High-bandwidth memory, or HBM, is poised for a breakthrough year in 2026 as AI’s compute-hungry needs continues to reshape the memory landscape, UBS analysts said in a recent note.

Taiwan Semiconductor Manufacturing Co. raised its outlook for 2025 revenue growth, shoring up investors’ confidence in the momentum of the global AI spending spree.

AI search startup Perplexity's valuation soars to $18 billion, fueled by its new Comet browser, premium plans, and a massive ...

Nvidia stock was gaining after key partner Taiwan Semiconductor Manufacturing gave an upbeat outlook on ...

Shares of MP Materials slipped this morning after the rare earths miner announced plans to sell new stock, but the shares are back on the rise after closing at a record high Wednesday, ...

The world’s biggest contract chipmaker upgraded its forecast after reporting a better-than-expected 61 per cent jump in net ...

Teradyne has seen back-to-back weeks of analyst downgrades, but Cathie Wood sees an opportunity.

Nvidia shares surge to $173.7 and $4.23 trillion market cap as AI chip demand and China approvals solidify its dominance.

TSMC will change production timelines for two planned fabs by several quarters because of high demand for chips to power ...

Taiwan Semiconductor Manufacturing Co. posted record earnings Thursday, with second-quarter profit surging 60.7% ...

Microsoft is targeting a $25 billion top line boost from AI tools like Copilot by fiscal year 2026. Click here to find out ...

The energy demands of AI workloads are growing at an unprecedented pace. Nvidia CEO Jensen Huang recently noted that future ...