Welcome to our -- the second day of our 54th Annual TMT Conference. Really excited to be joined by Steve Sanghi and Eric Bjornholt from Microchip. Gentlemen, thank you so much for being here with us ...

Astera Labs, Inc. (NASDAQ:ALAB) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 6, ...

Credo Technology Group is a core AI infrastructure play, enabling high-speed, power-efficient data movement. Read why I rate CRDO stock a Buy now.

U.S. stock markets continue their northbound journey in 2026 after the astonishing bull run of the last three years. Likewise, Wall Street’s popular adage “Sell in May and Go Away” is not matching ...

Earnings call Microchip delivered a strong Q4 and FY26, with Q4 net sales of $1.311B (up 10.6% QoQ, 35.1% YoY) and FY26 net sales of $4.713B (up 7.1% YoY), both above guidance. Non-GAAP gross margin ...

Astera Labs shares (NASDAQ: ALAB) have hit a new high at $280.90, up an astonishing 58.86% over the past month, after the AI ...

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having ...

The chips that datacenters use to run the latest AI breakthroughs generate much more heat than previous generations of silicon. Anybody whose phone or laptop has overheated knows that electronics ...

Apple is helping to bring chip manufacturing back to the U.S. To find out how far the company still has to go, WSJ’s Rolfe Winkler went on an exclusive, behind-the-scenes visit to some of the ...

Elon Musk officially announced plans for his Terafab project in March to make chips for Tesla, SpaceX and xAI. New filings show the first phase will cost $55 billion and could scale to $119 billion ...

For the quarter ended March 31, 2026 Net sales of $1.311 billion , increased 35.1% from the year ago quarter and up 10.6% sequentially. The ...

Approved Chinese firms include Alibaba, Tencent, ByteDance, sources say Lenovo and Foxconn win US approval as H200 distributors, sources say No H200 deliveries made despite U.S. approval for Chinese ...