Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot ge...

SpaceX is trading at around 107 times its 2025 sales, an astronomical valuation. By comparison, AI heavyweight chipmaker Nvidia recently tr...

OpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...

Apple has increased prices for its iPad and MacBook models due to escalating costs of memory and storage chips, a surge fueled by the AI in...

Indian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech's AI spending concerns, the Dow edged higher....

Global chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...

Tokyo's Nikkei index soared to a record high, surging over 4% on Thursday. This significant jump was fueled by a powerful rally in AI-relat...

South Korea’s KOSPI surged as much as 6% to an intraday high of 8,982, extending gains for a second straight session and recovering sharply...

Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...

Micron's earnings report highlights the rising influence of AI on the semiconductor sector. The company has exceeded projections while fore...

Qualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabili...

SK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...

The leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...

SK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...

Forget the hype around tech giants like Mag 7 and MANGOS. Current market data reveals a shift, with US small-cap and old-economy stocks lik...

Infosys and Wipro ADRs plunged following Accenture’s reduced FY26 revenue forecast. This downgrade highlights enterprise caution regarding ...