Analyst William Stein reports on CES 2025, highlighting strong AI infrastructure spending, benefiting Nvidia and increasing ...
Semis are likely to underperform in 2025 because they will likely have to deal with headwinds that other sectors do not have ...
As the demand for cutting-edge technology continues to soar, the talent shortage in the industry could stall innovation in ...
Shares of chipmakers jumped on Monday as Microsoft's plan to invest $80 billion in AI-enabled data centers in fiscal 2025 ...
Sustained demand for cloud AI applications is powering cautious optimism in the semiconductor industry as the new year begins ...
Taiwan Semiconductor Manufacturing said its revenue for 2024 rose 34% amid a boom in demand for artificial-intelligence chips ...
TSMC is set to report a net profit of T$377.95 billion ($11.41 billion) for the quarter ended Dec 31, according to a LSEG ...
Taiwan Semiconductor Manufacturing Company forecasts a 58% rise in fourth-quarter profit, driven by strong demand for AI ...
Shares of electric vehicle company Rivian (NASDAQ: RIVN) and EV-related power chipmakers Wolfspeed (NYSE: WOLF) and Navitas ...
The semiconductor sector, which saw significant gains in 2024, is expected to plateau in 2025, according to analysts at ...
The VanEck Semiconductor ETF (NASDAQ: SMH), a sector benchmark, plunged from an all-time high above $280 to test crucial support near $200. This steep drop fueled fears of a prolonged downturn.
Chip stocks including Nvidia, Micron, and ASML surged on Monday after Foxconn reported record fourth quarter revenue, ...