We're just days away from ringing in the new year, and the holiday break can be a good time for investors to review their ...

Broadcom estimates revenue from its three existing hyperscale customers will range from $60 billion to $90 billion in 2027, ...

Advantest CEO Doug Lefever told the Financial Times that AI smartphones could justify the data-center spending spree that is ...

Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for ...

Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.

Both Wolfspeed and Nvidia have developed cutting-edge semiconductors and are poised for years of growth ahead. Wolfspeed ...

Conversely, Lefever noted that demand for AI-enabled smartphones is currently sluggish but could surge if a breakthrough ...

BE Semiconductor (BESIY) is likely to see several positive catalysts going into the next few years. Read for more.

Nvidia holds an estimated 90% of the market share for AI computing ... "It's about customers recognizing that there are novel ...

Both offer innovative technologies that make them attractive investments. Let's examine Wolfspeed and Nvidia to help you assess which is the better semiconductor stock for the long haul.

With the rise of AI, Nvidia has turned into a semiconductor powerhouse. It is now the world's leading semiconductor company by market cap. CEO Jensen Huang anticipated the need for accelerated ...

Nvidia's dominance in AI chips faces challenges from competitors and market shifts, impacting revenue and growth prospects.