SMH can be a good pick for investors seeking exposure to hardware driving AI adoption, without betting on a single stock.

At the UBS Greater China Conference 2026 held in Shanghai on Wednesday, Jimmy Yu, China Technology Semiconductor Analyst at ...

The Trump administration placed new security requirements on Nividia’s semiconductor sales to China, but essentially greenlighted the export of its powerful H200 artificial intelligence ...

When it comes to artificial intelligence (AI) infrastructure, there has been no company as dominant as Nvidia (NASDAQ: NVDA).

Electronics manufacturing services major Foxconn and India's HCL Group have formally named their semiconductor joint venture ...

On a weekday morning in Taiwan’s Hsinchu Science Park, delivery trucks queue outside semiconductor foundries. Just a few ...

The tariffs will allow President Trump to take a cut of Nvidia’s chip sales to China while putting off a decision about ...

China tech policy, what export controls have achieved so far, and why timing now matters more than chip generations.

As the marketplace for semiconductors grows beyond Nvidia, Broadcom—a major competitor—should see its stock price grow ...

Mar Vista U.S. Quality Strategy stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ...

When classic 2D scaling dominated, the industry’s center of gravity was disinflationary: Chip average selling prices (ASPs) trended lower, and wafer fab equipment (WFE) growth was intermittent. In ...

South Korean firm will invest in an advanced packaging plant in Cheongju to expand HBM supply as AI demand tightens memory.