Broadcom (AVGO) leads the ASIC market, supplying custom chips for high-performance computing. U.S. policy shifts and AI demand provide tailwinds for peers AMD and Nvidia.

Accelsius doubled its product portfolio in the first half of 2025, introducing the MR250 multi-rack CDU. The expanded portfolio addresses the full spectrum of cooling requirements as the industry ...

Dan Niles backs Microsoft and Nvidia for Q2 earnings, citing strong AI momentum, fundamentals, and growth potential.

Apple, Meta, Tesla and Amazon — now make up around 35% of the value of the US stock market, and NVIDIA's market value makes ...

Microsoft investors head into Wednesday's earnings with one big question: is the company's artificial intelligence edge at ...

NVIDIA has placed orders for 3,00,000 H20 chips to be manufactured by TSMC, its contract manufacturer for AI chips. According ...

A Transformative Deal with Tech at the Forefront The U.S. and EU finalized a framework trade agreement, a landmark deal to ...

CDNS is outperforming ahead of tonight's earnings report, which means the bar is high for the semiconductor stock to beat ...

CRN breaks down the 25 Most Influential Executives of 2025 who are driving sales, transforming their business and paving the ...

If Artificial General Intelligence becomes even partially realized over the next few years, the demand for NVDA ...

Graphjet Technology (“Graphjet” or “the Company”) announced today that it stands to benefit from the expansion in the semiconductor manufacturing in the United States, where many chip manufacturers ...

AMD heads into Q2 FY2025 earnings with strong momentum, driven by robust AI and data center demand, and a history of ...