Taiwan Semiconductor holds 90% of the market in advanced processor manufacturing. Nvidia dominates the AI semiconductor space ...

We're just days away from ringing in the new year, and the holiday break can be a good time for investors to review their ...

In December 2023, I discussed the reasons shares of Nvidia could double in 2024. These included the robust demand for its ...

There is little question Nvidia (NASDAQ:NVDA) has been the most consequential stock over the last two years. It has sometimes ...

Both stocks have had strong runs in 2024. Let's consider which semiconductor looks like the better buy heading into 2025.

Nvidia's Blackwell GPU holds the potential to dwarf Hopper's revenue in the coming quarters. I discuss what lies ahead for ...

Compared to NVIDIA’s EPS projections for $4.14 a share, which would only grow the underlying earnings by 41.3%, AMD looks ...

Advantest CEO Doug Lefever told the Financial Times that AI smartphones could justify the data-center spending spree that is ...

Complex data center workloads like training machine learning models and running artificial intelligence (AI) applications ...

When comparing NVIDIA with its top 4 peers based on the ... strong top-line performance relative to industry peers in the Semiconductors & Semiconductor Equipment sector.

Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...

TSM), the largest semiconductor foundry on the planet. When a company like Nvidia designs a new chip, it takes it to Taiwan Semiconductor to actually print the design on a silicon wafer.