The PHLX Semiconductor index, or SOXX, rose by almost 2% as traders jumped back into red-hot 2024 plays such as Nvidia and Broadcom. Separately, the European Commission approved Nvidia's takeover of ...
HBM4 is on track for 2026. HBM4E will introduce customizable base dies for higher performance and tailored features.
Consider when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have ...
Micron's stock dropped 16% after Q1 results, but strong growth potential in HBM technology and AI hardware creates a buying ...
Micron's Q1'25 earnings met estimates, but Q2'25 guidance disappoints, leading to a stock plunge. Read why I am downgrading ...
Micron’s worse-than-expected forecast for the second quarter is down to low demand for AI PCs and smartphones.
Micron’s earnings report this week has again raised questions about the usefulness of the AI spending we are seeing from many ...
The AI boom is hiding a number of serious issues for the semiconductor industry as it battles over-inventory in automotive ...
Here is what memory bandwidth and a certain amount of capacity is worth in the GenAI revolution. Imagine that you have a ...
The semiconductor industry stands at a pivotal moment as we enter 2025. For investors seeking to capitalize on this ...
The FED-fueled sell-off abruptly halted the tech bull run and has caused investors to rethink their strategies. Nvidia was ...
Like most chip companies not named Nvidia, Micron can’t live on artificial intelligence alone. Booming demand for generative ...