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Technology stock valuations are hovering near all-time highs, but some value plays are hiding in the background.
Taiwan Semiconductor dominates AI chip manufacturing, benefits from surging demand, and trades at a discount. Click here to ...
Key Points Nvidia's growth from AI data centers is far from over. Taiwan Semiconductor is a key supplier in the AI race.
Key Points TSMC has become the undisputed foundry leader.This essentially makes it the arms dealer in the AI chip battle, making it a winner no matter who comes out on top.The company could be one of ...
Last month, Micron disclosed its financial results for the third quarter of fiscal 2025. In particular, the company reported ...
High-end forecasts are “not credible,” according to London Economics International, which called its report a “sanity check” ...
The Register on MSN1h
Malaysia closes a back door that may have allowed US-sourced AI chips to reach ChinaWill this win Washington's approval and perhaps see tariffs ease? The government of Malaysia on Monday closed a back door that may have allowed the export of AI chips to China.… The nation’s Ministry ...
New orders, a key indicator of future revenue, are projected to hit $6.4 billion, driven by robust AI demand from TSM and SK ...
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Tax incentives contained in the sweeping tax and budget bill Trump signed on July 4 could provide a fresh boost to AI ...
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Interesting Engineering on MSNChina's military won't risk using US AI chips, claims Nvidia CEO amid rising tensionsNvidia CEO Jensen Huang is under mounting political pressure as he prepares for a high-profile visit to China amid escalating ...
Keysight Technologies expects AI and 6G networks to fuel structural growth in the semiconductor verification market that will ...
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