The Touchstone Sands Capital International Growth Fund (Class A Shares, Load Waived) underperformed the MSCI ACWI ex-U.S.

Custom silicon, same old dependency The Fruity Cargo Cult Apple's over-hyped server chip may be to provide the outfit with ...

TSMC holds a commanding lead in the global foundry market, with its market share projected to reach 66% by 2025, showing its ...

Wow, TSMC is really doing great these days. It seems like everyone needs their chips, especially for all the new AI stuff.

BEIJING/HONG KONG, Dec 16 (Reuters) - Chinese AI chip startup Biren ‌Technology ​aims to launch a Hong Kong ‌initial public ...

Nvidia considers expanding H200 AI chip production as Chinese demand surges amid U.S. export approval and global supply limits.

ASML is the leading semiconductor equipment company with 90% market share. TSMC manufactures the most advanced AI processors ...

The following players span a variety of industries, so if you pick up more than one, you may gain in diversification.

Amazon is under fresh pressure as shareholders push for a detailed check on its AI and cloud deals connected to Israel’s ...

Chinese tech giants rush to buy Nvidia’s powerful H200 AI chips as US eases exports, triggering global supply strain and ...

Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Pictet Asset Management’s Young Jae Lee, an early bull in semiconductor stocks, now has less conviction in the AI trade ...