The market sold off this morning after President Donald Trump announced sweeping tariffs over the weekend to take effect ...
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
EUV machines are used to print the most advanced chips, such as the ones that are best suited to handle AI workloads. ASML ...
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
Arm Holdings plc posts strong earnings fueled by AI demand, but caution advised on high valuation. Click for my review of ARM ...
Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...
Most Wall Street analysts expect shares of Nvidia and Lam Research to soar in 2025. Nvidia's leadership in artificial ...
Shares Semiconductor ETF offers exposure to the semiconductor sector. Learn why SOXX may be risky, with concerns over ...
KLA Corporation (NASDAQ:KLAC), a leading provider of process control and yield management solutions for the semiconductor industry, has been garnering significant attention from analysts and investors ...
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...
The launch of DeepSeek affects the AI boom including the power, cooling and data center giants that once rode the AI euphoria ...
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