Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.

U.S. authorities are secretly tracking shipments of advanced AI chips from manufacturers such as Dell, Super Micro, Nvidia, and AMD to prevent their illegal diversion to China.

Amid a strong quarter of earnings results, Morningstar analysts have been bumping up their fair value estimates for a wide ...

Every Friday, we recap highlights of the news from China. This week, we look at why a tariff settlement matters to both China ...

President Donald Trump used a national security law to squeeze some money out of a U.S. company. This is standard fare for ...

Intel stock rallied on a report that the Trump Administration is interested in acquiring a stake in the struggling chip company.

Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...

Big Tech is in a battle for supremacy over artificial intelligence. It’s hard to gauge who will win. Smart investors will ...

The potential stake reflects a growing trend of the US government's involvement in strategic industries. Recent moves include ...

Competitive advantages, along with insatiable demand for artificial intelligence (AI) hardware and software, have sent shares ...

AMD CEO Lisa Su has stated that AI will not result in large-scale job losses and remains confident in human capability.

The US’ ‘unprecedented’ move to take a 15 per cent cut of some chip sales to China creates new risks and conflicts of ...