In a report released yesterday, Joshua Buchalter from TD Cowen downgraded STMicroelectronics (STM – Research Report) to a Hold, with a price ...

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 ...

As per the government data released in December 2024, India imported semiconductor chips, integrated circuits, memory chips, ...

Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...

The share price of AMD continues to experience a challenging start to 2025, casting doubt on its ability to compete against ...

Where Intel has struggled, Nvidia has continued to soar, unveiling Blackwell, its most powerful GPU offering to date, in ...

Shares Semiconductor ETF (SOXX) faces resistance but offers strong value for investors with exposure to AI-driven growth from ...

This brief from the CSIS Economics Program and Scholl Chair in International Business analyzes Taiwan’s role in U.S. economic ...

Insights from analysts' 12-month price targets are revealed, presenting an average target of $82.45, a high estimate of ...

Countries rearrange trade relationships according to geopolitical alliances as the world awaits a rise in US protectionism.

Chen noted that Taiwanese companies should see improving profitability in 2H24 on the back of strong AI demand and the arrival of high season. She expects an accelerated growth momentum for Taiwan ...

Binary code displayed on a laptop screen and Intel logo displayed on a phone screen are seen in this ... [+] illustration ...