SMH can be a good pick for investors seeking exposure to hardware driving AI adoption, without betting on a single stock.

Navitas Semiconductor is pivoting toward AI data centers with GaN and SiC power tech, betting long-term growth on next-gen ...

At the UBS Greater China Conference 2026 held in Shanghai on Wednesday, Jimmy Yu, China Technology Semiconductor Analyst at ...

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 ...

As artificial intelligence (AI) establishes itself as the next-generation technology standard, seismic shifts have occurred ...

This semiconductor cycle began its downturn in mid-2021, characterized by weakening demand, accumulating inventory, and manufacturers' losses. According to analyses from several institutions, after ...

TSMC leads AI chip manufacturing with record 2024 results and 2nm/CoWoS growth. See why I rate the TSM stock a Buy.

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.