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The Chips Act Is Working. Why a Big Investor Is Bullish on U.S. Production.
Barrons.com· 2 days ago“If you want to be scared in a geopolitical way,” says semiconductor investor Paul “Chip” Schorr,...
Semiconductor Tycoons Get Richer On Rising Demand For Complex Chips Needed For AI
Forbes· 5 days agoThis story is part of Forbes’ coverage of Taiwan’s Richest 2024. Often called “Silicon Island,” Taiwan has long supplied most of the world’s semiconductors, creating wealth ...
Tech war: China's Big Fund III brings US$47.5 billion in fresh outlay for nation's semiconductor...
South China Morning Post via Yahoo Finance· 5 days agoChina's largest-ever chip investment fund is expected to bolster Beijing's support for the nation's...
South Korea plans to boost chip production amid global competition
Verdict via Yahoo Finance· 4 days agoEnhancing labour relations and ensuring transparent negotiations with unions will also mitigate...
3 Sorry Semiconductor Stocks to Sell in May While You Still Can
InvestorPlace· 5 days agoThe semiconductor boom has rewarded many investors who picked them up before the latest AI-fueled...
Nvidia Unveils Next-Generation Rubin AI Platform for 2026
Bloomberg via Yahoo Finance· 3 hours ago(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said the company plans to upgrade...
Ambarella Stock Is Rising. Wall Street Is Mixed on the Chip Maker.
Barrons.com· 3 days agoHe wrote in a research note that the partnership with the Chinese EV maker is a “win,” and “is...
Tech war: China doubles down on semiconductor self-sufficiency drive with US$47.5 billion Big Fund...
South China Morning Post via Yahoo Finance· 7 days agoChina has doubled down on efforts to achieve self-sufficiency in its semiconductor industry by...
Nvidia dominates the AI chip market, but there's more competition than ever
CNBC· 18 hours agoUnderscoring Nvidia's pricing power is a 78% gross margin, a stunningly high number for a hardware...
This Japanese Chip Equipment Maker Is On A Hot Streak
Forbes· 6 days agoAmid Japan’s push to reboot its global standing in semiconductors, Tokyo-based Disco, which makes...
