Qualcomm shares saw a significant jump. CEO Cristiano Amon expressed confidence in a smartphone market rebound post the fiscal third quarte...

Demand for its AI model Claude has ⁠accelerated in 2026, with the startup's run-rate revenue now surpassing $30 billion, up from about $9 b...

The Taiwanese firm, the world's main producer of advanced AI chips, said in January ⁠that capacity was tight, as the boom in AI infrastruct...

Broadcom shares rose nearly 3% on Thursday after the company predicted over $100 billion in AI chip sales next year, signaling rapid share ...

Big Tech firms such as Alphabet, Microsoft , Amazon and Meta are expected to spend at least $630 billion to build ⁠AI infrastructure ⁠this ...

Intel shareholders are optimistic about the company's results like they have not been for many quarters, betting the turnaround CEO Lip-Bu ...

Oracle shares are up just 13 per cent now for the year, having erased all the gains from a 36 per cent jump in September, when it reported ...

Oracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI...

The company has dropped the ambitious foundry plans for now due to the costs and time needed to build a network, and plans instead to focus...

India must at some point build its own fabs. But if India builds just five fabs as big as Vedanta’s, its subsidy bill may be as large as th...

Broadcom may experience some weakness in demand in the upcoming quarters as enterprise, cloud and service providers are likely to moderate ...

A global shortage of containers and the chaos at ports has choked the movement of goods and hurt many businesses. Worse, semiconductor shor...

Chip investors are already looking ahead -- with trepidation -- to the industry’s next glut. In the past, lengthening lead times have been ...

As many as 10 million units of iPhone 13 are expected to be slashed.

Apple told its manufacturers that the number of units would be lower because chip suppliers including Broadcom Inc and Texas Instruments ar...

Intel, the world’s largest chipmaker, gets the majority of its sales from providing processors that run personal computers and servers, mac...

With semiconductor foundries struggling to allocate scarce capacity, less profitable work gets pushed to the back of the line.