Larry Dignan, editor in chief at Constellation Research's Constellation Insights, captured this view in an analyst note that ...

Situational Awareness LP, the AI-focused hedge fund led by Leopold Aschenbrenner with Carl Shulman as research lead, disclosed a 9.4% position in Core Scientific (CORZ), filing an amended Schedule 13D ...

The company’s innovations, showcased at the OCP Global Summit, are designed to drive the latest AI-based data centers.

Broadcom (NASDAQ:AVGO) has transformed from a smartphone chip stalwart to a formidable AI powerhouse rivaling giants like ...

TSMC, the world's biggest producer of advanced chips, raised its full-year revenue forecast on Thursday on a bullish outlook ...

TSMC reported strong third-quarter earnings, with executives pointing specifically to the "mega trend" of AI as the force ...

TSMC stock was in the red in early trading on Thursday, even as the company posted strong quarterly results. US-listed shares ...

TSMC’s bullish guidance triggered a fresh AI chip rally, lifting Nvidia and semis. But the Fed’s Beige Book shows a slowing ...

I believe that Arista Networks may continue benefiting from the multi-year cloud supercycle. Click here to read why ANET ...

Micron is also growing into a major player in the market for high-bandwidth memory, which is in high demand from chip makers such as Nvidia for its next-generation chips for AI training and ...

Semiconductor stocks advanced on Thursday after top contract chipmaker TSMC issued a rosy forecast, fanning optimism about ...

Shares of some major U.S. chipmakers also advanced, building on gains from Wednesday when ASML's solid quarterly results and ...