Chips

Semiconductors

Can China Replace Lithography Powerhouse ASML?

Photo via Robin Utrecht/ANP/Newscom

Shares of ASML slid Tuesday, but experts and analysts cautioned that the panic behind the selloff is almost certainly overblown.

2 min read

Photo via Jim West/UCG/Universal Images Group/Newscom

Semiconductors

Wall Street Balks at TSMC’s $100 Billion Bet on Growing AI Demand

TSMC’s pledge to invest an extra $100 billion into its Arizona-based chip fab rekindled fears of overspending on artificial intelligence.

2 min read
Photo via IBM

Technology

Quantum Strategy Helps IBM Steer Around Tech Wreck

IBM shares rose 5% on Tuesday, thanks largely to a pair of executive orders signed that helped funnel it toward a quantum-fueled future.

2 min read
Photo via Nvidia/Youtube

Semiconductors

Nvidia Introduces PCs Made for Agentic AI Power-Users

Running AI agents around the clock can consume hundreds of millions, or even billions, of tokens (units of data) a week.

1 min read

Semiconductors

Citrini Finds Upside for AI Power Player Wolfspeed

Photo via Harald Tittel/dpa/picture-alliance/Newscom

In its Q3 earnings call earlier this month, Wolfspeed reported a net loss of roughly $120 million on revenue of around $150 million.

2 min read

Artificial Intelligence

Nvidia’s GTC Highlights Power-Hungry Chips’ Need for Energy-Efficient Solutions

Photo via Nvidia

Like phones and laptops, artificial intelligence data centers have to be kept below a certain temperature to keep running.

2 min read

Semiconductors

With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run

Photo via Yonhap News/YNA/Newscom

Nvidia faced “the tough task of meeting high earnings expectations and high skepticism around AI capex,” per analysts at Bank of America.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.