The U.S. is poised to win the AI race against China, but one significant threat looms on the horizon: tariffs.

Ferrotec Holdings is undervalued despite benefiting from China's semiconductor push, AI growth, and data center expansion.

We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

The Financial Times warns that Korean companies, caught between U.S. Micron in the high-end market and CXMT in the low-end market, face a "nutcracker" situation in both technology and price ...

The advent of DeepSeek has upended the global AI hierarchy, with the potential consequence of further digital fragmentation ...

Nexo expert breaks down the market's reaction to Trump tariffs, including what to expect in the future and where the industry can benefit.

China's purchases of chipmaking equipment are set to decline this year after three years of growth, as the industry grapples ...

We recently published a list of 10 Best Manufacturing Stocks To Buy Now. In this article, we are going to take a look at ...

Intel shares rallied on Tuesday after Vice President JD Vance said the U.S. will protect American artificial intelligence technologies.

Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...

The company had negative free cash flow between fiscal 2016 and 2019 due to its acquisition of Harmonic Drive AG in 2016 and construction of new factories in 2017 and 2018, as well as headwinds from ...

Semiconductor Manufacturing International Corp , China's largest contract chipmaker, reported a 38.4% year-on-year fall in ...