The change from current price to fair value is due to three key industry inefficiencies. The Wall Street models extrapolate ...

Investors might be well served to look beyond semiconductor makers to take part in the AI boom — and more toward the ...

Baidu plans a Hong Kong IPO spin-off of AI chip unit Kunlunxin, boosting valuation as AI/Cloud growth accelerates. See why ...

Nvidia asserted its dominance in the artificial intelligence computing market at CES 2026, stock analysts said.

Researchers have created a new kind of 3D computer chip that stacks memory and computing elements vertically, dramatically ...

Qualcomm Technologies Inc. today debuted the Dragonwing IQ10, a system-on-chip optimized to power humanoid robots. The ...

Global semiconductor market is projected to be on track to exceed $1 trillion by end of decade, with some indicating this ...

Baidu said its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange on January 1, setting the ...

SAN FRANCISCO, Dec 2 (Reuters) - Chipmaker Marvell Technology (MRVL.O), opens new tab said on Tuesday it will buy semiconductor startup Celestial AI in a deal worth $3.25 billion and gave a bullish ...

But as the chip maker seeks to parlay its semiconductor dominance into control of the full stack, vendor lock-in is a major risk, says one analyst. Nvidia hopes that its new open-source AI model for ...

On top of that, China has mounted a response too, on the back of tariffs and other export controls. Startups, including Moore ...