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Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic'
The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid ...
If hyperscalers and chip companies don’t build up a TSMC competitor they are set to forego billions of dollars in revenue and ...
TSMC holds a crucial place in the semiconductor supply chain, and 24/7 Wall St. projects a substantial gain for the stock by ...
So, how is the AI space shaping up for 2026? Consensus estimates from Goldman Sachs indicate that AI companies could spend ...
We see large potential” in MediaTek’s AI application-specific integrated circuits, Morgan Stanley analysts including Charlie ...
Spending on chip fabrication equipment is soaring -- and sending these stocks higher.
MarketBeat on MSN
Which semiconductor equipment stock has more upside in 2026?
As earnings season picks up for semiconductor stocks, investors will want to assess which companies might be best positioned for a bump. Outside of the biggest players like NVIDIA Corp. (NASDAQ: NVDA) ...
Over the past two decades the iPhone and its imitators have come to dominate how consumers interact with the digital world.
Across the computing industry, computer memory (both in the form of RAM and flash storage) has only been getting ...
TOKYO] SoftBank Group has halted talks about an acquisition of US data centre operator Switch, a setback to founder Masayoshi ...
A free-for-all of factory expansion among China’s battery manufacturers has left more than 40% of the country’s battery ...
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