit Record Highs as AI Demand Fuels Consolidation Wave
Record quarters at Amkor and KLA, an SK hynix push into AI server DRAM, and a $5 billion Nvidia stake in Safe Superintelligence mark a semiconductor supercycle. Consolidation is accelerating too, led by the Skyworks-Qorvo merger and a U.S. government equity stake in GlobalFoundries, even as Amkor flagged softer Q3 guidance.
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