DuPont cited continued recovery in semiconductor demand, driven primarily by AI-technology applications and stronger demand ...

The semiconductor market, which started rebounding earlier last year, carried the momentum and ended 2024 on a high.

Read here for a discussion on semiconductor industry uncertainties from US-China trade tensions, AI competition, and ...

Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick. In ...

OpenAI is progressing in its plan to develop custom AI chips to reduce the reliance on NVIDIA. According to a report, the ...

Manufacturing is something the semiconductor industry wanted to forget about for decades. It’s now front and center and ...

OpenAI is in the final stages of developing its own AI processor to reduce its reliance on Nvidia’s hardware. According to ...

We recently published a list of 10 Best Manufacturing Stocks To Buy Now. In this article, we are going to take a look at ...

TSMC management has indicated enormous AI opportunity for its foundry business, particularly for GPUs and ASICs. See why I ...

However, ASML's stock trades at a premium to the S&P 500, with a forward earnings multiple of 29.3 times, reflecting its crucial role in the semiconductor industry and the ongoing AI boom. While the ...

Lam Research, a US-based semiconductor giant, announces a significant ₹10,000 crore investment in India. This move is hailed as a milestone in India's semiconductor journey, aligning with PM Modi's ...