Taiwan Semiconductor holds 90% of the market in advanced processor manufacturing. Nvidia dominates the AI semiconductor space ...

Broadcom's custom silicon market opportunity in AI XPUs appears promising. But read why investors may want to exercise some ...

Qualcomm is synonymous with top-tier smartphone performance these days, but the market was once much more competitive.

Yet we continue to look for exciting small-cap ideas in AI hardware. For example, we owned a small-cap AI-oriented ...

We recently published a list of Analysts Are Talking About These 10 AI Stocks. In this article, we are going to take a look ...

There is little question Nvidia (NASDAQ:NVDA) has been the most consequential stock over the last two years. It has sometimes ...

Marco Argenti, Chief Information Officer at Goldman Sachs, recently said that in 2025, the world will witness the full ...

The 3nm node packs a lot of processing power, but Taiwan Semi is already working on a 2nm process, and expects to start using it to make chips for its clients in late 2025. All of this is reminiscent ...

The past two years have been absolutely incredible for investors in Nvidia (NASDAQ: NVDA) as shares of the semiconductor ...

Qualcomm launched the highly anticipated Snapdragon 8 Elite chipset in October. Now, the chipset maker is working on its ...

Bernstein expects a flat-ish wafer fab equipment market in 2025. It's still bullish on two European semiconductor stocks: ...

In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro ...