Taiwan Semiconductor holds 90% of the market in advanced processor manufacturing. Nvidia dominates the AI semiconductor space ...
Picking winners and losers won't be easy, but there's good news in that regard: Investors don't necessarily have to. The iShares Semiconductor ETF ( SOXX -0.85%) is an exchange-traded fund (ETF) ...
There is little question Nvidia (NASDAQ:NVDA) has been the most consequential stock over the last two years. It has sometimes ...
We're just days away from ringing in the new year, and the holiday break can be a good time for investors to review their ...
Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.
Advantest CEO Doug Lefever told the Financial Times that AI smartphones could justify the data-center spending spree that is ...
Compared to NVIDIA’s EPS projections for $4.14 a share, which would only grow the underlying earnings by 41.3%, AMD looks ...
Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough ...
Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for ...
Complex data center workloads like training machine learning models and running artificial intelligence (AI) applications ...
Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...
Taiwan to establish renewable-energy-powered computation center with Super Micro and Nvidia as key players. US approves ...