Semiconductors

At its recent GTC 2026 conference in San Jose, Nvidia made a bold revision to its market outlook. Chief Executive...

As Micron Technology prepares to release its quarterly results, the company finds itself in an enviable, yet high-pressure, position: its...

A fundamental shift is underway in technology investing. The market's focus is moving decisively from conceptual software narratives to the...

For years, the graphics processing unit (GPU) has been the undisputed star of artificial intelligence computing. Advanced Micro Devices (AMD)...

The insatiable data appetite of next-generation artificial intelligence systems, a key theme at Nvidia's recent GTC developer conference, is shifting...

While much of the market remains fixated on identifying the next major winner in artificial intelligence, Munich-based semiconductor giant Infineon...

A recent analyst downgrade has cast a shadow over Infineon's stock, tempering investor enthusiasm following the semiconductor manufacturer's robust first-quarter...

In March 2026, China's semiconductor industry publicly confirmed a long-held strategic objective: to develop its own EUV lithography system and...

Since becoming an independent entity following its separation from Western Digital in February 2025, SanDisk has emerged as one of...

The spotlight is firmly on Coherent as the company solidifies its role as a critical infrastructure provider for the artificial...