Move over Nvidia—France's first Exascale Supercomputer will be powered by AMD hardware. Eyponomously named the Alice Recoque, ...

A beat on numbers, coupled with upbeat Q4 guidance and Blackwell updates, could spark a relief rally, reigniting the ...

Nvidia (NASDAQ: NVDA) has been a top stock pick over the past few years for good reason; its graphics processing units (GPUs) ...

Ericsson's CTO Erik Ekudden discusses India's robust 5G networks and the impact on AI-led innovations and edge data centers, ...

At the heart of China’s semiconductor policy is a hybrid industrial system that blends centralized strategic direction with ...

Elon Musk has reportedly 'doubled down' on his semiconductor foundry ambitions, as Samsung and TSMC are taking 'too much' time, he needs billions of chips.

Cadence Design Systems, Inc. ( CDNS) Wells Fargo's 9th Annual TMT Summit November 18, 2025 11:45 AM EST Perfect. So we'll go ahead and get started. I'm Joe Quatrochi, the semi and semi-cap analyst ...

PowerLattice, a startup founded by veteran electrical engineers from Qualcomm, NUVIA, and Intel in 2023, claims to have ...

ASML's EUV systems cost more than $200 million and require multiple planes to ship, while its smaller DUV systems still cost ...

Custom AI chips take 3 to 5 years, and risks are real, but OpenAI’s push could reshape AI performance and pricing by 2027 to ...

As AI workloads scale across global cloud infrastructure, chip designers face a persistent challenge: balancing compute ...

Taiwan Semiconductor Manufacturing Company's growth hasn't slowed. AI demand is outpacing packaging capacity, creating an ...