Arm Holdings did not offer full-year guidance for its new fiscal year in its earnings report in May, and the stock fell as a ...

President Trump threatened to hit chip imports with tariffs after he took office early this year and soon initiated a trade ...

Samsung is focusing on substance over speed for its next-gen 2nm process, 'preparing for a 3-4 year long-term competition ...

Most on Wall Street remain bullish about Nvidia’s prospects on increasing positive signs about AI demand, including a robust ...

ASML beats Q2 estimates driven by AI chip demand. With strong margins, unique positioning, and 15% growth forecast, discover ...

Arm shares rose Monday as analysts at Wells Fargo raised their price target for the chip designer’s stock ahead of its ...

With the recent earnings release, we explore which chip giant offers the better investment opportunity. The post TSMC vs ASML ...

The share of chip machine manufacturer ASML fell hard this morning. At opening, the rate was about seven percent lower. The blow followed a warning from the company: Growth in 2026 is no longer ...

AI chip sales to China resume; TSMC accelerates U.S. production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new litho system; SiC, GaN buildout; CPO market; rowhammer attack on GPUs; Q2 ...

In many cases, stock picking is a really important part of the investing process – but sometimes you can literally just throw darts at a theme. There’s one such theme at the moment.

ASML has a monopoly in a subset of semiconductor manufacturing equipment machines. Alphabet is the leading company in AI ...

Data graph platform Apollo GraphQL co-founder and Chief Technology Officer Matt DeBergalis is moving up to CEO, succeeding co ...