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Right now, Arm Holdings gets most of its revenue from the smartphone market. But the adoption of its chip architecture is gaining traction in edge AI...
TSMC’s position as the world’s largest semiconductor foundry puts it in a nice position to benefit from growth in the AI chip market. The proliferation of...
Taiwan Semiconductor Manufacturing (NYSE: TSM) has been at the center of the artificial intelligence (AI) chip boom by virtue of its status as the world’s largest...
The booming demand for data center storage has supercharged Seagate Technology’s growth in recent quarters, leading to tremendous upside for the stock. Seagate is trading at...
Shares of AMD and Micron Technology have soared impressively in the past three months. Both are set to benefit from identical end markets, but one of...
Broadcom’s solid growth in the past year has brought the company’s market cap to $1.3 trillion. Its healthy revenue growth, massive addressable market, and improving customer...