This surge is fueled significantly by AI-specific chips, which are expected to account for 30 percent of the total market volume. Investments from hyperscale cloud providers in this area are forecast ...

Taiwan Semiconductor is a key chip supplier to all major hardware players. Management believes AI chip growth will last for multiple years. The dominant chip foundry is expanding beyond Taiwan to ...

As U.S. President Donald Trump signaled a de-escalation to the war with Iran, semiconductor and artificial intelligence stocks gained on Monday with Nvidia (NVDA) and AMD (AMD) leading the sector. In ...

Taiwan Semiconductor Manufacturing reported big increases in revenue, net income, and earnings per share in Q4 2025. CEO C.C. Wei also said that the company was raising its artificial intelligence (AI ...

Now that Tower Semiconductor (TSEM) has full ownership and operational control of Tower Partners Semiconductor’s (TPSCo) 12-inch fab and foundry business, it likely means “meaningful upside” for Tower ...

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers (CSPs) will reach ...

Semiconductor stocks have been a key source of support within the broader technology sector, helping to offset weakness in other areas. If that leadership falters, however, it could remove an ...

GlobalFoundries has filed multiple lawsuits against rival Tower Semiconductor, alleging infringement of 11 patents related to chip manufacturing technologies used in smartphones and other electronic ...

The demonstration uses a silicon MZM without use of exotic materials targeting next-generation 3.2T optical transceivers MIGDAL HAEMEK, Israel, March 23, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM) ...

The semiconductor sector is having a tough time and its chart set-up is not looking good, according to Mark Newton, head of technical strategy at Fundstrat. Newton looks at the VanEck Semiconductor ...