Nvidia should benefit in 2026 from agentic AI adoption and the launch of its Rubin GPUs. Broadcom is the partner of choice for hyperscalers building their own custom AI chips. Meta Platforms' core ...

Industry leaders see ISM 2.0 as a structural pivot, moving beyond attracting fabrication plants to building domestic capabilities across equipment, materials, design and upstream inputs.

Intel's foundry business won't be sustainable in the long run without meaningful external customers, so this year is critical for the semiconductor giant. The good news is that, while Intel needs ...