Bernstein expects a flat-ish wafer fab equipment market in 2025. It's still bullish on two European semiconductor stocks: ...

In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro ...

Has Nvidia (NASDAQ:NVDA) stock peaked? That’s the big question as the centerpiece of the artificial intelligence movement has ...

Broadcom Inc. (NASDAQ:AVGO) is no longer a “poor man’s Nvidia” but a company poised to explode and generate significant value ...

Five converging forces are driving an extraordinary surge in electricity demand, creating "the next big thing" for ...

Much more than computing dominance is at stake; the struggle for AI primacy between the United States, China, middle powers, ...

As AI continues to be topical among big techs, a slowdown in spending on AI will adversely impact semiconductor companies, ...

Loomis Sayles, an investment management company, released its “International Growth Fund” third quarter 2024 investor letter.

In October, TSMC reported a 54% year-on-year increase in net profit, amounting to $10.1 billion, fueled by robust demand for ...

Delaware Funds by Macquarie, an investment management company, released its “Delaware Ivy Core Equity Fund” Q3 2024 investor ...

Construction has started on what is claimed to be India’s first artificial intelligence (AI) enabled semiconductor ...

Upgrades to the Singapore Micron facility in Bendemeer have enabled it to continue being a key part of the semiconductor ...