Myron Xie says TSM stock is the only game in town for AI chips. Nvidia and hyperscalers building their own chips rely heavily on TSMC.
The semiconductor industry has received a major shot in the arm from the rapid advancement of artificial intelligence (AI) technology: The size of the semiconductor market jumped by an estimated 19% last year to $630 billion,
Artificial intelligence (AI) isn't just a trend that will disappear in the next few years. AI is fundamentally how we do business, and the impacts will be felt for decades to come
Both Nvidia and Broadcom have talked about customers deploying AI chip clusters of 1 million or more in the near future, which is a huge jump from what recent AI models have been trained on. Today, most chipmakers,
UF researchers are looking for sustainable methods for semiconductor manufacturing as the United States works to become self-reliant on its production.
Shares of Taiwan Semiconductor Manufacturing (NYSE: TSM) gained 3.9% on Thursday, following the world's largest contract semiconductor manufacturer's release of its fourth-quarter 2024 report. The stock's rise is likely in part due to the company beating Wall Street's Q4 revenue and earnings expectations.
Shares of AMD have cratered over the past year, making it a rare example of a chip stock that has fallen out of favor with investors.
AI chip stocks rally on news of Taiwan Semiconductor's upbeat quarterly report and new US regulations on chip exports to China, impacting companies like Nvidia and Apple.
In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO),
Taiwan Semiconductor (TSM) is a strong investment with robust financial health and growth potential in the semiconductor market. Read more here.
Analyst Charles Shi reiterates a Buy rating for Taiwan Semiconductor with $225 price target. Company expects AI revenue to double in 2025.
Alif Semiconductor, a leading global supplier of secure, connected, power-efficient Artificial Intelligence and Machine Learning (AI/ML) microcontrollers (MCUs) and fusion processors, has reinforced its position as the pioneer of endpoint AI MCUs with the announcement of the second generation of its Ensemble family of products.