For the first time in several quarters, the broader semiconductor sector is showing early signs of recovery in terms of clearing inventory. Read more here.

In today's video, I discuss recent updates affecting Broadcom (NASDAQ: AVGO) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Semiconductor stocks face increasing risk in 2025 as tariffs and geopolitical risk rise. I analyze which semiconductors have the highest and lowest exposure to China.

Apple is reportedly developing a custom server processor to power its AI services. Codenamed "Project Baltra," the initiative aims to bolster the AI capabilities integrated into

The chip maker booked 220% growth in AI semiconductor revenue for the latest fiscal year — and sees future AI sales far greater than that $12.2 billion sum.

However, billionaire David Tepper sold Nvidia in the third quarter and bought a shocking AI stock: electric utility Vistra ( VST -0.13%). That was a bad pun, but Tepper is a good case study for investors because his hedge fund Appaloosa more than doubled the return of the S&P 500 ( ^GSPC -0.00%) in the last three years.

In the new era of semiconductor innovation, artificial intelligence is revolutionizing integrated circuit design through groundbreaking research by Srivatsan Nurani Subramanyam. His pioneering work on Design Rule Check routing convergence represents a major leap in chip manufacturing technology.

Broadcom stock soared Friday after the company touted its “massive” opportunity in the AI market during a quarterly earnings call the prior evening.

According to Counter Point’s semiconductor revenue tracker, the revenue of semiconductors has risen 17% Year-over-Year (YOY) and has reached $158.2 billion in Q3 2024. The main reason for this growth is AI technologies,

While these tiny chips power everything from microwaves to advanced systems, their real importance lies in artificial intelligence and 5G.