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 ...

Artificial intelligence, cloud computing, and connected devices are turning chips into the most critical raw material of the ...

The race for AI dominance has fueled a global chip frenzy — but Morningstar warns the industry's next cyclical downturn may be on the horizon. "Foundries and memory makers are exposed to the intense ...

Applied Materials, Inc. delivered record Q3 results, with strong revenue, EPS, margins, and robust cash flow, highlighting the current strength in the semiconductor cycle. Q4 guidance signals a ...

In other words, we’re building the factories, but we may not have the talent to design, operate and optimize what goes inside them. Semiconductor design is among the most complex engineering ...

The PHLX Semiconductor Index was gaining momentum going into Labor Day weekend, with the SOX up 13.8% year to date and 16.6% over the past three months. Industry revenues are up, with the ...

Debut of ultra-thin materials delivers up to 1,000× energy efficiency improvements, a foundational step toward vertically integrated chips that unify compute, memory, and power SAN JOSE, ...

The chip boom may be fading, with AI hype masking deeper cracks in the industry. Weak smartphone and consumer electronics sales are dragging on the sector. The AI frenzy won't last forever — growth ...

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