While all three companies are playing an integral role supplying data centers with the latest AI hardware, these chip designers have to give a lot of credit to the foundry services of Taiwan Semiconductor Manufacturing (NYSE: TSM).

Semiconductor stocks have been a source of massive gains in the early days of the artificial intelligence (AI) boom. With more focus placed on other names, specifically those in the software scene, questions linger as to which direction the stalling semiconductor stocks will be headed next.

A new class of silicon architectures will be essential to supporting this shift, with optimized designs tailored for multimodal sensing and real-time inferencing.

ASMPT CEO Robin Ng said DeepSeek’s models are ‘good for the industry’ because cheaper AI means more applications and greater chip demand.

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Navitas is poised for recovery with a growing customer base, EV/data center expansion, and Dell-Nvidia synergy. Click here to find out why NVTS stock is a Buy.

Advanced Micro Devices, Inc.'s stock surged to $220 by March 2024 due to AI GPU optimism but halved as gaining market share from NVIDIA proved difficult. Learn more on AMD stock here.

Three of the stocks on this "hold forever" list look like fairly strong buys today. They are also heavily involved in the artificial intelligence (AI) arms race, and well positioned to take advantage of the massive technological shift that we're undergoing.

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to persuade Japan and the Netherlands to curb services of ASML and TEL machines in China.

The firm posted a 29 per cent rise in net profit - calculated on the basis of earnings before interest, tax, depreciation and amortisation - for the 12 months to Dec 31, 2024, on record revenue of $111.2 million, up 43 per cent.

The International conference on Artificial Intelligence and Semiconductors 2025 (AISC 2025) will bring together global leaders to discuss breakthroughs in these fields, reinforcing Vietnam’s position in the global semiconductor and AI value chain.

South Korea is lagging behind or matching China in "basic competency" in five areas of semiconductor technology, including memory chips and artificial intelligence (AI) chips, according to a report released last week by the Korea Institute of Science & Technology Evaluation and Planning.