AMD signs huge multi-billion dollar deal with Oracle to build a cluster of 30,000 MI355X AI accelerators
AMD targets Nvidia’s Blackwell with upcoming Instinct MI355X accelerator Oracle plans massive 30,000-unit MI355X cluster for ...
AMD's Lisa Su has already vanquished Intel. Now she's going after Nvidia
AMD passed rival Intel in market value in 2022 and is now worth $172 billion, a roughly 85-fold increase during Su's tenure.
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Tariff threats spur TSMC’s Taiwan peers to seek US expansion
President Donald Trump and Taiwan Semiconductor Manufacturing Co’s CC Wei walked into the Roosevelt Room to unveil one of the ...
Exclusive: How Google built the Pixel 10's Tensor G5 without Samsung's help
The upcoming Tensor G5 will be Google's first fully custom chip, and thanks to a leak from Google we now know how it achieved ...
4 Phenomenal Chip Companies to Ride the Artificial Intelligence (AI) Investing Wave
I'm focusing on four companies that are key suppliers in the AI race: Taiwan Semiconductor ( TSM 1.46%), ASML ( ASML 2.79%), Nvidia ( NVDA 5.27%), and Broadcom ( AVGO 2.18%). These are critical ...
3 Reasons Taiwan Semiconductor Is a Must-Buy for Long-Term Investors
One stock that looks particularly attractive is Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC for short. Let's look ...
Taiwan Semiconductor’s Huge U.S. Move—Stock Impact Ahead
Taiwan Semiconductor Manufacturing (NYSE: TSM) is making a massive investment in the United States. This move may be the ...
Intel shares jump 15% following new CEO appointment
Shares of Intel Corp. jumped 15 per cent after the company named Lip-Bu Tan as its next chief executive officer, entrusting a former board member and semiconductor veteran with one of the toughest ...
Can TSMC fill thousands of jobs for $165B Phoenix chip-making plants? Here's what we know
President Trump and Taiwan Semiconductor plan a huge expansion of the company's complex in Phoenix. How will the firm and ...
Intel Foundry Shake-Up: TSMC Proposes Shared Takeover with Chip Giants
The Taiwanese chipmaker intends to run operations of Intel’s fab division but does not want to own more than 50% of it and is ...
TSMC: Don't Fear AI Investments
TSMC's $100B U.S. investment sparks cost concerns but minimal impact on financials by 2030. Click here to read an analysis of ...