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.

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 ...

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 ...

ASML's EUV systems cost more than $200 million and require multiple planes to ship, while its smaller DUV systems still cost ...

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

Custom AI chips take 3 to 5 years, and risks are real, but OpenAI’s push could reshape AI performance and pricing by 2027 to ...

The fate of Wall Street's staggering bets on artificial intelligence will rest squarely on Nvidia on Wednesday when the ...

As AI workloads scale across global cloud infrastructure, chip designers face a persistent challenge: balancing compute ...