We expect GAAP gross margin to increase from 28% in 2023 to about 35% by 2029 as the firm should be able to increase utilization in its fabs. This level of gross margin is comparable with ...

The tech industry was built in partnership with government, and it once pursued innovation as part of a shared national ...

Marvell Technology, Inc. MRVL has been on a remarkable run, with its stock surging 70.4% over the past six months — far ...

The US-Joint Consortium is a strategic partnership of 12 leading semiconductor suppliers. 3M has now joined this consortium ...

Investment analysts at Wedbush decreased their Q3 2025 earnings per share estimates for shares of Silicon Motion Technology in a report released on Thursday, February 6th. Wedbush analyst M. Bryson ...

Beijing’s expansionist agenda also threatens global supply chains, which depend on Taiwanese semiconductor production. The ...

US President Donald Trump's first-term restrictions on silicon carbide (SiC), intended to limit China's access to the crucial ...

Rigorous testing is still required, but an abstraction layer can significantly reduce errors in the fab while optimizing ...

The city of Hangzhou in southern China is one of the country's leading technology hubs, and home to the groundbreaking ...

We assign Sumco a Morningstar Uncertainty Rating of High. Sumco operates in the semiconductor industry, which is one of the most cyclical industries. Earnings are volatile, with operating margin ...

OpenAI is closing in on the final design for its first in-house AI chip that will be used as negotiating leverage against ...