Amazon reveals Ultracluster, a vast AI compute cluster with Trainium chips, targeting Nvidia's market dominance by 2025.

The market for artificial intelligence (AI) chips has been dominated by Nvidia, which explains why the semiconductor giant recently delivered another stellar set of results for the third quarter of fiscal 2025 (which ended on Oct. 27).

Qualcomm is a solid investment with growth potential in wireless connectivity, AI, and more, despite some risks. See why we rate QCOM stock a buy,

Valued at $143.26 billion by market cap, UK-based Arm Holdings Plc (ARM) is a global semiconductor company specializing in processor IP and related software platforms. The company designs and develops solutions such as AI platforms,

Financial writer bullish on Navitas despite weak earnings, citing design wins and potential for growth in GaN market.

CRN rounds up the 10 hottest semiconductor startups of 2024, which includes firms building AI chips such as Groq and Tenstorrent as well as those building complementary silicon like Celestial AI and Enfabrica.

NVIDIA (NASDAQ: NVDA) stock is heading higher in 2025 because of the persistent and unmet demand for its cutting-edge data center and AI technology. Analysts forecast another 42% upside at the high end of their range,

Amazon.com founder Jeff Bezos joined Samsung in a $700 million bet on Tenstorrent, valuing the AI chip startup with ambitions of taking on Nvidia at about $2.6 billion. Tenstorrent, which hopes to create a chip to try and break

While Taiwan Semiconductor is currently operating on all cylinders, the stock does come with risks. The company has been enjoying robust demand for AI chips and has increased capacity as a result. However, if AI infrastructure spending eventually slows, perhaps as AI models become good enough, then profits could drop and the stock could suffer.

Both Nvidia and Taiwan Semiconductor have seen double-digit sales growth thanks to demand for AI chips. Taiwan Semiconductor's three-nanometer chip manufacturing process gives it an edge against competitors.

TSMC's Q3 2024 growth and demand for AI chips highlight its strength. See why TSM stock is a buy with robust financials and a bullish Q4 outlook.