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Jordan Klein, Tech Media & Telecom Analyst at Mizuho, says Nvidia remains dominant in AI chips and expects strong growth from ...
Needham Company has raised its price target for Taiwan Semiconductor Manufacturing Co. (TSMC) to $270 from $225, reaffirming a Buy rating based on a bullish long-term AI growth outlook. In a new note, ...
Advanced packaging continues to gain momentum, with the industry closely watching as TSMC not only secures large orders from ...
TSMC's major chip customers are expected to upgrade to its next-gen 2nm process node in 2026, with Apple and Bitmain to be ...
Microsoft's push into custom artificial intelligence hardware has hit a serious snag. Its next-generation Maia chip, ...
17hOpinion
Zacks Investment Research on MSN3 Top Artificial Intelligence (AI) Stocks to Buy Not Named NvidiaWall Street bulls pushed the stock market to new all-time highs to end June, as investors bet on a cease-fire deal in the ...
Stanley Druckenmiller has shown he's a firm believer in the future of artificial intelligence (AI), as he's invested in ...
Microsoft's aim of reducing its dependence on NVIDIA for AI chips seems to be failing, as its in-house AI chip has been ...
Taiwanese ASIC firms like Alchip and TSMC-affiliated GUC are riding the wave of growing demand, collaborating with AWS and ...
Ahead of TSMC and Apple, Samsung plans to manufacture chips with 2-nm technology in 2026 and install them in the Galaxy S26, ...
Weekly news roundup: Taiwan's Huawei export ban, Nvidia H20 blocked by US, TSMC-Samsung 2nm showdown
Below are the most-read stories from June 16 to June 22, 2025. Top developments include tighter US chip restrictions on China ...
Nvidia is a monster chip stock, but it's not capturing the insatiable demand for custom AI accelerators. Broadcom expects demand for its custom AI chips to accelerate through 2026. Taiwan ...
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