What's driving semiconductor stocks higher in the near term and long term?
The AI play remains as unstoppable in 2026 as it was in 2025, and Taiwan Semiconductor is one of the most dominant stocks in the space.
The strong demand for Amazon's custom artificial intelligence processors will be a tailwind for its semiconductor design partner.
Morning Overview on MSN
Global chip sales hit $298 billion in Q1 — a 25% jump as the industry tracks toward its first $1 trillion year
The global semiconductor industry just recorded its biggest quarter ever. Worldwide chip sales reached $298.5 billion in the first three months of 2026, a 25% leap from the previous quarter, according ...
Nvidia CEO Jensen Huang is expected to join a group of top American business leaders accompanying U.S. President Donald Trump ...
This year, returns are the story, especially at funds that hold big slugs of red-hot chip shares. A handful of tech ...
Apple relies on Taiwan Semiconductor (NYSE:TSM) for chips, including for A-series and M-series. Taiwan Semiconductor makes AI ...
The semiconductor equipment industry is entering 2026 with a stronger demand backdrop than the broader cyclical slump of 2022 ...
SEOUL — The U.S.-Israel war with Iran could disrupt supplies of key semiconductor manufacturing materials, a South Korean ruling party lawmaker said on Thursday, as the conflict in the Middle East ...
Analysts note 'buyer exhaustion' as well as market concerns about what the latest inflation data may mean for future data-center spending commitments Intel's stock was falling on Tuesday alongside ...
HrdWyr has raised $13 million in Series A funding to develop AI-native chips for edge computing, EVs, and industrial ...
China showed Huawei's secretive chip lab on prime-time TV days before Trump's Beijing visit. The broadcast signals that US export controls have consolidated, not crippled, China's chip ambitions.
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