Software stocks are near record highs. Chips are still stuck in a bear market — except Nvidia ( NVDA) never really joined them. The handoff happened almost to the day. Chip stocks peaked on June 22.

The inference market is expected to grow faster than training, opening the door for AMD and Broadcom to outperform.

Huawei cannot build enough AI chips for China. Its bet on wiring 4,096 of them into one machine is the bigger story.

Software stocks, once left in the dust, have roared back in recent months as high-flying chip stocks take a back seat. "One ...

Chip stocks have been crushing software, but investors have a way to bet on both. The iShares Semiconductor Exchange-Traded Fund came into Tuesday up 77% this year, versus the iShares Expanded ...

SANTA CLARA, California - (Reuters) -The computing chips that power artificial intelligence consume a lot of electricity. On Wednesday, the world's biggest manufacturer of those chips showed off a new ...

It’s a good time to be a chip stock investor. The same can’t be said for software stock bulls, and it’s all tied to how investors view the two industries in relation to the artificial intelligence ...

Tech stocks, overall, have done well in the recent past, but not all of them are created equal: segments such as chips have done very well on the back of a massive AI infrastructure spending spree, ...

Siemens AG, Synopsys, and Cadence were informed that the export controls had been lifted. The U.S. had reportedly told several chip design software companies on May 23 that they were required to ...

The third white paper in our series, “Building an AI Chip” delves into the critical aspects of ensuring robust security and efficient software development for AI chips. As AI applications become ...

Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant ...

The U.S. government has rescinded its export restrictions on chip-design software to China, three of the largest players in the space announced on Thursday. In separate statements, semiconductor ...