Semiconductor stocks rebounded in H2 2025 and the U.S. policies played a critical role in shaping the industry's outlook.

MU's surging HBM demand, stronger earnings growth, and better valuation metrics may give it an edge over Advanced Micro Devices.

Mizuho expects further upside for Dell (NYSE: DELL) and Supermicro, citing AI server ramps from customers like xAI and OCI.

Will Nvidia Beat the S&P 500 for the Third Consecutive Year After Gaining 819% in the Prior 2 Years?

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results ...

Shares of ON Semiconductor Corp. advanced 4.38% to $55.95 Wednesday, on what proved to be an all-around mixed trading session ...

Reflections from a recent panel discussion at DAC, The Chips to Systems Conference held at Moscone West on the CHIPS Act's impact on the design ecosystem ...

Small cap semiconductors look promising, here are the top-rated Quant stocks according to Seeking Alpha Quant metrics.

Nvidia stock price prediction 2025 is grabbing headlines as the AI chip giant (NASDAQ: NVDA) rebounds sharply, gaining over ...

Taiwan Semiconductor Manufacturing Co (TSM) stock surged 14% YTD, beating market despite tariff & sanctions risks. Also, raised $10B to manage currency risk.

Sweeping tax legislation passed by the Senate Tuesday would make it cheaper for semiconductor manufacturers to build plants ...