News

How Siemens and Nagarro Are Powering Manufacturing for the Autonomous Age
The Siemens–Nagarro partnership is helping global manufacturers solve deeply industrial problems with digital-first solutions ...
Texas Instruments and ASML Are Falling. Could Other AI Growth Stocks Be Next?
Texas Instruments (NASDAQ: TXN), commonly known as TI, and ASML Holding (NASDAQ: ASML) -- two semiconductor companies in the ...
MediaTek Earnings: Multiple Talks on Artificial Intelligence Chip Supply Boost Confidence
Our base-case fair value estimate for MediaTek is TWD 1,660 per share, at which MediaTek would be trading on a forward price/earnings ratio of 22 times, an enterprise value/EBITDA ratio of 19 times, ...
Semiconductor Industry Updates: Hyperscalers Go Vertical And Policy Clouds Linger
Meta and Amazon unveiled new AI chip strategies, while traditional players like Marvell and Micron are seeing momentum in HBM ...
On Semiconductor: A Hidden Gem In The Tech Sector Waiting To Be Discovered
My previous buy recommendations of ON Semiconductor have underperformed due to a cyclical downturn in auto and industrial ...
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White House tech director breaks down plan to balance AI national security and export promotion
White House OSTP Director Michael Kratsios said that the “highest end of semiconductors” should fall under export controls, ...
Prediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia by 2030
Nvidia stock has been at the center of the artificial intelligence (AI) revolution for three years, but another chip stock ...