Semiconductor News & Analysis Feed

In the context of rapid AI technology development, Taiwan Semiconductor Manufacturing Company (TSMC) has emerged as a core driver in the AI industry, becoming the quintessential trendsetter in artificial intelligence. According to investment strategist analysis, TSMC's absolute advantage in advanced

Applied Materials (AMAT) has been included among billionaire Steven Cohen’s top 11 dividend stock picks, highlighting market confidence in its long-term value. On June 26, Wells Fargo and B. Riley raised their price targets for AMAT to $740 and $790 respectively, maintaining overweight and buy ratin

NVIDIA (NVDA) has once again emerged as a key holding in Harvard University's 2026 stock portfolio, reflecting its dominant position in the AI sector. The company is not only a leading chipmaker but also a major player in supercomputing, having acquired Mellanox to enhance data transfer efficiency a