Semiconductor News & Analysis Feed

This article examines Vicor Corporation's (VICR) pivotal role in next-generation NVIDIA GPUs, particularly focusing on its unique vertical power delivery solution. As GPU power demands exceed 1.5–2 kW, Vicor's technology is emerging as a potential industry standard. The company's patent portfolio cr

Qualcomm (QCOM), a leading global wireless technology company, is strategically positioning itself in the artificial intelligence (AI) sector, particularly in the datacenter and AI accelerator markets. Despite trading at a forward P/E of just 16.4x, the market has not yet fully priced in its potenti