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How big is the AI chip industry in 2026? Global semiconductor revenue is projected to exceed $1.3 trillion in 2026...
Intel’s push to build competitive domestic semiconductor manufacturing capacity around its 18A and 14A process nodes is running into a financing environment defined by elevated interest...
Marvell isn’t the only way to play the AI chip race. Compare NVIDIA, Broadcom, AMD, TSMC, and ASML across the AI semiconductor supply chain to build...
Asian chip stocks led a fresh global selloff on Aug. 19, with Samsung and SK Hynix down over 7%. Here’s the fundamentals-vs-sentiment story behind the rout....
Jensen Huang wants Wall Street to believe a GPU can behave like a Manhattan office tower. This week, six of the largest asset managers on Earth...
Nvidia has begun shipping its advanced H200 AI chips to China under a reversed US export policy, but the volumes moving so far are, in the...
Semiconductor stocks that had roughly doubled during the second quarter of 2026 have started unwinding those gains fast, with the Philadelphia Semiconductor Index losing 6.7% in...
A global memory chip shortage is hitting AI hyperscalers, tanking Nvidia and Apple shares, and triggering a Wall Street rotation. Here’s what the AI sector’s supply...
On June 24, 2026, Micron Technology shares fell 13% in a single session — the stock’s worst single-day performance since June 5. The memory chipmaker had...
During a closed-door briefing with institutional investors in New York, Apple Inc. Chief Executive Tim Cook delivered a sobering assessment of the global hardware landscape, confirming...