Donald Trump's return as U.S. president for the second time on Wednesday boosted equity markets on bets of lower corporate ...

Advanced Micro Devices (NASDAQ: AMD) is a semiconductor sector veteran, and the company is known for its relentless pursuit ...

More bad news was in the offing for AMD investors when the company released third-quarter results on Oct. 29. Though it reported healthy year-over-year growth in revenue and earnings, Wall Street was ...

The S&P 500 has become more expensive since 2016 as the weightings of the technology sector and so-called Big Tech companies have increased in the index, according to DataTrek. Chip maker Nvidia has ...

A study of 30 leading semiconductor firms finds that recent U.S. export controls aimed at China have not hindered innovation.

18A is the node when Intel believes it will surpass TSMC in process technology. On the call, Gelsinger noted Intel's internal 18A products, Clearwater Forest for data centers and Panther Lake for PCs, ...

As the global chip war between China and the US reaches a fever pitch, a quiet giant is emerging to take the spotlight.

AMD CIO Hasmukh Ranjan has the company on the path to take full advantage of advances in artificial intelligence.

We recently published a list of Jefferies’ Top Crowded Semiconductor Short Positions: Top 10 Stocks. In this article, we are ...

Cerebras’ WSE-3 has 4 trillion transistors, and staggering amounts of on-chip memory. It has around 9,000 cores, for an estimated 125 petaflops capacity. We reported a while ago on these types of ...

Dan Kemp is the chief research and investment officer for Morningstar*. Dan leads the Research and Investment team that ...

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