News

Microchips: The trump card of new cold war and implications for India
Microchips have quietly become one of the most strategic assets of our time. Control over them will increasingly determine ...
Nvidia, TSMC, And AMD Surge As Trump's Mega Chip Push Leaves Intel Behind
Chip makers rallied on Wednesday after the Senate approved boosting investment tax credits for U.S. semiconductor facilities to 35% from 25%. AI chip leaders also gained: Nvidia (NASDAQ:NVDA) surged ...
Broadcom, Freeport-McMoRan and 12 Other Stocks That Have Come Too Far, Too Fast
The tech index’s most obvious suspects for large declines in the near term are Nvidia, Broadcom, Advanced Micro Devices, Texas Instruments, Qualcomm, Taiwan Semiconductor, and Micron Technology. All ...
TweakTown5d
Samsung Foundry could make NVIDIA's next-gen GPUs on its in-house 2nm process node
Samsung Foundry is pushing for orders from NVIDIA and its next-gen GPUs using its GAA 2nm process node, would help it win ...
TSMC Is Making a Huge Investment in the U.S. Why That Could Be a Problem.
Taiwan Semiconductor Manufacturing could find it difficult to balance its commitments to the Trump administration and other ...
Nvidia, Intel, Broadcom, Micron, AMD And Other Chipmakers Stand To Benefit As Trump's Tax Bill Increases Incentives To Make Semiconductors In US
Chipmakers are likely to benefit from the One Big Beautiful Bill as they will be eligible for an investment tax credit, aiding their business.
Strategic Insights On Physical AI: Reinforcing My Strong Buy Rating For Nvidia
NVIDIA dominates AI with an unmatched full-stack ecosystem, leading in digital robotics while delivering superior returns.
Chip stocks gain after larger tax credits in Trump’s 'Big Beautiful Bill'
The latest version of U.S. President Donald Trump’s “Big Beautiful Bill” may make it cheaper for semiconductor makers to set ...