According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, ...

Semiconductor powerhouse Nvidia (NASDAQ:NVDA) recently announced an enthusiastic push into physical AI, which includes models for training robots and vehicles on how to better interact with their ...

TAIPEI -- A 6.4-magnitude earthquake struck southern Taiwan early Tuesday, authorities said, prompting chipmaker Taiwan Semiconductor Manufacturing Co. to evacuate some of its factories.

Nvidia has partnered with TSMC for the development of silicon photonics. Speaking to reporters after meeting with TSMC chairman C.C. Wei in Taiwan, Nvidia CEO Jensen Huang said that the partnership ...

Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...

Nvidia hasn't ruled out enabling DLSS frame generation on older RTX graphics cards "in the future," but we have our doubts it ...

Discover the latest analysis on Roundhill Generative AI & Technology ETF (CHAT) and its potential for investors at $42 per ...

View the Nvidia roadmap for 2025–2027, including the new GPUs like Blackwell Ultra B300, RTX 5090, Rubin, and Rubin Ultra. Explore new chips’ capabilities.

The past two years have favored one sector of the stock market overall: the technology sector, with a specific amount of attention going into the semiconductor industry. Just as in any popularity ...

Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening ...

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack ...