Those customers are likely Microsoft, Meta Platforms, Amazon, and Alphabet. All four are working on custom AI accelerators to ...
TD Cowen analysts named Applied Materials' stock as their "best idea" for 2026. Applied Materials' stock was named as one analyst's "best idea" for next year, thanks to the company's exposure to two ...
Two top names to consider now are Micron Technology and Taiwan Semiconductor.
The success of efforts to turn Phoenix into a dominant center of semiconductor manufacturing may hinge on efforts to train ...
Taiwan chip maker United Microelectronics Corp (UMC) said on Thursday it had signed a memorandum of understanding with ...
The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have ...
According to company communication shared by @jukan05 on X, NAND Flash suppliers Samsung and Sandisk have delayed the latest ...
An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for ...
Last week, TF International Securities analyst Ming-Chi Kuo said that he was optimistic that Apple Inc. would tap Intel Corp.
An acute global shortage of memory chips is forcing artificial intelligence and consumer-electronics companies to fight for ...