The Investment Committee debate how to navigate the rally in semiconductors and whether the market is heading into a bubble in the chip sector.

European chip startups increasingly eye large funding rounds as they look to scale amid the AI boom. Dutch company Euclyd, backed by the former CEO of chipmaking equipment giant ASML, told CNBC it is in discussions with investors for a round of more than ...

"Chinese company ByteDance is reportedly working on building up its computing power outside of China, using top of the line Nvidia AI chips," CNBC reported this week. That single sentence carries enormous weight for investors in semiconductors, AI ...

AI chip startups are on pace to shatter funding records in 2026 as they position themselves to challenge Nvidia's (NVDA) dominance in the artificial intelligence semiconductor market CNBC’s Kai Nicol-Schwarz said companies developing alternative chip ...

AMD shares hit an all-time high after strong outlook-driven optimism on AI infrastructure demand, jumping 14.9% and adding over $86 billion in market value. The rally extended across global semiconductor stocks,

CNBC's Jim Cramer is scared that the surge in semiconductor stocks could be setting up for a nasty pullback. In a recent Mad Money episode, Cramer focused his fears on the recent outperformance of the Philadelphia Semiconductor Index (SOX),

The South Korean chipmaker becomes the second Asian company to hit the milestone, after TSMC, as its Kospi benchmark tops 7,000 for the first time

European companies that import semiconductors from Asia have experienced delays and increased delivery costs since the Iran war began. Cargo planes would previously travel through airspace in the Middle East and stop to refuel at hubs in the region.