For years, Elon Musk has talked about Dojo — the AI supercomputer that will be the cornerstone of Tesla’s AI ambitions. It’s ...

While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...

Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still ...

During an earnings call on 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation. This premiumization trend ...

South Korean media claims that Apple Silicon M5 chips are in mass production, which makes a lot of sense considering that the ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

While Intel Foundry is the future growth driver, it will take time because of the long product cycle. Read why INTC stock is ...

As of September 2024, AMD had $4.5 billion in cash and cash equivalents against total debt of $1.7 billion. AMD took on debt to acquire Xilinx, but Xilinx generates healthy cash flow, and now that AMD ...

Commercial Times reports that TSMC might increase the prices of its most advanced semiconductor wafers by up to 15 percent this year. Rising production costs and ...

The DeepSeek moment will benefit Taiwan Semiconductor Manufacturing’s business prospects, according to J.P. Morgan. On ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

In particular, he is threatening to place tariffs on chips made by TSMC, the world’s largest chip manufacturer. “In the very near future, we’re going to be placing tariffs on foreign production of ...