Decades of cloud systems and information technology (IT) expertise could propel this artificial intelligence (AI) specialist to new heights.
Mizuho analysts project a positive 2025 for chipmakers, supported by robust artificial intelligence (AI) demand, data center expansion, and advancements in networking and memory chips. This optimism persists
The strong AI momentum has more than doubled TSMC's sales since 2020, solidifying its position as a critical supplier in the semiconductor ecosystem. TSMC's stock has mirrored its operational success, soaring 81% over the past year and far outpacing the broader market's 28.5% gain.
As the demand for cutting-edge technology continues to soar, the talent shortage in the industry could stall innovation in virtually every sector of the global economy.
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.
Shares of artificial intelligence (AI) semiconductor stocks Nvidia (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Arm Holdings (NASDAQ: ARM) rallied on Friday, up 4.5%, 3.5%, and 10.
The semiconductor industry stands at a pivotal moment as we enter 2025. For investors seeking to capitalize on this technological revolution, here's an analysis of the most promising semiconductor stocks for the year ahead.
Two major developments have put AI on a new course: chip shortages during the COVID pandemic made chips a political topic while the software breakthroughs of OpenAI and other large language models sparked a race in generative AI. Let’s start with the hardware story.
The semiconductor sector, which saw significant gains in 2024, is expected to plateau in 2025, according to analysts at Jefferies. Last year, the Philadelphia Semiconductor Index rose over 19%, driven by a surge in
Taiwanese chip making giant TSMC said Friday its net sales rose by more than a third last year, beating its own forecast, as the company continued to
Nicolas Gaudois, head of Asia-Pacific technology research at UBS, discusses the main growth drivers for the names under its coverage.
Taiwan's dominance in semiconductor and AI server production has led to unprecedented trade figures with the United States. While initial forecasts predicted a US$59 billion surplus, the latest data from Taiwan's Ministry of Finance released on January 9,