The advent of AI has sent the semiconductor industry into overdrive over the past year. Volatility is part of the price of admission.

Decades of cloud systems and information technology (IT) expertise could propel this artificial intelligence (AI) specialist to new heights.

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

Wedbush analyst Dan Ives remains bullish and expects Tesla's market cap to hit $2 trillion in 2025, saying the coming four years will be a "total game changer" for Tesla. He expects the Trump administration to fast-track full self-driving (FSD), paving the way for the company's robotaxi agenda.

Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Arm Holdings (NASDAQ: ARM) rallied on Friday, up 4.5%, 3.5%, and 10.

The world's largest chip manufacturer reported fourth-quarter revenue of 868.5 billion New Taiwan dollars ($26.3 billion), according to CNBC calculations, up 38.8% year-on-year. That beat Refinitiv consensus estimates of 850.1 billion New Taiwan dollars.

TSMC is making headlines again with its AI exploits. The world’s largest chipmaker raked in 868.5 billion New Taiwan dollars ($26.3 billion) in revenue for

As the demand for cutting-edge technology continues to soar, the talent shortage in the industry could stall innovation in virtually every sector of the global economy.

A recent class action lawsuit against ASML Holding N.V. underscores significant developments in the AI chips sector, focusing on the challenges faced by a key supplier to the semiconductor industry. ASML,

Taiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025.

Nicolas Gaudois, head of Asia-Pacific technology research at UBS, discusses the main growth drivers for the names under its coverage.

We came across a bullish thesis on Navitas Semiconductor Corporation (NVTS) on Twitter by Shay Boloor. In this article, we will summarize the bulls’ thesis on NVTS. Navitas Semiconductor Corporation (NVTS)’s share was trading at $3.