Scott Ostfeld, managing partner and portfolio manager with JANA Partners LLC., speaks during the 13D Monitor’s Active-Passive Investor Summit in New York
Tag: Semiconductor device manufacturing
TSMC posts fastest monthly revenue growth since 2022 on AI chip boom
TSMC displayed on a phone screen and microchip and are seen in this illustration photo taken in Krakow, Poland on July 19,
U.S. to award Samsung up to $6.6 billion chip subsidy for Texas expansion: Reuters
The Biden administration plans to announce it is awarding more than $6 billion to South Korea’s Samsung next week to expand its
Intel drops almost 8% after chipmaker reports hefty loss in foundry business
Signage outside Intel headquarters in Santa Clara, California, Jan. 30, 2023. David Paul Morris | Bloomberg | Getty Images Intel shares fell
This ‘hidden AI gem’ can surge 80%, Baird says
Semtech is a “hidden AI gem” that is not being appreciated by Wall Street, according to Baird. The firm added the semiconductor
India wants to be a global chip powerhouse in 5 years, says IT minister
Workers assembles smartphones at Dixon Technologies factory in Uttar Pradesh, India, on Thursday, Jan. 28, 2021. Bloomberg | Bloomberg | Getty Images
Nvidia shares pop 12% in premarket trade after AI-fueled bumper earnings
Jensen Huang, president of Nvidia, holding the Grace hopper superchip CPU used for generative AI at the Supermicro keynote presentation during Computex
Arm earnings report Q3 2024
Arm makes the CPU architecture for chips found in nearly all smartphones. An Arm chip is shown here in San Jose, California,
TSMC to open second Japan chip factory with backing from Sony, Toyota
Jakub Porzycki | Nurphoto | Getty Images TSMC on Tuesday said it will open a second manufacturing plant in Japan with backing
Too exposed to Big Tech? These ETFs may help broaden out your risk
Big Tech’s market dominance may push more investors to equal-weight exchange-traded funds, according to VettaFi’s Todd Rosenbluth. “Investors are getting nervous that
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