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TSMC’s July revenue surged 45% to $14.5 billion, driven by AI chip demand, signaling strong tech sector investment in AI infrastructure. The company projects f…
Written by Chris Neiger for The Motley Fool -> Some investors are worried that Micron and other semiconductor stocks won't enjoy the AI spending boom for long…
Written by Keithen Drury for The Motley Fool -> TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconducto…
Controlled cracking technique prints quantum dots into precise pixels under 10 micrometers wide, enabling brighter, sharper, and more energy-efficient displays…
Broadcom’s AI chip revenue surged 143% year-over-year, nearly triple Nvidia’s 92% growth, driven by custom ASICs powering AI systems for major tech firms. This…
Written by Adam Spatacco for The Motley Fool -> Meta recently announced plans to increase its artificial intelligence (AI) capex budget. As AI infrastructure…
Nvidia’s revenue rose 72% YoY last quarter while Navitas posted negative gross margins; Nvidia’s deals in South Korea signal dominance in AI chips. Investors f…
Qorvo executive Philip Chesley sold 2,999 shares ($285,000) to cover taxes, reducing his holdings by 6%. The pending $13.8 billion merger with Skyworks Solutio…
Stanley Druckenmiller’s portfolio is heavily weighted toward Natera (21%) and Insmed (6.4%) instead of megacap tech, signaling a bet on biotech and semiconduct…
Written by Johnny Rice for The Motley Fool -> SpaceX (SPCX) stock surged Friday after a major post-IPO lockup expiration failed to trigger the sell-off invest…
Baird raised ON Semiconductor’s price target to $108 after strong Q2 earnings and AI growth, but kept a Neutral rating. Concerns remain over market-share loss …
