ON Semiconductor has been hit by falling sales to auto makers and sluggish sales of its industrial chips. That’s about to change—and its earnings picture looks bright.
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Nvidia has dominated the chip narrative for the last couple of years, but I think Micron Technology could wind up being a more important business in the long run.
AI will be critical in making the new, smaller advanced fabs as productive as the established larger fabs.
Here's why TSMC's latest update is important for the business moving forward and what it could mean for the stock over the long term. TSMC's factory in Arizona is getting prepped for commercial production in 2025.
As AI and 5G networks expand rapidly, semiconductor companies are positioned to lead the next wave of technological innovation. Therefore, investors could consider adding shares of semiconductor stocks,
TSMC stands out in the AI revolution with robust financial health. Read more about why TSM stock is a compelling buy despite geopolitical risks.
AMD CIO Hasmukh Ranjan has the company on the path to take full advantage of advances in artificial intelligence.
A study of 30 leading semiconductor firms finds that recent U.S. export controls aimed at China have not hindered innovation. Rather, impacted companies increased R&D and patent filings over-proportionally,
Treasury Department says curbs will ensure US investment does not advance technologies that threaten national security.
As the global chip war between China and the US reaches a fever pitch, a quiet giant is emerging to take the spotlight.