One of these industry giants is starting to show signs of competitive pressure.

TSMC's record-breaking revenue and margins position it to gain as AI demand grows and competition shifts. Click for this updated look at TSM stock.

NVIDIA Corporation (NASDAQ:NVDA) is one of the fastest-growing semiconductor stocks to buy. On December 1, 2025, NVIDIA and Synopsys announced a multiyear strategic partnership that includes a $2 billion investment by NVIDIA in Synopsys common stock.

The semiconductor giant's market cap could more than double in the next five years thanks to substantial AI capital spending.

The artificial intelligence opportunity in the semiconductor space is expanding to benefit more than just the usual suspects.

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models.

Palantir and Nvidia have both crushed the market since ChatGPT launched, but which AI titan deserves your money today? The answer might surprise you.

Cambricon Technologies Corp. plans to more than triple its production of AI chips in 2026, aiming to wrest market share from Huawei Technologies Co. in China and fill a void left by Nvidia Corp.’s forced exit.

NVIDIA and Synopsys, Inc. (NASDAQ: SNPS) today announced a partnership for design and engineering across industries. As part of the deal, NVIDIA invested - Read more from Inside HPC & AI News.

Nvidia is the dominant player in the AI hardware market, and Palantir could occupy a similar position on the software side.