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 ...
Broadcom Inc. (NASDAQ:AVGO) is no longer a “poor man’s Nvidia” but a company poised to explode and generate significant value ...
Much more than computing dominance is at stake; the struggle for AI primacy between the United States, China, middle powers, ...
The ongoing US-China trade war has intensified, with technology being a primary battleground. What began as a tussle over ...
As AI continues to be topical among big techs, a slowdown in spending on AI will adversely impact semiconductor companies, ...
Loomis Sayles, an investment management company, released its “International Growth Fund” third quarter 2024 investor letter.
In October, TSMC reported a 54% year-on-year increase in net profit, amounting to $10.1 billion, fueled by robust demand for ...
Delaware Funds by Macquarie, an investment management company, released its “Delaware Ivy Core Equity Fund” Q3 2024 investor ...
Khazanah Nasional Bhd has made two strategic investments to drive greater growth and innovation in Malaysia’s Industrial ...
Construction has started on what is claimed to be India’s first artificial intelligence (AI) enabled semiconductor ...
Upgrades to the Singapore Micron facility in Bendemeer have enabled it to continue being a key part of the semiconductor ...