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News 2026-10-14 16:13 UTC

NVIDIA Expands CUDA-X Tools for Semiconductor Manufacturing

NVIDIA introduced cuPotential, a CUDA-X library for AI-agent simulations of atomic and molecular interactions. Early-access tests showed 2–3x faster workflows; NVIDIA says NanoVDB helped Lam Research achieve 30x faster chipmaking simulations.

News 2026-09-17 13:07 UTC

ASE Technology Holding Co Reports Q2 2026 Results: Full Earnings Call Transcript

ASE Technology Holding Co (NYSE: ASX ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary ASE Techno

News 2026-09-10 22:22 UTC

Oracle posts record Q1 revenue, lifts cloud growth

Oracle reported record first-quarter revenue of $19.3 billion, up 30% year over year, with cloud infrastructure revenue up 121% to $7.4 billion. The company also completed a $20 billion equity issuance and guided Q2 revenue growth of 30% to 34%.

News 2026-07-01 16:11 UTC

SMH vs. SMHC: ETF Battle that Mirrors the Global AI Chip Race

Investors looking to play the semiconductor boom no longer have to choose only between AI leaders such as NVIDIA Corp (NASDAQ: NVDA ) and Taiwan Semiconductor Manufacturing Co. (NYSE: TSM ). With the launch of the VanEck China Semiconductor ETF (NASDAQ: SMHC ), VanEck has effectively split the semiconductor investment