Semiconductors

The narrative surrounding Nvidia is no longer solely about selling chips to hyperscalers. A pair of developments this week —...

Infineon rarely gets mentioned in the same breath as Nvidia when investors talk about artificial intelligence. That perception is shifting...

The most ambitious private investment in New York’s history is moving from blueprint to bulldozer. Micron Technology has selected Bechtel...

Advanced Micro Devices is delivering some of its most compelling technology breakthroughs in years, yet the market’s mood has shifted...

The semiconductor industry's AI narrative typically orbits processors, data centers, and cloud contracts. Infineon, however, is carving out a less...

ASML shares surged toward an all-time high this week after the Dutch chip-equipment giant sealed a revised social plan with...

When a company lands an $8.2 million production order from a military satellite supplier and sees its equity value triple...

The stock that has defined the AI boom is once again caught between blistering operational momentum and a punishing macro...

The disconnect between SanDisk’s explosive fundamentals and its stock price has rarely been starker. While the memory specialist posted a...

The Micron share has been on a tear, yet the past week has brought a sharp reversal. Trading at €784.70,...