Browsing: Semiconductor

Vivek Vishwakarma16 Sep 2026 12:59IST New Update

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Between 2023 and 2025, Nvidia (NASDAQ: NVDA) was the market’s most obvious artificial intelligence (AI) trade. During this period, the stock went parabolic, surging by 1,180% and turning the chipmaker into the world’s most valuable company by market cap. On a split-adjusted basis, that was a climb from about $14 per share to $186 by…

In the chip world, there’s really only one monopoly: ASML Holding(NASDAQ: ASML). ASML makes a machine that no one else in the world has the technology to make, and it’s vital to the production process of every advanced chip manufacturer, including Taiwan Semiconductor Manufacturing (NYSE: TSM).

USD 1.7 Billion absolute opportunity by 2036, led by MOSFET solid-state relays, PCB mount packages and industrial automation.

Sumit Vishwakarma03 Sep 2026 15:03IST New Update

Predicting which company will be the ultimate winner in artificial intelligence (AI) isn’t easy. One may say it will be the AI companies like OpenAI or Anthropic that will be the winners. Others may point to hardware companies like Advanced Micro Devices (NASDAQ: AMD) or Nvidia (NASDAQ: NVDA). While I tend to lean toward the…

When it comes to artificial intelligence (AI) semiconductor stocks, Nvidia (NASDAQ: NVDA) is the gold standard, and there is still a lot to like about the stock. It remains the dominant chip company for AI model training, and that is unlikely to change. Most early foundational AI code was written using its CUDA software platform…

Samsung’s semiconductor division experienced a significant profit surge despite general challenges in the smartphone sector faced by companies like Qualcomm and Arm. The demand gap between consumer and enterprise hardware is widening, impacting company performance differently within the semiconductor industry.