While retail investors pile into crowded trades like NVIDIA (NASDAQ: NVDA) or TSMC (NYSE: TSM), sophisticated capital is looking upstream. The real bottleneck of the artificial intelligence (AI) ...

Over the past six months, Cadence Design Systems CDNS has delivered breakeven returns, a performance that stands in contrast to the broader enthusiasm surrounding artificial intelligence (“AI”), ...

The company integrates generative AI into its design suite to drastically improve productivity and power efficiency for semiconductor engineers. Massive demand for custom silicon from major technology ...