Artificial intelligence has been a boon to businesses in the semiconductor industry as customers upgrade their technology to ...

The 2009 TSMC 40nm process crisis was a defining moment for the wafer foundry industry, offering pivotal lessons for the ...

In 2024, semiconductor leaders Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor (NASDAQ:TSM) saw incredible gains, as investors ...

Citi analyst Chia Yi Chen also concluded that TSMC's chip on a wafer substrate output will double by 2025, with Nvidia's ...

Nvidia's data center disruption is expected to drive over 100% revenue growth in fiscal 2025 and beyond. Read why I remain ...

To mount a credible challenge to Nvidia, AMD must focus on three essential areas: technological performance, price competitiveness, and enabling AI-driven commercial applications. If AMD can deliver ...

TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry ...

Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor ...

Phillip Securities highlights that Nvidia's fiscal Q3 2025 results were in line with the firm's expectations, with revenue ...

And while chip designers like Nvidia and AMD are not direct CHIPS Act funding recipients, they hold an interest in shifting manufacturing dependence on TSMC in case of any geopolitical conflicts ...

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Nvidia's market position and AI leadership support strong growth. Read why NVDA stock’s strong buy rating and $200 target are ...