Broadcom's stock soared by $280 billion in four days ahead of its earnings report, as investors bet on strong AI-driven chip demand.
Goldman Sachs has raised its Kospi index target to 12,000 and upgraded Taiwan's equities to a Buy rating, signaling strong conviction that…
Japanese toilet maker Toto boosts capital spending to capture rising demand for its advanced ceramics from AI chipmakers, signaling a strategic expansion…
Musk-linked land buys in Texas lay the groundwork for a semiconductor plant serving Tesla and SpaceX, intensifying in-house chip production.
Marvell Technology shares soared following Nvidia CEO Jensen Huang's forecast that the chipmaker could reach a $1 trillion market cap, sparking a…
Nvidia’s RTX Spark Superchip launch signals a renewed assault on the laptop GPU market, with benchmark-crushing performance that could reshape the competitive…
Arm's early achievement of its $15 billion AI chip revenue target signals robust demand for energy-efficient chip designs in AI data centers…
STMicroelectronics (STM) hiked its data center revenue forecast to $1 billion, underscoring the semiconductor firm's expanding role in AI infrastructure and powering…
Nvidia CEO Jensen Huang advocates paying employees ‘as much as possible,’ highlighting the semiconductor industry’s intense battle for AI talent and Nvidia’s…
Nvidia's AI chips are sought by Chinese military-tied labs, spotlighting dual-use technology concerns and possible U.S. export control crackdowns that could dent…
Memory chip stocks rally as AI demand drives trillion-dollar capex question, but oversupply risks loom for Micron and semiconductor ETFs.
Nvidia's new AI superchip for PCs disrupts the CPU duopoly, driving bullish sentiment on NVDA stock and bearish pressure on Intel and…