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 ...

Leading chip manufacturers Qualcomm and NXP Semiconductors took center stage at CES 2025, showcasing their latest innovations ...

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 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 ...

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 ...

Chip stocks will continue to get a boost from artificial intelligence enthusiasm next year but other trends will emerge to help drive semiconductor shares higher later in the year, Bank of America ...