Semiconductors are the core infrastructure powering the Information Age. But they’re also susceptible to economic ...

Brian Chin, Stifel: Asked about year-over-year growth expectations in semiconductor and its alignment to WFE trends. Kelley explained that semiconductor revenue is expected to grow faster than the ...

Intel is still without a permanent chief executive, and the company didn't have much fresh to say on the search process on its last earnings call. In recent months, there has also been bouts of ...

Ferrotec Holdings is undervalued despite benefiting from China's semiconductor push, AI growth, and data center expansion.

We recently published a list of 10 AI Stocks Analysts Are Watching: Latest Ratings and News. In this article, we are going to ...

Biden’s decision underscored two key challenges with the current CFIUS process: the absence of a clear tiered framework to ...

We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

We recently compiled a list of the 10 AI News and Ratings You Should Take a Look At. In this article, we are going to take a ...

The tech industry was built in partnership with government, and it once pursued innovation as part of a shared national ...

Intel faces a host of problems. The processor market's move to AI left Intel behind as it fails to make a product that can ...

Micron happens to be one of the few major suppliers of HBM chips, thereby allowing it to capitalize on the expanding AI ...