Nvidia and Micron are frequently named in headlines featuring AI chip stocks, but another company may be the better long-term buy.

Nvidia generated $96.6 billion in free cash flow last fiscal year on a 55.6% net margin, more than double Applied Materials' 24.7%.

Yes, technology stocks were doing most of the heavy lifting on Tuesday, but not all of them: Memory-chip stocks were actually falling behind. The Roundhill Memory ETF was sliding 2.2% in afternoon action,

These companies are essential to the development of every chip sold by Nvidia and AMD.

BlackRock's semiconductor fund has been quietly outpacing the one most chip investors default to, but the longer you look back at the numbers, the more complicated the story gets.

Amazon is reportedly considering an $8 billion Nvidia chip sale-leaseback as it looks for new ways to finance its massive AI infrastructure buildout.

Marvell Technology stock rises as the company lifts its FY2028 revenue outlook to $20 billion, supported by strong AI chip and data center demand

Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could define its shareholder relationship for a decade.

Infineon opens a new Thailand semiconductor hub, with plans to grow the workforce to 1,000 as Southeast Asia’s chip industry expands.

Broadcom chip financing for Anthropic has reached systemic scale: the chip maker's own IPO filing confirms it simultaneously supplies AI processors, leases equipment, lends up to $42 billion in convertible notes,