As mentioned, Qualcomm's chipsets have long led the chipset market. As the 5G upgrade cycle has cooled, the company has ...

President Donald Trump has stated that he plans to impose tariffs as high as 100% on semiconductors made outside the U.S.

Chinese artificial intelligence startup DeepSeek sent shockwaves through global technology stocks on Monday, sparking concerns about America’s ...

In a report released yesterday, Vijay Rakesh from Mizuho Securities maintained a Hold rating on Texas Instruments (TXN – Research Report), with ...

Nvidia (NASDAQ:NVDA) was among the tech stocks that slumped on Monday after Chinese startup DeepSeek last week unveiled its ...

Marvell Technology (NASDAQ:MRVL) plunged 19% by the time the market closed on Monday, posting the most significant percentage drop among semiconductor firms in a dark day for the sector. Nvidia ...

Chinese research lab DeepSeek just upended the artificial intelligence (AI) industry with its new, hyper-efficient models.

AMD made an impression on the market in 2024. The company's revenue reached $6.8 billion in the third quarter, an 18% increase year-over-year. This growth was largely driven by record data center ...

Broadcom Inc. (AVGO), and Motorola Solutions (MSI). This theme touches a select group of stocks in almost every industry. We have built two investment products that leverage this theme: a UIT with our ...

Qualcomm’s Diversification Strategy is centered on an aggressive diversification, leveraging automotiv success into edge and ...

Nvidias new Arm-based CPUs and AI-powered desktops could shake up the traditional PC market, putting AMD in a tough spot.

How Apple's M-series chips push Qualcomm & MediaTek to innovate in 2025 with custom designs, AI, and advanced manufacturing.