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Needham mapped out a pathway to $90 billion in AI revenue for TSMC, and set a new Street-high price target for the ...
Taiwan Semiconductor (TSM) was in the spotlight on Tuesday as investment firm Needham said it sees a pathway to $90B in ...
Strong demand for high performance computing (HPC) and generative AI (GenAI) has helped drive a 75% year-over-year revenue ...
Data center GPUs are designed for parallel processing, which means they can perform several computations simultaneously and ...
Kearney and SEMI report on State of Semiconductors 2025 is the partnership's first study on the unique challenges of ...
Spending on artificial intelligence (AI) infrastructure continues to rise, setting the stage for companies in the AI chip ...
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” ...
Nvidia and Broadcom are examples of semiconductor stocks that provide strong exposure to artificial intelligence. Microsoft ...
Capturing even a sliver of the worldwide market would be a game-changer. As companies race to adopt generative AI tools ...
Many artificial intelligence (AI) stocks have had a rough start in 2025. Interestingly, President Donald Trump's "Liberation ...
In the past three years, the AI market has been characterized by significant investments from major tech companies and ...
The United States maintains an edge in foundational AI research. From the deep-learning breakthroughs at universities to ...