The semiconductor index (SOX) has been on a tear over the last couple of years. The SOX surged by a whopping 66.95% in 2023, ...
"The big overhang on the chip space is really the view that Trump maykeep all or most of Biden's cumbersome 'AI Diffusion Rules,' which addlayers of oversight, bureaucracy and limitations on sales of ...
Broadcom Inc. (NASDAQ:AVGO) is a global technology leader specializing in the design, development, and supply of a wide range ...
Chief Executive Lip-Bu Tan may include a recommitment to the embattled chipmaker's focus on design and boost its foundry by ...
Google's strategy for its TPUs (Tensor Processing used in their servers) is undergoing a potentially significant change, with ...
Broadcom’s growth is heavily dependent on a small number of hyperscaler clients in its AI-based semiconductor business. In Q1 ...
Tech giants Microsoft and Meta have faced challenges in producing AI chips. OpenAI’s move aligns with industry efforts to ...
SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original ...
DeepSeek stormed the LLM market, but may bring in more demand for AI chips in the future. Abstract Chinese AI startup ...