Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Qualcomm (NASDAQ:QCOM) and its peers. The biggest demand drivers for processors (CPUs) and graphics chips at the moment are secular trends related to 5G and Internet of Things,

Nvidia has hinted that it plans to enter the Windows PC market, and we have compiled all the details about Nvidia's upcoming ARM chipset.

Nvidia was the most remarkable technology story of 2024 — both in terms of its products and impact on the stock market. The company’s strategic advancements in data-center GPUs and networking; its growth and ambitions in services;

According to industry leakers, Nvidia hopes to break out of GPUs and power Windows on Arm devices for the mass market.

Leaks suggest Nvidia is collaborating with Lenovo on a powerful new chip that will be featured in its Yoga line of laptops.

Broadcom, under CEO Hock Tan, now finds itself at the epicentre of one of the world’s fastest-growing markets — AI chips

Nvidia forms a trio with ARM and Mediatek. Together, they are obviously preparing an all-round attack, summarizes Mark Mantel.

In a report released on January 20, Vijay Rakesh from Mizuho Securities reiterated a Buy rating on Nvidia (NVDA – Research Report), with a

Aetina, a subsidiary of Innodisk, has announced comprehensive support for the super mode feature introduced by Nvidia's Jetson Orin NX and Jetson Orin Nano modules. The company also announced a collaboration with Qualcomm,

Intel's failure could present geopolitical risks, according to industry insiders, because it builds U.S. chip production. Intel is desperate, and a buyout might save the company. This article first appeared on GuruFocus.

Major advancements in power efficiency mean laptops now last longer than ever, and you should take advantage of that.

From cutting-edge AI chips to energy-efficient solutions, semiconductor stocks are driving innovation across industries. Amid this backdrop, it could be wise for investors to add NVIDIA Corp (NVDA), Broadcom (AVGO),