Trump’s Tariff Threats Could Have a Significant Impact on TSM Stock
The Trump Administration’s threat to impose a 100% tariff on select semiconductor products could have a significant impact on ...
Intel Xeon server CPU sales hit 14-year low as AMD gains ground
According to SemiAnalysis, Intel's 2024 server processor volume declined for the third year straight. Following the precipitous drop in 2023, the company's data center business has ...
Taiwan Semiconductor Manufacturing Company (TSM): Leading the AI Chip Race with 1nm Process
We recently published a list of 12 AI News and Ratings Investors are Keeping Their Eye On. In this article, we are going to ...
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Apple’s M5 chip enters mass production for 2025 MacBook Pro and iPad Pro
Apple’s upcoming M5 chip is already in mass production, as reports from South Korean media indicate that the company has ...
AMD confirms Radeon 9070 GPUs will debut in March — what we know
AMD is no exception. While the overall numbers were in the black — $7.7 billion in revenue, an over billion-dollar increase over last year—the company's gaming division "only" earned $563 million, a ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
Raising Soitec's Uncertainty Rating to Very High on Weak Outlook and Structural Concerns
Soitec's photonics wafers are used for data center optical interconnections as higher communication speeds are needed. Soitec's manufacturing technology seems to be the only efficient and reliable way ...
Apple's M5 chip is rumored to be in mass production - but we're still waiting for M4 MacBook Airs
We're still awaiting Apple's M4 Ultra chip (plus M4-powered MacBook Air laptops), but rumors of M5 chips going to production ...
Bill Gates laments Pat Gelsinger's failure to save Intel: 'I was hoping for his sake, for the country's sake that he would be successful'
Use precise geolocation data and actively scan device characteristics for identification. This is done to store and access ...
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Analysis: Intel Seeks To ‘Stabilize’ Waning Server CPU Share, But It Faces AMD And Other Challenges
While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...
Apple starts M5 chip production, promising improved efficiency, performance, and upgraded cores
This news comes from the Korean news outlet ET News and should be viewed with some skepticism since much of it is based on an unofficial ...
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Apple’s M3 nightmare is coming to an end
The new M4 MacBook Air is coming “ relatively soon ” and for Apple, it may not be soon enough. It’s not that there’s anything ...