The University of Texas at Austin is leading a major effort across the south to train the next generation's semiconductor ...
In a surprising turn of events, the semiconductor industry, which had finally overcome the hurdles of the COVID-19-induced semiconductor shortage, now faces an unexpected problem — an oversupply of ...
In reality, the Q3 gross margin guidance of 74% reflects a large $10B XPU shipment, confirming temporary margin pressure ...
The chip industry requires huge, uninterrupted power and water supply. India’s energy and chip policies need to be in sync ...
Fri, February 20, 2026 at 1:32 PM UTC SPDR S&P Semiconductor ETF (NYSEARCA:XSD) offers equal-weight exposure to the semiconductor sector, a structure that amplifies both opportunity and risk. The fund ...
How hot are semiconductor stocks this year? In a word, scorching. Exchange-traded funds (ETFs) make it easy to quantify the sizzling temperatures associated with chip stocks in 2026. There are more ...
Rarely has a single industry group reached a weighting of 15% or more within the S&P 500 Semiconductor stocks now account for more than 15% of the S&P 500. Semiconductor stocks have become an ...
Shortly before the EU Commission redefines its chip policy, a German-Dutch commissioned study is to show the way. But it is challenging.
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The AI industry's profit problem is getting bigger, says Goldman Sachs' equity research chief
Chip companies have captured outsized profits, while companies above them in the AI supply chain have yet to show comparable ...
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