TSMC faces risk for 2026 as the HBM-driven DRAM/NAND price spikes may raise smartphone costs and slow demand. Click to read ...
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NVIDIA remains a top semiconductor pick as AI-driven compute demand accelerates, while Amtech Systems emerges as a ...
Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.