President Lee delivered a keynote address unveiling a "San Francisco AI Declaration" that outlined South Korea's AI ambitions and its visio...

Chipmaker shares are experiencing significant price swings on Wall Street this month. Investors anticipate these companies will drive much ...

AI chipmaker stock rallies are losing momentum as investors reassess valuations. Hyperscaler capital expenditure growth is projected to slo...

For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assump...

US trade regulators have launched a probe into Samsung memory chips. This investigation follows a complaint alleging patent infringement by...

The real money in the AI build-out is being made where physical capacity can't keep pace with capital, argues Subho Moulik, Founder & CEO a...

Apple is reportedly exploring acquisitions of chip companies to enhance its AI server processors. The tech giant faces performance challeng...

JPMorgan is approaching a $1 trillion market valuation after record profits and a strong share rally. Robust investment banking, diversifie...

JPMorgan Chase is approaching a monumental valuation of $1 trillion, marking a pivotal achievement for the financial institution. Its remar...

Last week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, B...

Meta Platforms plans to manufacture its own artificial intelligence chip starting September. This initiative aims to significantly increase...

U.S. stocks closed lower after Donald Trump declared the Iran deal “over,” raising fears of further conflict and pushing oil prices higher....

In a post on X, Apple CEO Tim Cook called it a step towards an "end-to-end silicon supply chain" in the US, and the company thanked "the pr...

Broadcom shares gained after Apple announced a multi-year chip supply agreement exceeding $30 billion. The deal expands US manufacturing, s...

Apple will invest over $30 billion in a new chip supply deal. As part of the deal, ⁠Broadcom will spend $1.5 billion to expand a factory in...

U.S. stocks rose sharply, led by chipmakers like Broadcom on AI-driven optimism and a strong earnings outlook. Microsoft fell after announc...

Broadcom ⁠has been a supplying key components to Apple for a very long time, including custom radio frequency chips used in iPhones, Wi-Fi ...