Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today
Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing ( TSM -14.11%), ...
Semiconductor Firms Race to Secure Supply Chains Amid Growing AI Chip Demand
Currently only two in five semiconductor firms are confident in their supply chain's robustness. To mitigate risks, companies ...
1 Artificial Intelligence (AI) Stock That Could Be a Once-in-a-Decade Opportunity
The transformative power of artificial intelligence (AI) is undeniable. A recent McKinsey & Company research report estimates ...
2025 Semiconductor Outlook: Investor Roadmap
As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal ...
How the US may have unintentionally helped create an AI monster in China
The US tried to limit China's AI advancements with chip restrictions. It may have fueled the innovation behind DeepSeek ...
Jim Cramer Talks DuPont de Nemours (DD) and Its AI Semiconductor Spin-Off Plans – Here’s Why
We recently published a list of Jim Cramer Discusses These 13 Stocks & Rejects The AI PC Super Cycle. In this article, we are ...
Citi Stays Bullish on Taiwan Semiconductor Manufacturing Company Limited (TSM), Citing Key Role in AI and Semiconductor Supply Chain
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at ...
KeyBanc Names Arm Holdings plc (ARM) a Top Semiconductor Stock for 2025 Amid AI and Data Center Growth
We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at ...
Why Taiwan Semiconductor Is A Buy: Capitalizing On AI And HPC Trends
Discover why TSMC's stock has outperformed the market due to AI-driven growth, but faces challenges from geopolitical risks.
Budget 2025: Semiconductor players pin hopes on increased allocation; PLIs for IoT, wearables, and AI devices
Experts hope that the Budget has a large allocation that could help India move towards self-reliance in the semiconductor ...
DeepSeek rise blurs ASML’s AI-driven recovery
The artificial intelligence boom is a two-edged sword for $290 billion ASML . Shares in the Dutch maker of lithograph ...
Impacts8h
ASML CEO Anticipates New Low-Cost AI Models
ASML, a Dutch manufacturer of semiconductor equipment, anticipates that new low-cost versions, such as the one introduced by China’s DeepSeek, would increase rather than decrease demand for AI chips.