For years, Elon Musk has talked about Dojo — the AI supercomputer that will be the cornerstone of Tesla’s AI ambitions. It’s ...

Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...

While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...

During an earnings call on 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiumization trend ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

The DeepSeek moment will benefit Taiwan Semiconductor Manufacturing’s business prospects, according to J.P. Morgan. On ...

TSMC (TSM) stock is a premium AI growth investment, but Trump’s tariff announcement has shaken things up. This week’s big news was the ...

Although Intel has yet to announce who will help produce the processors, TSMC already works with Intel to manufacture Arrow ...

We recently published a list of Coatue’s 35 Most Important AI Stocks. In this article, we are going to take a look at where ...

More importantly, ASML’s net bookings is a highly indicative metric for semiconductor demand, as it counts new orders, ...

ASML sales and profit soar in Q4 in 2024. Total net sales reached €9.3 billion and bookings surged past expectations to €7.09 ...

Taiwan Semiconductor Manufacturing Company reported robust 4Q24 earnings. Read more to see what makes TSM stock a top pick ...