Peter Lee, MD of Semis & IT Hardware at Citi Research, notes that chip supply growth is expected to continue into 2026, driven largely by rising AI demand. He also provides a broader perspective on ...
From a valuation perspective, Broadcom remains attractively priced based on the opportunities in front of it. It trades at a ...
3hon MSN
This analyst’s top chip pick isn’t flashy, but it could benefit from 'unprecedented' momentum
Applied Materials should benefit from upcycles in both the DRAM and leading-edge foundry industries, TD Cowen says ...
Boston, Nov. 14, 2025 (GLOBE NEWSWIRE) -- According to the latest study from BCC Research, “Semiconductor Chips: Applications and Impact of Shortage" is projected to grow from $737.2 billion in 2025 ...
If data center capex is indeed going to surge by around 400% in the next five years (based on the midpoint of Nvidia's 2030 ...
Alphabet Inc. investors are growing increasingly confident that the company’s semiconductors could represent a significant ...
Nvidia isn’t the only semiconductor company with compelling revenue-growth prospects — Credo and Astera Labs are also among ...
This hardware sat quietly in the background while most of the attention was focused on algorithms and data. Google’s decision ...
What is the Market Size of the Semiconductor Chip Ecosystem? In 2024, the global Semiconductor Chip Ecosystem Market was valued at USD 783.52 Billion and is projected to reach approximately USD 1.685 ...
Growing fears of an artificial intelligence bubble continue to send jitters in an equity market that has been trending up for ...
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