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

Dr Seena Rejal examines the implications of increased competition in the semiconductor market on AI development.

Japan is allocating another ¥1.5 trillion ($9.9 billion) to boost its chip and artificial intelligence endeavors including moonshot foundry project Rapidus Corp.

Citadel Advisors, run by billionaire investor Ken Griffin, is one of the most prestigious hedge funds on Wall Street, and while reviewing the 13F it filed on Nov. 14, I noticed something. In the third quarter, the fund increased its stake by 172% in a semiconductor stock that isn't Nvidia.

With the age of artificial intelligence having made an indelible mark on the stock market, semiconductor stocks have been thrust into the spotlight.

TSMC's Q3 2024 growth and demand for AI chips highlight its strength. See why TSM stock is a buy with robust financials and a bullish Q4 outlook.

Both Nvidia and Taiwan Semiconductor have seen double-digit sales growth thanks to demand for AI chips. Taiwan Semiconductor's three-nanometer chip manufacturing process gives it an edge against competitors.

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.

Powerchip Semiconductor Manufacturing Corporation (PSMC) announced on November 28 the launch of its Tongluo facility in Miaoli, central Taiwan, equipped with advanced interposer production and 3D wafer stacking capabilities.

Japan's startup scene is undergoing a dynamic transformation. With the help of a fresh surge in foreign capital, it is now emerging as an international startup hub.

Taiwan's semiconductor industry accounts for over 90% of the global market, and contributed roughly 13 to 15% of Taiwan's GDP in recent years. The move comes as the country is not only trying to diversify its economy toward industries like AI, but also ...

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S.