These top chip suppliers expect strong demand to continue.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 19, BofA said in a note that long-only investors made a strong ...

In early March, Iran attacked AWS data centers in the UAE and Bahrain with drones and missiles in an attempt to cripple the region's websites, apps, and cloud services. As of this writing, two of ...

Samsung secures deal to exclusively supply HBM4 memory for OpenAI's first own AI chip, Titan, potentially reshaping the AI hardware market.

Samsung has reportedly secured a deal to supply up to 800 million gigabits of HBM4 memory chips to OpenAI for its custom ...

TSMC built its dominance not just on cutting-edge fabs, but on closely guarded know-how that rivals cannot easily replicate. Now, that edge is at the center of a high-stakes legal fight. Former senior ...

Samsung is investing a record $73.2 billion to lead the AI ​​chip industry, mainly fueled by HBM4 and big deals like the one with Nvidia.

Analysts believe that the chipset will have 12GB of RAM embedded in it across the board. This means that the base model ...

Spending for artificial intelligence infrastructure is booming, but most investors still don’t understand the fundamentals of ...

TSMC (TSM) reports $10.1B February revenue, up 22% YoY, as Nvidia becomes largest customer at 19% share, overtaking Apple in historic business shift.

However, the market's subdued response indicates that this rapid growth may already be “priced in” for Nvidia's stock.

Samsung (SSNLF) stock gains as the tech giant commits $73B to AI chips and R&D in 2026, challenging TSMC and SK Hynix in the ...