The market is coming off two strong years in 2023 and 2024, and that has led to a lot of expensive valuations for the ...

Trade groups from the semiconductor and manufacturing sectors have written to US President Joe Biden, criticising new export ...

In the rapidly evolving realm of artificial intelligence, the role of hardware—specifically AI chips—has become indispensable. Among the key players ...

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

Officially, TSMC is now allowed to produce 2 nm chips in the USA – a tactical calculation with little real impact.

Telstra’s decision to hive off its AI projects and staff will make other companies take notice. The big consulting groups and ...

Nvidia Corp.’s $3 trillion run-up in market value in the two years since ChatGPT helped trigger an AI frenzy is bigger than ...

Capable of running 200B-parameter models, Nvidia Project Digits packs the new Nvidia GB10 Grace Blackwell chip to allow ...

Learn what makes the new NVIDIA GeForce RTX 50 series tick in our RTX Blackwell graphics arcitecture deep dive.

The "Trump trade" that primarily lifted small and mid-cap stocks post-election has started to fizzle this January. Why?

Synthesia CEO Victor Riparbelli told CNBC his company isn’t “dependent” on venture capital, unlike companies such as OpenAI ...

Could Micron Technology Inc.’s stock be the big winner from Nvidia Corp. Chief Executive ... s new GeForce RTX 50 Blackwell family of gaming chips, Huang mentioned that Micron MU was providing ...