Price · Aug 28, 2026 close$932.86
Market cap$1.05T
52-wk range114.25–1255.00
Why it’s on the map
$6.44B CHIPS grant; >$250B US investment through 2035; Idaho fab 1 mid-2027; NY first concrete July 9, 2026.
Government money & contracts
CHIPS $6.44B.
Customers & commercial
AI/HBM.
Catalysts
FQ4 earnings Sept 30.
Risk
Memory cycle; valuation; stock is about HBM, not tariffs.
Tariff durability
Policy + AI.