Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has ...
Few companies have as strong a growth trajectory as Taiwan Semiconductor Manufacturing (NYSE: TSM). TSMC, as it's also known, is the world's largest contract chip manufacturer, which means that it ...
Navitas' Q3 results continue to highlight a widening divergence between its weak underlying fundamentals and ballooning valuation premium. Despite increasing confidence in its foray into high-power ...
VanEck's Fabless Semiconductor ETF has delivered sector-leading returns. It has larger weights in the top 3 providers of AI compute engines (NVIDIA, Broadcom, & AMD) than its sister fund SMH. SMHX ...
In the Adhishthana Principles, the Guna Triads comprising phases 14, 15, and 16 are critical in determining whether a stock will achieve Nirvana, its ultimate high across the full cycle. In ON's case, ...
BE Semiconductor’s fourth-quarter revenue of EUR 153.4 million was at the midpoint of guidance, a 4% year-on-year decline. The outlook for next quarter disappointed investors, as Besi expects a 5% ...
Chip stocks got hit hard on Monday in response to the launch of the Chinese artificial intelligence (AI) chatbot DeepSeek. Several major AI stocks saw double-digit, one-day losses. Investors were ...
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