Looser regulatory restrictions and an increased focus on AI from the incoming presidential administration could be a boon to leaders in the space.
Taiwan Semiconductor Manufacturing Co (TSMC) has notified Chinese chip design companies that it is suspending production of their most advanced AI chips from Monday, the Financial Times reported, citing three people familiar with the matter.
The past couple of years have been absolutely phenomenal for technology stocks, which is evident from the 90% gains clocked by the Nasdaq-100 Technology Sector index during this period, and artificial intelligence (AI) is one of the main reasons behind this outstanding surge.
The method scales up wafer size and improves reproducibility, marking a significant step forward in semiconductor development for AI and cognitive computing.
Taiwan Semiconductor is a fantastic AI investment because it doesn't require you to pick a winner in the space. With AI revenue becoming a meaningful part of the business, TSMC has risen to the top as one of the best investments you can make today.
ON Semiconductor has been hit by falling sales to auto makers and sluggish sales of its industrial chips. That’s about to change—and its earnings picture looks bright.
Jensen Huang, the CEO of Nvidia discussed on the No Priors AI-focused podcast the concept of "Hyper Moore’s Law."
Samsung Electronics was once the dominant player in a type of semiconductor known as memory, putting it in a great position to capitalize on the boom of artificial intelligence.
In this piece, we will take a look at AI and semiconductor stocks that fund managers are buying and selling according to Bank of America’s data. The initial wave of artificial intelligence investing has shaken up the stock market. Suddenly, technology ...
Read here for an analysis of Taiwan Semiconductor's (TSM) potential growth and valuation in the AI market through Discounted Cash Flow Analyses.
The semiconductor sector has more than rebounded from some volatility earlier this year, with the SOXX index making some solid gains to kick off November. This index is still roughly 15% off its all-time high,
The global semiconductor industry is witnessing a strong recovery phase after sales suffered in 2023. The rebound is being fueled by advancements in artificial intelligence (AI) technologies, data processing, and a resurgence in electronics manufacturing, which are driving market demand.