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 ...

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

New HPE Cray GX5000 rack supports up to 1.28PB of RAM and AMD Venice processors ...

Nvidia, AMD, and Micron look like good buys on this pullback.

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.

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

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

Yandex has open-sourced YaFF (Yet Another Flat Format), a new technology for efficient data transmission and processing in ...

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 ...

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AI agents waste massive cloud space, so block this bloat early with strict policy checks, illustrated using Terraform and ...