Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

The Biden administration announced a sweeping set of export controls on chip-manufacturing equipment, memory, and software that will make it more difficult for companies like Huawei and ByteDance to develop cutting-edge AI.

Qualcomm is a solid investment with growth potential in wireless connectivity, AI, and more, despite some risks. See why we rate QCOM stock a buy,

Valued at $143.26 billion by market cap, UK-based Arm Holdings Plc (ARM) is a global semiconductor company specializing in processor IP and related software platforms. The company designs and develops solutions such as AI platforms,

Steven Cohen of Point72 Asset Management just raised the fund's position in foundry specialist Taiwan Semiconductor Manufacturing.

Amazon Web Services recently showed new data center servers packed with its own AI chips that will challenge Nvidia, with Apple coming aboard as a customer to use them.

Financial writer bullish on Navitas despite weak earnings, citing design wins and potential for growth in GaN market.

CRN rounds up the 10 hottest semiconductor startups of 2024, which includes firms building AI chips such as Groq and Tenstorrent as well as those building complementary silicon like Celestial AI and Enfabrica.

Amazon.com founder Jeff Bezos joined Samsung in a $700 million bet on Tenstorrent, valuing the AI chip startup with ambitions of taking on Nvidia at about $2.6 billion. Tenstorrent, which hopes to create a chip to try and break

The US will launch its third crackdown in three years on China's semiconductor industry on Monday, restricting exports to 140 companies.

While Taiwan Semiconductor is currently operating on all cylinders, the stock does come with risks. The company has been enjoying robust demand for AI chips and has increased capacity as a result. However, if AI infrastructure spending eventually slows, perhaps as AI models become good enough, then profits could drop and the stock could suffer.

We recently compiled a list of the Top 10 AI News Updates This Weekend. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other AI stocks. According to JP Morgan,