TD Cowen analysts named Applied Materials' stock as their "best idea" for 2026. Applied Materials' stock was named as one analyst's "best idea" for next year, thanks to the company's exposure to two ...

PHOENIX (AZFamily) — As Taiwan-based chip manufacturer TSMC expands in the Valley, a Phoenix-area school district says demand ...

UMC-Polar partnership explores US 8-inch wafer production amid CHIPS Act funding, signaling a strategic move to tap into ...

Skilled workers from Taiwan engaged in the chip industry have found ways to ease the transition to America while making an ...

ASML is the ultimate "pick-and-shovel" stock for the AI era because it has a monopoly on the machines needed to produce today ...

Taiwanese prosecutors charged Tokyo Electron Ltd. for failing to prevent staff from allegedly stealing Taiwan Semiconductor Manufacturing Co. trade secrets, escalating a dispute involving two Asian ...

The artificial intelligence (AI) infrastructure market is booming, with demand for AI data centers surging. Chip designer Nvidia (NASDAQ: NVDA) has predicted that AI data center capital expenditures ...

As companies race each other to build bigger and better AI systems, chip manufacturers reallocate production capacities to AI chips, hurting the availability of smartphone components and driving up pr ...

Apple reportedly plans to ship its foldable iPhone with a new vapor cooling chamber. It maintain its thermals under heavy use ...

The lifeblood of Silicon Valley — advanced microchips — pumps from a science park on Taiwan's west coast, mostly from TSMC, ...

Overview: The greatest value for long-term investment actually lies in AI infrastructure, not consumer apps, and here, NVIDIA ...

All Apple machines used to run on Intel chips. Nowadays, Apple designs its own chips and uses Intel's rival TSMC to ...