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    Is the semiconductor industry entering a new upcycle?The semiconductor industry is entering the early stages of an upcycle, driven by broad-based cyclical improvements and strengthening AI demand. Here’s what investors need to know. The semiconductor industry is showing signs of entering a new upcycle.
    Will the semiconductor and Ai industries drive productivity and growth?I am a firm believer that the semiconductor and AI industries will drive productivity and growth in the economy in the foreseeable future. Graph 2 below, shows the rapid growth of the AI industry which has a CAGR of 28.46% over the next 6 years, and it is no secret the magnificent seven are leading this charge.
    How did Nvidia's earnings report impact semiconductor stocks?What To Know: NVIDIA’s earnings report, which beat expectations with adjusted earnings per share of $6.12 compared to the estimated $5.59 and revenue of $26 billion exceeding the $24.6 billion estimate, acted as a significant catalyst for semiconductor stocks.
    Does the White House support a partnership between semiconductor industry & labor unions?While the specifics of these agreements remain undisclosed, the White House and Commerce Department have expressed support for partnerships between the semiconductor industry and labor unions. This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
     
  4. The semiconductor industry continues to experience twists and turns along the road to recovery. Inventory overhang and the uncertain market outlook has caused seesawing between low to high demand. As market research firms began to forecast a likely decline in memory demand, it surged again. Prices are rising as demand propels them forward.
    www.sourcengine.com/blog/semiconductor-industry-news
    www.sourcengine.com/blog/semiconductor-industry-news
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  5. TSMC sees annual sales growth to reach 10% in semiconductor …

  6. U.S. Awards $120 Million to Polar Semiconductor to ... - The New …

  7. Semiconductors - Financial Times

  8. Chip industry slowdown will last longer than expected, …

  9. Semiconductor Industry Association | SIA | Voice of the …

  10. US semiconductor index jumps as TSMC signals strong AI chip …

  11. China on cusp of next-generation chip production despite US curbs

  12. Global Semiconductor Sales, Units Shipped Reach All-Time …

  13. What’s next for the chip industry - MIT Technology …

    WebZeyi Yang. January 3, 2023. Getty Images. The year ahead was already shaping up to be a hard one for semiconductor businesses. Famously defined by cycles of soaring and dwindling demand, the chip...

  14. Chip Makers, Once in High Demand, Confront Sudden …

    WebOct 27, 2022 · By Don Clark. Don Clark has reported on the chips industry for more than 30 years. Oct. 27, 2022. A few months ago, makers of computer chips seemed on top of the world. Customers could not get...

  15. Semiconductors: News & Insights - Nikkei Asia

  16. Plans to Expand U.S. Chip Manufacturing Are ... - The New York …

  17. TSMC Expects Semiconductor Industry Growth of Over 10% This …

  18. Biden's Push For Unionization Faces New Challenge In …

  19. Gartner Forecasts Worldwide Semiconductor Revenue to Grow …

  20. Global Semiconductor Sales Decrease 8.7% in First Quarter; …

  21. Semiconductor Industry News - May 2024 Update | Sourcengine

  22. Semiconductor News & Industry Updates - EE Times

  23. Electronics & Semiconductors Technology News - Tech Xplore

  24. 2024 Semiconductor Industry Outlook | Deloitte US

  25. The Semiconductor Struggle - The New York Times

  26. Latest Electronics and Semiconductor News - Circuit Digest

  27. SIA Outlines Industry Recommendations for the National …

  28. semiconductor industry: Latest News & Videos, Photos about ...

  29. Yole Group - Follow the latest trend news in the Semiconductor …

  30. Global Semiconductor Sales Decrease 2.9% Month-to-Month in …

  31. Biden announces new tariffs on Chinese EVs, semiconductors, …