Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...

Samsung Electronics emerged as the world’s biggest chip manufacturer in 2024, reaffirming its dominance in the semiconductor industry amid fierce competition and turbulent market conditions. The South ...

While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...

During an earnings call on 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiumization trend ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

FEATURE The DeepSeek moment will benefit Taiwan Semiconductor Manufacturing’s business prospects, according to J.P. Morgan. On Tuesday, analyst Gokul Hariharan reiterated his Overweight rating on TSMC ...

Commitments for data center spending keep rising. That is good news for any company connected to the artificial intelligence ...

Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025 ...

In particular, he is threatening to place tariffs on chips made by TSMC, the world’s largest chip manufacturer. “In the very near future, we’re going to be placing tariffs on foreign production of ...

ACM Research is a promising investment opportunity with strong growth prospects and undervalued potential. Click here to read ...

If US President Trump acts upon his promise of 100% tariffs on Taiwanese made chips, global semiconductor supply chain ...

Although DeepSeek's R1 model is a true innovation, it doesn't affect the long-term viability of investing in TSMC. The ...