Personally, I’m bearish on Intel and TSMC, but I’m bullish on AMD, expecting it to experience continued market share gains ...
Unlike Intel, which is an integrated device manufacturer and handles all aspects of semiconductor production, Nvidia ...
A growing glut of traditional memory chips is expected to further pressure prices and margins of these products in the coming quarters. High-margin AI chips are increasingly becoming the only way to ...
Trump’s hardline nationalism will also not go amiss, and could play a key role in defining US-China relations in the near ...
Shares in Samsung Electronics, the world's top memory chip maker, fell on Wednesday to their lowest level in more than four ...
TSMC is one of only three companies in the world that can make such advanced chips. This isn’t an isolated action. The US has ...
Taiwan Semiconductor Manufacturing (NYSE:TSM) is a chip stock many long-term investors have done well owning. With a diverse ...
Intel faces challenges after losing its Dow Jones spot to Nvidia. Federal aid under the CHIPS Act could bolster US ...
Apple welcomed Georgia Tech into the New Silicon Initiative program, pairing them with Apple mentors to promote semiconductor ...
Softbank Group Corp would be the first to build a supercomputer with chips using Nvidia Corp’s new Blackwell design, a ...
The US is considering expanding its export limits on AI chips to China and its allies. Experts say the race for AI dominance ...