Larry Dignan, editor in chief at Constellation Research's Constellation Insights, captured this view in an analyst note that ...

Broadcom (NASDAQ:AVGO) has transformed from a smartphone chip stalwart to a formidable AI powerhouse rivaling giants like ...

OpenAI's capital expenditures related to its deals with chipmakers could jump to $1.3 trillion by 2030, Citi analysts say.

TSMC reported strong third-quarter earnings, with executives pointing specifically to the "mega trend" of AI as the force ...