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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- TSMC working hard to meet chip demand, would 'like' to hike pricesC.C. Wei, speaking at the company's annual shareholder meeting in the Taiwanese city of Hsinchu, said customers are still upbeat on the out...
- Broadcom's second-quarter revenue misses estimates as competition bitesSecond-quarter revenue came in at $22.19 billion, missing estimates of $22.27 billion, as Broadcom races with Nvidia whose dominant graphic...
- AI era: Chipmakers Micron and SK Hynix join the elite $1 trillion market cap clubThe global AI boom has transformed the semiconductor industry, pushing Micron and SK Hynix past the $1 trillion market value mark. Surging ...
- ASML CEO sees tight supply in booming chip market as AI demand soarsThe global chip market faces a prolonged period of tight supply. Demand from artificial intelligence, satellites, and robots is surging. AS...
- Micron stock jumps 14% to all-time high of $742.15, skyrocketing 690% in one year: Is AI demand transforming MU stock into the heart of the semiconductor revolution?Micron stock price shocked Wall Street after surged 14% and touched $738.12 in one of the biggest semiconductor rallies of 2026. The jump i...
- ASML says firm will not be chip industry's bottleneckBeing a bottleneck "is something we will avoid by all possible means; it is essential to maintaining our current position," CEO Christoph...
- AI boom strains Taiwan's SMC capacity, opens door for Samsung in chip raceA surge in global artificial intelligence (AI) demand is straining Taiwan Semiconductor Manufacturing Company (TSMC)'s production capacity,...
- Broadcom flags supply constraints, says TSMC capacity a bottleneckThe Taiwanese firm, the world's main producer of advanced AI chips, said in January that capacity was tight, as the boom in AI infrastruct...
- Is chip giant ASML about to hit a ceiling, or break through it?ASML shares are up 34% so far this month and trade at 42 times 2026 earnings estimates, well above Nvidia's 25 times, as analysts have ratc...
- Nvidia's chip demand faces scrutiny as DeepSeek stirs doubts on AI spendingThe world's second most valuable company has been the top beneficiary of an AI-driven spending spree by big technology companies over the p...
- AMD's AI bets face investor scrutiny as Big Tech switches to custom chipsChinese AI startup DeepSeek's advances with models that can reportedly match or outperform Western rivals at lower costs have also raised c...
- Broadcom unveils new tech to speed up custom chips amid rising GenAI demandBroadcom is among the biggest beneficiaries of hefty demand for AI-supporting hardware, as so-called hyperscalers turn to its custom chips ...
- Nvidia's AI chip demand still booming but slowing sales growth worries investorsNvidia, the world's most valuable firm, predicted its slowest revenue growth in seven quarters, falling short of investor expectations. Des...
- Nvidia's AI chip demand still booming but slowing sales growth worries investorsThe stock has nearly quadrupled so far this year and is up more than ninefold over the last two years, giving it a market value of $3.6 tri...
- Japan takes Taiwan's helping hand on long road to chip revivalThat Japan turned to TSMC for help on an industry it once dominated reflects the Taiwan chipmaker's dominant position in the foundry busine...
- Chip packaging is the next battleground for tech lead, CEO saysThe stacking of chiplets into a multifunctional 3D chip is among the many ways using which silicon designers are improving their capabiliti...
- Chipmaker Infineon ready to spend billions on acquisitions: CEOInfineon, which reported a 63% jump in segment profit to 3.4 billion euros ($3.6 billion) in the fiscal year that ended Sept. 30, has said ...
- Chip-starved firms are scavenging Silicon from washing machinesAutomakers have yet to overcome a semiconductor crunch that has challenged their operations for over a year.
- Washington is the weak link in global chip supply chain: Tim CulpanOne of the big mistakes Washington has made during this chip shortage is to act like the U.S is the only victim and its needs usurp anyone ...
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