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 ...

In yet another sign of AI's staying power, Oracle Cloud Infrastructure (OCI) announced that it is picking up 50,000 AMD ...

Today’s AI surge is built on real profits and infrastructure, not speculation. Semiconductor demand spans GPUs, memory, and ...

Micron is also growing into a major player in the market for high-bandwidth memory, which is in high demand from chip makers such as Nvidia for its next-generation chips for AI training and ...

Here's why the top semiconductor ETFs like SOXX and SMH are doing well this and why the trend may continue in the coming ...

Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most valuable startup, one company has ...

Following a high-profile meeting between Foxconn’s chairman, Young Liu, and OpenAI CEO Sam Altman, Foxconn announced plans to ...

A new benchmark blends Wall Street giants with Silicon Valley disruptors — capturing how innovation and capital formation now ...

The musician skipped the funding round. Recently, he said, a friend who knows Chesky told will.i.am that if he’d put that money in, the shares would now be worth $3 billion to $5 billion, or up to $10 ...