Mizuho Securities Asia has increased its forecast for Taiwan Semiconductor Manufacturing Co.s (TSMC) advanced CoWoS packaging ...

Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and ...

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HSBC lifts Intel (INTC) target to $200, citing server CPU shipment upside through 2027 and foundry gains from 18A and EMIB ...

The company reportedly uses a custom ASIC chip to ensure compatibility. Can we get that on some consumer boards, please?

GF Securities says Nvidia may cut AI server memory specs to curb soaring LPDDR5X costs, boosting shipments into 4Q26—get the ...

The stock sold off with the whole semis, but HSBC just lifted its server-CPU growth view (2026/27) and put a $200 target on it, implying the market is still underpricing Intel’s data-center/AI upside.

Samsung's Galaxy Tab S12+ and Tab S12 Ultra are set for a September 2026 announcement with the Dimensity 9500 chip, bigger ...

Building a PC in 2026 means navigating inflated RAM, storage, and GPU prices. We assembled four balanced systems that ...

The stock reclaiming $200 and then slipping ~2% looks like a pause, not a thesis break. Add on weakness toward the recent support zone around the $200 area. Key Risk: AI spending slows or customers ...

In a completely AI-driven world, these companies could grow significantly in value.

Tom Fenton explains how local AI fits into the broader private AI discussion for VMware environments, distinguishing enterprise-scale private AI deployments from smaller local AI setups running on ...