Taiwan Semiconductor Manufacturing Co. posted December quarter revenue that topped analyst estimates as the company continues to get a boost from the AI boom. TSMC manufacturers semiconductors for some of the world's biggest companies from Apple to Nvidia.

TSMC's Q4 2024 revenue surges 34.4%, driven by AI demand. For December alone, TSMC reported a revenue increase of 57.8%.

Japanese semiconductor testing equipment maker Advantest Corp. has emerged as a key beneficiary of the artificial intelligence boom, with its stock showing a remarkable 0.93 correlation coefficient with NVIDIA Corp.

Taiwan Semiconductor Manufacturing Co.’s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025.

As the demand for cutting-edge technology continues to soar, the talent shortage in the industry could stall innovation in virtually every sector of the global economy.

NL govt signs AI facility deal with Nvidia worth 204.5 million euros. Biden admin considering additional chip sanctions. ASML could benefit.

The semiconductor industry stands at a pivotal moment as we enter 2025. For investors seeking to capitalize on this technological revolution, here's an analysis of the most promising semiconductor stocks for the year ahead.

Nicolas Gaudois, head of Asia-Pacific technology research at UBS, discusses the main growth drivers for the names under its coverage.

Two major developments have put AI on a new course: chip shortages during the COVID pandemic made chips a political topic while the software breakthroughs of OpenAI and other large language models sparked a race in generative AI. Let’s start with the hardware story.

The semiconductor sector, which saw significant gains in 2024, is expected to plateau in 2025, according to analysts at Jefferies. Last year, the Philadelphia Semiconductor Index rose over 19%, driven by a surge in

Taiwan's dominance in semiconductor and AI server production has led to unprecedented trade figures with the United States. While initial forecasts predicted a US$59 billion surplus, the latest data from Taiwan's Ministry of Finance released on January 9,

In the high-tech universe, there is a single common road that top-flight companies like Nvidia (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ: AMD), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Broadcom (NASDAQ: AVGO),