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Taiwan chip giant TSMC reported profits that leaped more than 61% year-over-year, driven largely by the demand for chips to ...

Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside. AMD and Broadcom, meanwhile, have huge opportunities. Given their smaller sizes, the stocks have the ...

Nvidia leads the AI ecosystem with unmatched dominance across hardware, software, and systems, fueling strong growth. See why ...

Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

Samsung Electronics said a trade deal between South Korea and Washington will help to alleviate business uncertainty, as the ...

Nvidia's data center revenue hit $39.1 billion last quarter, while AMD's was just $3.7 billion. It doesn't have to take massive share from the leader to see explosive growth, as even modest wins ...

AMD surged nearly 38% in 3 months, beating SOX, S&P 500, and Nasdaq, fueled by AI demand and strong Q1 results. Analyst Arya sees AMD gaining 3–4% of the $300B–$400B AI chip market despite ...

Taiwan Semiconductor Manufacturing Co., the world's largest contract chipmaker, posted a first-half revenue surge of 40% on booming AI demand. TSMC's June revenue dropped, however, over the ...

Nvidia has partnered with Perplexity and Mistral AI to enhance AI infrastructure and language model development across Europe, focusing on local businesses. Their initiatives include developing ...