Taiwan has a crucial and vulnerable role as a potential single point of failure in the global supply chain, making it central ...

Applied Materials faces challenges from increasing Chinese competition, export restrictions, and a lack of dominance in advanced manufacturing nodes. Learn more about AMAT stock here.

TD Cowen’s top analyst, Krish Sankar, shared his views on Nvidia’s ($NVDA) $5 billion investment in Intel ($INTC) and their partnership aimed at ...

As the demand for AI pushes computing power to the "extreme," the two ends of the industry begin to seek new combinations.

Intel’s pact with Nvidia is being welcomed by investors, but Stifel analysts caution that the deal stops short of guaranteeing a near-term lift in chipmaking capital spending.

Nvidia will use the $5 billion that it plans to invest in Intel to buy common stock for $23.05 per share. That’s a more than ...

After missing out on the AI rally over much of the past year, ASML is finally gaining traction, as investors have responded ...

The investment pairs the world’s most valuable company, which has been a darling of the artificial-intelligence boom, with a ...

Intel just got its biggest credibility boost in decades: a $5 billion co-sign from Nvidia that turns a Trump-backed laggard ...