Browsing: Semiconductor

Applied Materials (NASDAQ:AMAT) primarily generates its revenue by designing, developing, and manufacturing the complex wafer fabrication equipment and materials engineering tools used by its diverse base of global customers to produce integrated circuits.

US stocks rose on Tuesday morning as the AI trade, earnings, and an upcoming Fed decision remained in focus.

Few stocks are as much of a guaranteed winner from the AI build-out as Taiwan Semiconductor (NYSE: TSM) is. Taiwan Semiconductor is the world’s largest chip foundry by far, and it’s the only one with the technology and expertise to produce the cutting-edge chips needed to power devices like GPUs from Nvidia or smartphones from…

Navitas Semiconductor recently announced an ultra high voltage 2,300 V SiC power module family and a 24 kW, 800 V to 12 V DC-DC power delivery board for AI data centers, grid infrastructure and high power energy systems.

Last week was the worst stretch for chip stocks in over a year. The Philadelphia Semiconductor index dropped more than 11%, a hot inflation print raised the cost of funding every data center on the drawing board, and the impact of worries about CoreWeave’s (NASDAQ: CRWV) debt load spread to every company selling into AI…

TSMC’s advanced nodes lock in AI chip customers, with HPC representing 68% of revenue and full-year 2026 USD revenue growth targeting 44%.

Anyone who has invested in the artificial intelligence (AI) space for a while knows how good of an AI investment Taiwan Semiconductor Manufacturing (NYSE: TSM) is. However, TSMC just proved it once again with another blowout quarter, driven by impressive AI demand.

NVIDIA today announced semiconductor leaders are adopting NVIDIA CUDA-X™ libraries — including the new NVIDIA cuPotential library, which developers can use to build AI agents that simulate how atoms and molecules interact — to advance AI-defined fabs.

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ASML Holding (NASDAQ:ASML) primarily generates its revenue by researching, developing, manufacturing, marketing, and servicing the advanced lithography systems utilized globally by its customers to produce complex integrated circuits.