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US to announce billions in subsidies for advanced chips: WSJ

The Biden administration is expected to award billions of dollars in subsidies to top semiconductor companies including Intel, and Taiwan Semiconductor Manufacturing Co in the coming weeks to help build new factories in the United States, the Wall Street Journal reported Saturday. ....

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Creator of ChatGPT visits Samsung Electronics' chip factory

Sam Altman, CEO of ChatGPT maker OpenAI, visited a Samsung Electronics semiconductor factory in Pyeongtaek, Gyeonggi Province, Friday, to discuss the joint development of chips for artificial intelligence (AI), according to industry officials. ....

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Why Lattice Semiconductor (LSCC) Shares Are Sliding Today

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) fell 5.5% in the morning session after Intel and KLA Corporation reported earnings and provided underwhelming business projections for the first quarter of the year. ....

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Trading With A Margin Of Safety, Applied Materials Offers Value And Growth

Semiconductor company Applied Materials is undervalued on a DCF basis and has a predictable business ....

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Parnassus Investments CIO: Anatomy of a Semiconductor Cycle

Parnassus Investments CIO Todd Ahlsten discusses the anatomy of the semiconductor investment cycle, and what stage it is currently in. ....

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