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Synopsys Raises Annual Forecasts Due to AI-Driven Chip Design Software Demand

Synopsys Raises Annual Forecasts Due to AI-Driven Chip Design Software Demand

Synopsys Raises Annual Forecasts Due to AI-Driven Chip Design Software Demand
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Northrop Grumman Secures $7 Million DARPA Contract for Diamond-Cooled Microchip Technology

Northrop Grumman Secures $7 Million DARPA Contract for Diamond-Cooled Microchip Technology

Northrop Grumman Secures $7 Million DARPA Contract for Diamond-Cooled Microchip Technology
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Nvidia Faces China Market Challenges Amid U.S. Restrictions and Beijing Directives

Nvidia Faces China Market Challenges Amid U.S. Restrictions and Beijing Directives

Nvidia Faces China Market Challenges Amid U.S. Restrictions and Beijing Directives
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Global IT Market to Exceed $8.49 Trillion by 2030, Driven by AI Infrastructure and Data Center Expansion

Global IT Market to Exceed $8.49 Trillion by 2030, Driven by AI Infrastructure and Data Center Expansion

Global IT Market to Exceed $8.49 Trillion by 2030, Driven by AI Infrastructure and Data Center Expansion
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SK Hynix Breaks Ground on $4 Billion Indiana AI Chip Packaging Facility

SK Hynix Breaks Ground on $4 Billion Indiana AI Chip Packaging Facility

SK Hynix Breaks Ground on $4 Billion Indiana AI Chip Packaging Facility
TheStreet TheStreet
Nvidia just demolished one of Wall Street’s biggest AI fears

Nvidia just demolished one of Wall Street’s biggest AI fears

Management looked well beyond the next quarter, sharing a surprising projection with investors.
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Amazon Web Services to Deploy 2 Million Additional Nvidia GPUs Amidst Internal AI Chip Development

Amazon Web Services to Deploy 2 Million Additional Nvidia GPUs Amidst Internal AI Chip Development

Amazon Web Services to Deploy 2 Million Additional Nvidia GPUs Amidst Internal AI Chip Development
TheStreet TheStreet
Jane Street turns bullish on volatile AI stock

Jane Street turns bullish on volatile AI stock

Jane Street increased its AI stock stake by more than 500%, making it one of its biggest holdings.
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Semtech Reports Resilient Semiconductor Pricing Amidst Rising Costs and Strong Demand

Semtech Reports Resilient Semiconductor Pricing Amidst Rising Costs and Strong Demand

Semtech Reports Resilient Semiconductor Pricing Amidst Rising Costs and Strong Demand
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STMicroelectronics and National University of Singapore Launch HELIX Corporate Lab for Low-Power Edge AI

STMicroelectronics and National University of Singapore Launch HELIX Corporate Lab for Low-Power Edge AI

STMicroelectronics and National University of Singapore Launch HELIX Corporate Lab for Low-Power Edge AI
TheStreet TheStreet
The AI trade is changing — here’s where to look for opportunity next

The AI trade is changing — here’s where to look for opportunity next

Anastasia Amoroso says the AI trade is shifting away from chip stocks and reveals the overlooked areas — from hyperscalers to power and software — where she sees the strongest new opportunities for investors.
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MacDermid Alpha Addresses Advanced Packaging Challenges at SEMICON Taiwan 2026 Amid AI and HPC Demands

MacDermid Alpha Addresses Advanced Packaging Challenges at SEMICON Taiwan 2026 Amid AI and HPC Demands

MacDermid Alpha Addresses Advanced Packaging Challenges at SEMICON Taiwan 2026 Amid AI and HPC Demands