JPMorgan held virtual fireside chats with management teams from Marvell Technology and Nvidia at the 2025 CES.

On Semiconductor's (NASDAQ:ON) stock fell about 5% on Friday after Truist Securities downgraded the shares to Hold from Buy.

Micron Technology (MU) was in focus on Friday as Citi reiterated its Buy rating and $150 price target on the memory maker.

Natural gas capex will continue to be driven by the need to replace mature gas distribution infrastructure over the long term ...

Global semi sales; 3rd CHIPS Act flagship; UFS and memory standards; Chinese military companies in U.S.; TSVs; CES; 18 new ...

From laptops to EVs, lithium-ion batteries have fuelled phenomenal growth in the 21st century, but businesses struggle with a ...

Bull markets are often built on themes, and it’s clear which one has been driving the current one’s gains. It’s all about AI, ...

The jobs report and Nvidia chipmaker Taiwan Semiconductor loom after markets were shut Thursday. New AI chip curbs could hit ...