The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...

SMH remains a Buy as AI-driven multiple expansion fades—focus shifts to earnings growth. Read here for a comparison analysis ...

This change represents 3.5% of reportable AUM. Post-trade stake: 177,265 shares valued at $5.03 million. The position now accounts for 0.79% of AUM, placing it outside the fund’s top five holdings On ...

Growth is expected to accelerate further in 2026, with WSTS projecting more than 25% expansion to about USD975 billion, ...

SMH can be a good pick for investors seeking exposure to hardware driving AI adoption, without betting on a single stock.

At the UBS Greater China Conference 2026 held in Shanghai on Wednesday, Jimmy Yu, China Technology Semiconductor Analyst at ...

Over the past year, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has experienced one of the most impressive rallies ...

This semiconductor cycle began its downturn in mid-2021, characterized by weakening demand, accumulating inventory, and manufacturers' losses. According to analyses from several institutions, after ...

Semiconductor ETFs can help investors express a top-down macro view for the industry based on geopolitical developments.