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Mobius says these Chinese tech giants "could be the foundation of any portfolio" — and analysts expect one of them

How GlobalFoundries aims to remain world’s third-biggest semiconductor foundry

GlobalFoundries is manufacturing more of the world's critical chips, gaining significance with U.S.-China tension and big deals like one with

With a valuation of about $68 billion, Arm's price-to-earnings multiple after its first day of trading is higher than Nvidia's.

Watch businesses that generate a lot of cash to help ride out higher for longer interest rates, according to BMO

CNBC got an exclusive look inside Amazon's chip lab, where AWS designs custom silicon in a race to catch Microsoft

Nvidia's graphics chips have proven to be the best for training artificial intelligence models, and clients can't get enough of

Here are the biggest calls on Wall Street on Source link

Pros on CNBC discussed AMD after second-quarter earnings and revenue beat estimates but forward guidance fell short of what analysts

Chip stocks dipped Wednesday, after AMD reported a gloomy forecast that may have spooked investors across the sector. Source link