Semiconductor News & Analysis Feed

NVIDIA Corporation continues to attract strong institutional interest, as evidenced by Strategic Planning Group LLC increasing its stake by 25.4% in the second quarter. The fund now holds 184,436 shares, representing 4.0% of its portfolio and making it the fourth-largest holding. Other investors suc

This article explores the strategic implications of semiconductor supply chains amid rising AI-driven demand, geopolitical volatility, and massive capital requirements. It highlights how the semiconductor industry faces unprecedented challenges, with fabs taking three to four years from investment t