SEMICONDUCTORS
VanEck Flags Semiconductor Stocks as Key AI Infrastructure Plays for 2026
Asset manager VanEck highlights semiconductor companies as critical AI investment opportunities as the industry shifts from experimentation to infrastructure.
NVIDIA Vera CPU Enters Production With 88 Olympus Cores for AI Factories
NVIDIA's Vera CPU is now in full production with 88 custom cores, 1.2 TB/s memory bandwidth, and claims of 50% faster sandbox performance versus x86 rivals.
Nvidia Record Q4 Fuels SMH Rally as AI Data Center Demand Surges
Nvidia's Q4 fiscal 2026 earnings beat expectations with record revenue from AI data centers, driving semiconductor ETF momentum. What traders need to know.
AI Physics Revolutionizes TCAD Simulations in Semiconductor Manufacturing
Explore how AI Physics, through NVIDIA's PhysicsNeMo framework, is transforming Technology Computer-Aided Design (TCAD) simulations, enhancing efficiency in semiconductor manufacturing.
AI's Robust Growth Compared to the Dot-Com Bubble: A Lasting Transformation
AI's expansion is distinct from the dot-com bubble, driven by solid infrastructure investments and semiconductor advancements, signaling a sustainable technological evolution.
Exploring Thematic Investment Opportunities in Emerging Sectors
Discover insights into thematic investing focusing on growth trends in sectors like semiconductors, AI, and nuclear, as highlighted by VanEck.
Semiconductor Industry Embraces NVIDIA Blackwell and CUDA-X for Enhanced Manufacturing
Leading semiconductor companies are adopting NVIDIA's Blackwell and CUDA-X platforms to accelerate manufacturing processes, improve lithography, and enhance simulation capabilities.
Diversifying Semiconductor Investments to Mitigate Nvidia's Market Risk
Exploring how diversified semiconductor exposure can mitigate the single-stock risk associated with Nvidia, amidst evolving industry dynamics and volatility.
TSMC and NVIDIA Revolutionize Chip Manufacturing with cuLitho and AI
TSMC partners with NVIDIA to implement the cuLitho platform, drastically speeding up semiconductor manufacturing by leveraging AI and accelerated computing.
Exploring Opportunities in Fabless Semiconductor Market Beyond Nvidia
Investors are urged to diversify into the broader fabless semiconductor market to mitigate risk and seize opportunities beyond Nvidia, as competition intensifies.
Fabless Chip Designers Revolutionizing the Semiconductor Industry
Fabless semiconductor companies focus on design and innovation, offering agility and scalability in a competitive market. Discover their impact on the industry.
VanEck Launches First-Ever Fabless Semiconductor ETF (SMHX)
VanEck introduces the Fabless Semiconductor ETF (SMHX), offering investors strategic exposure to the rapidly growing fabless semiconductor sector.
SK Chairman Chey Tae-won Champions AI Transformation in Business
SK Group Chairman Chey Tae-won urges businesses to adapt to the AI era by reshaping their models, focusing on flexibility, strategic partnerships, and offering comprehensive AI solutions.