Most traders are accustomed to main chipmaker names like Nvidia and Broadcom. And rightfully so. Not solely are these corporations among the many greatest within the enterprise, however their {hardware} is the guts and soul of the factitious intelligence (AI) revolution. As time marches on, although, smaller semiconductor specialists are discovering methods to make a…
An international settlement signed in Tucson on March 13 positions the University of Arizona at the center of a rising international community advancing semiconductor, optics and photonics innovation. A delegation from Taiwan visited the University of Arizona campus March 13 for displays, excursions and networking. Kris Hanning/Office of Research and Partnerships Leaders from the University…
Navitas Semiconductor bought numerous consideration final yr as its inventory value surged some 376% for the yr to greater than $17 per share in late October. The chipmaker’s inventory value has fallen again to roughly $9 per share as of March 19, however it’s nonetheless up 23% yr to this point and 250% over the previous…
Broadcom (AVGO) posted Q1 FY2026 income of $19.31B, up 29.5% year-over-year, with AI semiconductor income hitting $8.4B (up 106% YoY) and free money circulate reaching $8.01B, all whereas sustaining a document 68% adjusted EBITDA margin. Broadcom’s $73B AI backlog and hyperscale buyer wins place it to exceed $100B in annual AI gross sales by 2027,…
NVIDIA (NVDA) inventory is up solely 7% year-to-date whereas peer semiconductor shares surge, with Marvell (MRVL) up 95%, Micron (MU) up 69%, and Advanced Micro Devices (AMD) up 43%, as traders rotate into reminiscence, customized silicon, and networking performs to diversify their AI publicity past a single identify. NVIDIA’s $4.9 trillion market cap creates mathematical…