Nvidia's 2Q FY2026 outlook indicates the H20 headwind persists, with an $8B inventory write-off expected. Read why I ...

While Nvidia remains the headline act, the semiconductor narrative is no longer a one-player story. Read more here.

Around 1,000 TWh of electricity will be needed for data centers, thereby, eliciting significant semiconductor innovation, ...

Hitachi has partnered with the regional transmission operator (RTO) Southwest Power Pool to develop an Nvidia-powered ...

An OECD warning of economic damage from President Trump's tariffs has put investors on watch for progress in US trade talks.

U.S. tariffs are having some impact but demand for artificial intelligence (AI) remains strong and continues to outpace ...

Ansys divest requirements; SIA Factbook; McKinsey effects of tariffs; ASE's fan-out bridge; earnings; TSMC's design center; ...

A year has passed since the xAI supercomputer project in Memphis was announced. Here is what to watch for as the project ...

Taiwan has only one company on the list - TSMC - the company produces 80-90% of the world's most advanced semiconductors and ...

AI revolution investing interview with Wall Street Journal’s “Best on the Street” Tore Svanberg, Managing Director at Stifel ...

Specifically, United Airlines and JetBlue announced a new partnership that will certainly have a large impact on the market ...

As the semiconductor industry continues to evolve, the spotlight often shines on Nvidia (NVDA), given its dominance in ...