Semiconductor News & Analysis Feed

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Nvidia(NVDA+1.73%)has been one of the best-performing stocks in the market over the past three-and-a-half years. However, I wouldn't be surprised if it extends that run over the next three years. I'm so confident in its trajectory that I think it can outperformAlphabet(GOOG+0.41%)(GOOGL+0.66%)andAmazon(AMZN+0.55%)combined over that period. That would make it a no-brainer buy now.So, if you think y

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Oil has been in the news since the start of the Iran war, but it's not the only natural resource facing disruptions. Qatar provides about a third of the global helium supply, and on Feb. 28, Iranian drone strikes hit QatarEnergy's Ras Laffan Industrial facility, one of only two in the world capable of producing semiconductor-grade helium.Although it appears the U.S. and Iran may be close to a peac

Copy linkFacebookXWhatsappRedditPinterestFlipboardEmailShare this article0Join the conversationFollow usAdd us as a preferred source on GoogleNewsletterSubscribe to our newsletterABloomberginvestigation on Friday shed some additional light on theindictment of Supermicro executives and employeestied to a $2.5 billion smuggling of restricted hardware to China. As it appears, the group allegedly used

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Taiwan Semiconductor Manufacturing(TSM1.89%)has become a multibagger over the past three years, clocking impressive gains of almost 379% as of this writing.The foundry specialist's remarkable rally during this period has been fueled by the rapidly growing demand for artificial intelligence (AI) chips and advanced processors used across multiple applications. TSMC's factories produce advanced chips

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Nvidia(NVDA0.79%)supplies the world's best graphics processing units (GPUs) for data centers, which are the primary chips used in artificial intelligence (AI) development. Sales have been so strong that the company's valuation has ballooned from $360 billion to $4.8trillionsince the start of 2023, but there might be even more upside ahead.Nvidia is scheduled to release its operating results for it

Manufacturing activity expanded slightly faster in March despite rising inflation and global conflict.