AMD's growth in AI data center GPUs, driven by strong product launches and a robust roadmap, positions it to challenge Nvidia ...

AMD, fueled by its expansive lineup of EPYC and Ryzen CPUs on the x86 architecture and the introduction of its Zen 5 ...

Advanced Micro Devices (AMD) is changing its GPU development strategy by introducing the new UDNA architecture and discontinuing the RDNA 5 series. The unified UDNA architecture combines AMD's current ...

TSMC says its roadmap is executing well, 2nm will go into mass production in late 2025 and its successors will be production ...

TensorWave's plans for its new AMD GPU clusters will have up to 1 Gigawatt of power consumption, so we should expect to see ...

We're initiating coverage of INTC with a 'Buy' rating. Once a mainstay of the global semiconductor industry, the company has ...

In a week dominated by seismic shifts in the semiconductor landscape, TSMC's suspension of sub-7nm chip supply to Chinese AI ...

Moore’s Law, the guiding concept in computing, is an observation made by Intel co-founder Gordon Moore. According to this law ...

Nvidia reported earnings that saw revenue and EPS come in stronger than Wall Street forecasts, though the stock fell 2% amid ...

Intel has revealed the codename for the successor of its Falcon Shores AI accelerators - termed Jaguar Shores - poised for a ...

Blanchard notes other standout performers in the space include Advanced Micro Devices (AMD) and Qualcomm (QCOM). To watch more expert insights and analysis on the latest market action, check out ...