The U.S.-China race for artificial intelligence (AI) leadership is accelerating, with new restrictions, market bifurcation, and national champions reshaping the global semiconductor landscape.

Samsung Electronics Co., the world’s leading memory chipmaker, is in talks to supply customized sixth-generation ...

Taiwan Semiconductor Manufacturing (NYSE:TSM) held a groundbreaking ceremony for its third fab in Arizona, as the world's ...

Taiwan Semiconductor Manufacturing is basking in the approval of the Trump administration for its U.S. investment plans.

Intel held its 2025 Foundry Direct Connect presentation where it outlined the next few years for the company in terms of production and fabrication. The company outlined the future roadmap of the 18A ...

Upon taking the CEO job in March, Lip-Bu Tan vowed to reshape Intel and at his first public remarks asked the company's ...

Nvidia's Blackwell chips were built in anticipation for trillion-parameter models, Windsor said, meaning that AI developers without access to the chips are set to face longer training times and higher ...

Nvidia is a bet on a single company's ability to innovate ahead of the competition, which has been a good bet for years. However, it makes Nvidia a much riskier stock than TSMC, with TSMC holding most ...

We recently published a list of Top 10 Stocks to Watch Ahead of May. In this article, we are going to take a look at where ...

Challenging NVIDIA’s clout won’t be easy. The chip giant now offers full-stack AI data centers, including chips and software.

The AI boom in 2025 is driving strong demand for Broadcom's AI infrastructure solutions, making it a compelling buy despite ...

Taiwan Semiconductor Manufacturing (NYSE: TSM), popularly known as TSMC, has turned out to be a solid investment over the ...