Semiconductor investment spreads upstream to chipmaking equipment

Chip stocks surge 75% as Big Tech AI spending drives semiconductor rally

The article discusses the surge in chip stocks, particularly the Philadelphia Semiconductor Index, which has seen 75% gains driven by Big Te

Semiconductor industry boom: sustainable supercycle or looming superbubble?

This article examines whether the current boom in the semiconductor industry represents a genuine long-term growth cycle ("supercycle") driv

AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says

European semiconductor firms raised billions in 2025 as AI and chip investment surged

European semiconductor companies attracted strong investment in 2025, with governments and investors focusing on AI chips, photonics, advanc

Jim Cramer's Intel investment thesis hinges on CPU business amid AI-driven semiconductor shift

The article discusses Intel's ongoing turnaround efforts and how the AI boom has shifted the conversation in the semiconductor industry. Whi

AI hardware stocks surge as Asian markets become key beneficiaries of infrastructure boom

The article discusses the surge in AI hardware stocks, highlighting how Asian market players — particularly Japanese companies — have become