semiconductors

Big Tech’s AI spending splurge is no longer empty spectacle: the last two reporting cycles show real revenue flowing from generative models, cloud consumption, and AI-powered ads — but the path from massive capex to durable profits is complex, company‑specific, and full of execution risks...

Nvidia and TSMC quietly marked a turning point in the U.S. semiconductor landscape this week when the first Blackwell wafer intended for Nvidia’s next-generation AI GPUs rolled out of TSMC’s Fab 21 near Phoenix — a milestone that signals both real industrial progress and an array of new...

The S&P 500’s recent ascent has become inseparable from the runaway success of a handful of AI-focused technology giants, and that concentration is reshaping risk, return expectations, and portfolio construction for investors of all stripes. The analysis published by AInvest correctly highlights...

Analyst chatter turned into headlines on September 4, 2025, when a short AInvest dispatch reported upgrades to Microsoft (MSFT) and Marvell Technology (MRVL) and a downgrade for NIO (NIO), framing the moves as part of a broader rotation into AI, cloud computing, and data‑center exposure — a...

OpenAI’s recent recalibration—from boardroom restructures to multi‑cloud infrastructure deals—marks a watershed for the AI economy: the company is no longer only a model-builder, it is shaping the infrastructure, commercial contracts, and governance norms that will determine who wins the next...

The U.S. government has brokered an unprecedented deal that lets Nvidia and AMD resume sales of specific AI accelerators to China — but only after the companies agree to hand over a 15% share of revenues from those Chinese sales to the U.S. government as a condition of newly issued export...

A surge of analyst upgrades and bold forecasts has rippled through the artificial intelligence (AI) and semiconductor sector in recent days, signaling rising confidence in a small cadre of tech giants. Key market players like Microsoft, Nvidia, Tesla, Samsung, and their hardware partners are at...

The relentless surge in artificial intelligence (AI) investments by Big Tech is transforming the landscape of Wall Street and redefining what it means to be a market leader in the digital age. In a week marked by explosive earnings reports, Microsoft and Meta Platforms delivered results that...

Here’s a summary of the article “Lokesh Asks Microsoft for Experiential Zone in AP” from M9.news: Key Points: Meeting in Singapore: Andhra Pradesh IT Minister Nara Lokesh met Microsoft executives during his Singapore tour and visited the Microsoft Experiential Center there. Request for...

The evolution of enterprise technology over the past several years has been punctuated by massive, industry-shaking events and slow-burning trends alike, but few editorial projects have captured the nuance of this transformation quite like Dave Vellante’s “Breaking Analysis.” This weekly...

Few institutions in modern science better exemplify the bridge between fundamental research and tangible technology advancement than the SLAC National Accelerator Laboratory. Once synonymous solely with groundbreaking work in high-energy physics and X-ray science, SLAC is now poised at the...

The energy in Taipei was palpable as Computex 2025 roared to life, with banners heralding AI-driven revolutions and bustling crowds pouring into exhibition halls under relentless May sun. This year’s show, running from May 20 to 23, was eagerly anticipated as the inflection point for several big...

The technology sector, long celebrated as the motor of global economic growth, now faces a distinct era of turbulence—where dizzying innovation is shadowed by supply chain fragility, regulatory pressure, unpredictable geopolitics, and the risks of betting big on unproven technology. In May 2025...

The intersection of manufacturing and data analysis has never been more critical than it is today, with companies spanning pharmaceuticals, semiconductors, and other high-tech industries relying on advanced digital platforms to drive efficiency and spark innovation. One of the software solutions...

Within the high-octane world of enterprise technology, few companies are as synonymous with the AI revolution as Nvidia. But as markets jostle, stock prices lurch, and competitors mount their challenges, questions swirl: can Nvidia maintain its place as the kingpin of GPU-fueled compute, or is...

In Q1 2025, corporate venture capital exits surged dramatically, with the number of corporate-backed startup exits reaching heights last seen in 2022. The venture capital (VC) landscape, already renowned for its bold acquisitions and strategic investments, witnessed not only a rise in frequency...

imec is pushing the envelope in biomanufacturing by harnessing the power of artificial intelligence, cutting-edge semiconductors, and sophisticated inline sensors. This convergence of technologies is reshaping how critical biological products—from pharmaceuticals to bio-agents—are manufactured...

Ampere’s cloud saga is a tale as old as time: a scrappy challenger trying to carve out its niche in an arena dominated by heavyweight champions. Recent data from Liftr Insights paints a dramatic picture of Ampere Computing’s uphill battle—a story of soaring promise now facing stiff resistance...

Ampere Computing’s saga in the cloud is unfolding like a modern-day David vs. Goliath tale—a narrative where innovation, market pressures, and competitive strategy converge on a global stage. Recent data from Liftr Insights, a respected provider of market intelligence, has revealed some striking...

The European Union is stepping up its efforts to reclaim control over its digital destiny with a revamped draft report on digital sovereignty. The proposal—documented in a report titled “European Technological Sovereignty and Digital Infrastructure”—has been reworked with 464 new amendments...