Synopsys is the irreplaceable foundation on which modern high-performance chips are being built on. With its leading position ...
I believe the whole bull case on Intel Corporation hinges on Intel Foundry winning credible tier-one external customers. Read ...
The AI revolution has created a unique and high-quality problem for Nvidia: The chip maker makes too much money.
Nvidia stock slipped on Wednesday as investors reacted to fresh competitive pressure from Amazon’s new Trainium 3 artificial ...
Marvell Technology shares jumped Wednesday after the semiconductor company topped profit estimates on strong data center demand and announced an AI acquisition.
The effectiveness of AIP is encouraging the rapid adoption of the platform. Palantir management pointed out on the company's ...
Tech stocks, including MRVL, CRWD, and DLTR, shine as rate-cut optimism boosts growth multiples and semiconductors, software, and cybersecurity lead the charge, with AI ...
Intel has also gotten a number of high-powered backers including from the US government, which has become the company's ...
The chip maker will start ramping its first rack-scale solution, Helios, and its MI450 series of AI accelerators in mid-2026.
After enduring its worst monthly performance in years during November, marked by a steep 23% decline, Advanced Micro Devices ...
By the end of the month, AMD had finished down 15%, according to S&P Global Market Intelligence, although it was volatile for ...
Nvidia has invested $2 billion in chip design software maker Synopsys as part of an expanded multi-year tie-up to jointly ...