FADU CEO Lee Ji-hyo set his company up for success well ahead of market relevance with its controllers for solid-state drives ...

According to VanEck's analysis, Taiwan Semiconductor Manufacturing Co. is still a major AI provider. The paper also notes as possible substitutes in the AI semiconductor business Broadcom and ...

While the U.S. doesn’t need to dominate every space, Ms. Manuel said, it is important for the U.S. to maintain its lead in semiconductor production, AI and 5G telecommunications networks.

She acknowledged concerns about the AI semiconductor sector but emphasized that the market is large enough for multiple players. While she questioned whether DeepSeek’s technology is truly ...

Wall Street reassesses AI infrastructure spending, questioning whether growth projections were overly optimistic. Vistra, Vertiv and Astera Labs lead the stock declines, erasing months of gains in ...

According to VanEck's analysis, Taiwan Semiconductor Manufacturing Co. is still a major AI provider. The paper also notes as possible substitutes in the AI semiconductor business Broadcom and Advanced ...

This positive trajectory is largely driven by the escalating demand for advanced AI chips, which require sophisticated semiconductor manufacturing equipment. Lam Research’s CEO, Tim Archer ...

TSMC's dominance in advanced semiconductor manufacturing, especially in AI accelerators, positions it as a critical player with robust growth prospects and pricing power. The company's strategic ...

We recently compiled a list of the 12 AI News Investors Probably Missed. In this article, we are going to take a look at where Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM ...

New Delhi: The demand for semiconductors in India in the artificial intelligence (AI) era is likely to increase to 28% by the end of 2026, close to the global expected demand of 29%, according to ...

Morgan Stanley analysts told clients in a note Tuesday that while they “remain positive” on AI semiconductor stocks broadly, “the stock market reaction is probably more important than the ...

Shares of AI-related hardware companies plunged on Monday, including Taiwan Semiconductor Manufacturing (NYSE: TSM), Marvell Technology (NASDAQ: MRVL), and Arista Networks (NYSE: ANET), which fell ...