Artificial intelligence, cloud computing, and connected devices are turning chips into the most critical raw material of the digital economy, and the companies that design and manufacture them are ...

Google has spent more than a decade developing silicon, a bet that's paying off in a big way from the AI boom. The company says increased demand for its Tensor Processing Units, or TPUs, is one reason ...

Navitas and Wolfspeed both produce next-gen chips for demanding markets. Navitas operates a nimbler business model, but its stock looks overvalued. Wolfspeed is spending a lot more money, but its ...