As the largest manufacturer of advanced chips, Taiwan Semiconductor looks poised to continue to benefit from this dynamic. ASML, meanwhile, is well positioned given its monopolistic position in EUV ...

Analyst William Stein reports on CES 2025, highlighting strong AI infrastructure spending, benefiting Nvidia and increasing ...

The ongoing enthusiasm surrounding AI, particularly generative AI, has been fueling demand for semiconductors across a variety of industries. The robust performance of tech stocks, which ...

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

Despite ongoing geopolitical tensions and global economic policies impacting the electronics industry as the new year begins, ...

The Biden administration is now preparing new restrictions to bar the export of AI chips, such as those made by Nvidia Corp.

These situations mirror a challenge faced in semiconductor manufacturing—embracing AI without displacing the people driving the industry. US port workers expressed concerns about automation ...

Tokyo Electron Limited (TEL) forecasts the global semiconductor market will surpass US$1 trillion by 2030, with AI-related ...

GuruFocus has detected 3 Warning Sign with MU. High demand for AI-enabled products has fueled Micron's leadership position in the semiconductor space, which has made the rally very intertwined ...