TSMC Arizona entered volume production at its first Phoenix fabrication facility in late 2024 without the technician ...

The AI arms race has entered a new phase. For the past three years, the biggest technology companies have competed by buying ...

These two semiconductor titans have delivered terrific gains over the past year, and they can continue soaring thanks to the industry's secular growth.

AI chip supply constraints are affecting enterprise GPU access, cloud pricing, infrastructure planning, and vendor strategy ...

Q: Are chiplets simply an evolution of multi-chip modules (MCMs) from the 1990’s? A: In many ways, yes. Early multi-chip ...

Google may partner with Samsung on its next AI chip as soaring demand puts pressure on TSMC’s manufacturing capacity.

Buy Intel (INTC) for 2026 AI inference infrastructure. The thesis is Intel’s dual role—chip designer plus scaling Intel Foundry—gives it a “sovereign foundry” revenue stream and reduces AMD’s ...

AI scalability will require full-stack co-optimization, not just bigger data centers. AI workloads require a 10X compute ...

"Intel is going to $200 like a rocket ship." That is what Jim Cramer said about this favorite Club stock on CNBC on Tuesday ...

The battle among AI companies is increasingly shifting toward hardware that powers advanced models, with Anthropic eyeing custom chip development in collaboration with Samsung, according to a report ...

Anthropic is holding early-stage discussions with Samsung Electronics to develop its first custom AI chip, looking to leverage Samsung’s advanced 2-nanometer foundry nodes and packaging facilities.

Taiwan AI chip export controls hit a milestone on July 1, 2026: Keelung District Court detained three Super Micro Computer ...