Semiconductors
Alphabet’s Two-Front War: New AI Silicon Meets Internal Coding Anxiety
Alphabet has unveiled its eighth-generation Tensor Processing Units at Google Cloud Next in Las Vegas, splitting the lineup into two...
ASML’s Restructuring and Regulatory Risks Collide as Shareholders Back Record Payouts
ASML shareholders approved a bumper dividend and sweeping buyback authorizations at Wednesday’s annual meeting in Veldhoven, even as a fresh...
Nvidia Tightens Its Grip on the AI Supply Chain, From Memory Chips to Data Centers
The battle for Nvidia's next-generation chip business is intensifying, even as the company itself goes on an investment spree to...
Washington’s Chip Playbook: How Micron Is Weaponizing Policy to Win the AI Memory War
Micron's stock has been on a tear, but the company's most aggressive moves are happening far from the trading floor....
Broadcom’s AI Ambitions Fuel Record Growth and Scrutiny
Broadcom's stock is hovering near its 52-week high, a position underscored by staggering financial performance and ambitious targets. The semiconductor...
AMD’s Record Rally Fueled by Niche CPU Launch and Surging AI Demand
Shares of Advanced Micro Devices (AMD) surged to a historic peak this week, propelled by a potent mix of a...
Infineon Stock Hits Decade High as Analysts Eye 53 Euro Target
Shares of German semiconductor giant Infineon Technologies AG surged to a new 52-week high this week, propelled by a bullish...
Micron’s Political Gambit and AI Supremacy Forge a New Market Reality
The semiconductor landscape is no longer just about supply and demand; it's increasingly shaped by boardroom strategy and geopolitical maneuvering....
ASML’s Strategic Pivot Underwhelms Despite Raised Targets
A surge in quarterly profit and an upgraded annual forecast were not enough to satisfy investors at ASML Holding NV....
Broadcom’s AI Windfall Faces Scrutiny as Shareholders Question Pay
Broadcom's annual shareholder meeting on April 20 was a study in contrasts. While investors overwhelmingly backed the re-election of the...
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