Semiconductor News & Analysis Feed

Recent market volatility has impacted AI-related stocks, particularly chip designers like NVIDIA, Broadcom, and AMD, which have been at the forefront of AI development. While Broadcom's AI chip revenue forecast disappointed investors, NVIDIA CEO Jensen Huang offered a clear and optimistic perspectiv

Recent market volatility has seen AI-related stocks, particularly chip designers like NVIDIA, Broadcom, and AMD, experience a pullback after strong performance throughout the current bull market. Broadcom's AI semiconductor revenue forecast falling short of expectations triggered a sell-off, prompti

In the midst of the AI revolution, Nvidia dominates the AI accelerator market with its GPU technology, but Google (Alphabet) is challenging this position through its custom AI chips, the Tensor Processing Units (TPUs). Recently, Greg Abel, the successor to Warren Buffett at Berkshire Hathaway, incre