Semiconductors remain the backbone of the digital economy, powering everything from artificial intelligence and cloud computing to smartphones and electric vehicles. As global data consumption accelerates and AI workloads grow more complex, demand for high-performance chips and storage solutions continues ...
The artificial intelligence investment cycle may have cooled from its white-hot pace in 2024, but the long-term fundamentals behind AI infrastructure remain firmly intact. Cloud spending, hyperscale data-center expansion, and next-generation computing architectures continue to reshape how capital flows through ...
The artificial intelligence revolution is far from slowing down. In fact, according to analysts at Bank of America, the global semiconductor industry is preparing to cross a historic threshold in 2026—$1 trillion in annual sales. While skeptics continue to warn ...