The advent of AI has sent the semiconductor industry into overdrive over the past year. Volatility is part of the price of admission.
Decades of cloud systems and information technology (IT) expertise could propel this artificial intelligence (AI) specialist to new heights.
Analyst William Stein reports on CES 2025, highlighting strong AI infrastructure spending, benefiting Nvidia and increasing target for Analog Devices.
Wedbush analyst Dan Ives remains bullish and expects Tesla's market cap to hit $2 trillion in 2025, saying the coming four years will be a "total game changer" for Tesla. He expects the Trump administration to fast-track full self-driving (FSD), paving the way for the company's robotaxi agenda.
TOKYO -- The global semiconductor market will rely on artificial intelligence in 2025 as data center demand skyrockets, according to analysts surveyed by Nikkei, as EV and smartphone-related demand remains mired in stagnation.
TSMC is making headlines again with its AI exploits. The world’s largest chipmaker raked in 868.5 billion New Taiwan dollars ($26.3 billion) in revenue for
A recent class action lawsuit against ASML Holding N.V. underscores significant developments in the AI chips sector, focusing on the challenges faced by a key supplier to the semiconductor industry. ASML,
The world's largest chip manufacturer reported fourth-quarter revenue of 868.5 billion New Taiwan dollars ($26.3 billion), according to CNBC calculations, up 38.8% year-on-year. That beat Refinitiv consensus estimates of 850.1 billion New Taiwan dollars.
TSMC's Q4 2024 revenue surges 34.4%, driven by AI demand. For December alone, TSMC reported a revenue increase of 57.8%.
Japanese semiconductor testing equipment maker Advantest Corp. has emerged as a key beneficiary of the artificial intelligence boom, with its stock showing a remarkable 0.93 correlation coefficient with NVIDIA Corp.
Nicolas Gaudois, head of Asia-Pacific technology research at UBS, discusses the main growth drivers for the names under its coverage.
Taiwan Semiconductor Manufacturing Co. posted fourth-quarter revenue that beat Wall Street estimates as the company keeps gaining from the artificial intelligence (AI) boom.