TSMC is accelerating the expansion of its advanced packaging production capacity in response to the growing demand for ...

Buy Intel (INTC) for 2026 AI inference infrastructure. The thesis is Intel’s dual role—chip designer plus scaling Intel Foundry—gives it a “sovereign foundry” revenue stream and reduces AMD’s ...

Conclusion: A new era of system-level innovation The 2026 Europe Technology Symposium made one thing abundantly clear: the ...

Artificial Intelligence chip startup Etched has secured $800 million in total funding, positioning itself to ship inference-focused silicon to customers this ...

Q: Are chiplets simply an evolution of multi-chip modules (MCMs) from the 1990’s? A: In many ways, yes. Early multi-chip ...

Jalapeño marks OpenAI’s move into custom chips, while Broadcom strengthens its role as AI’s infrastructure provider.

TSMC shares (NYSE: TSM) are trading at $441 today, representing a 38 percent gain year-to-date, although a bullish hike in target from BofA implies an additional 34 percent upside from current levels.

AI chip supply constraints are affecting enterprise GPU access, cloud pricing, infrastructure planning, and vendor strategy ...

"Intel is going to $200 like a rocket ship." That is what Jim Cramer said about this favorite Club stock on CNBC on Tuesday ...

Qualcomm is finally getting serious about AI infrastructure, but its push into the datacenter hinges on the success of an ...

Asicland, an application-specific integrated circuit (ASIC) design solutions company, will join SK hynix's next-generation ...

Nvidia's AI chip sales in China decline as Huawei and local chipmakers gain dominance amid rising self-sufficiency efforts.