Nvidia (NASDAQ: NVDA) has been a top stock pick over the past few years for good reason; its graphics processing units (GPUs) ...

Ericsson's CTO Erik Ekudden discusses India's robust 5G networks and the impact on AI-led innovations and edge data centers, ...

At the heart of China’s semiconductor policy is a hybrid industrial system that blends centralized strategic direction with ...

Elon Musk has reportedly 'doubled down' on his semiconductor foundry ambitions, as Samsung and TSMC are taking 'too much' time, he needs billions of chips.

Building a resilient energy supply chain is crucial for Taiwan to develop artificial intelligence (AI) technology and grow its economy, former Intel Corp chief executive officer Pat Gelsinger said ...

The Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite fell as the stock market turned away from the AI trade.

Cadence Design Systems, Inc. ( CDNS) Wells Fargo's 9th Annual TMT Summit November 18, 2025 11:45 AM EST Perfect. So we'll go ahead and get started. I'm Joe Quatrochi, the semi and semi-cap analyst ...

While AI-sceptics say the current boom is over-hyped, the reality is the US technology giants represent some of the most ...

New Maverick-2 accelerator from NextSilicon delivers 10X performance improvement over GPUs while using half the power for AI ...

PowerLattice, a startup founded by veteran electrical engineers from Qualcomm, NUVIA, and Intel in 2023, claims to have ...

TSMC is the world’s largest and most advanced contract chipmaker. ASML provides the lithography tools that enable TSMC to ...

Baron Funds released its “Baron Durable Advantage Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.