Semiconductor News & Analysis Feed

Recent gains in U.S. semiconductor equipment stocks, with memory stocks following suit, reflect growing market optimism about the semiconductor industry's future. This trend is largely driven by South Korea's unprecedented massive investments in artificial intelligence, which are stimulating global

The U.S. stock market is entering a historic bull market, with the S&P 500 achieving an unprecedented streak of nine consecutive weekly gains. Amid this surge, NVIDIA CEO Jensen Huang has outlined the three-stage evolution of AI infrastructure, highlighting the shift from compute to connectivity bot