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3 ARTICLES

5d ago

Cerebras Grows Fast as Cloud Sales Surge but GAAP Margins Plunge

Sharp GAAP margin decline forces scrutiny of costly data-center expansion, raising questions about whether cloud demand will translate into durable profitability.

5 ARTICLES

5d ago

SMIC Triples Profit as AI Chip Demand Boosts Chinese Foundries

3 ARTICLES

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Marvell Wins Wall Street Backing as Custom AI‑Chip Partners Gain Ground

8 ARTICLES

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U.S. Converts CHIPS Funding Into Roughly 10% Stake in Intel as White House Pushes Big Tech to Use U.S. Fabs

3 ARTICLES

last mo.

Intel Shares Plunge as 18A Yield Delays Undermine Foundry Comeback

3 ARTICLES

last mo.

Credible Tipster Refutes Claim That Intel Will Make iPhone 18’s A20

10 ARTICLES

last mo.

Bank of America Raises SanDisk Target to $2,500 as Stock Tumbles in Quick Selloff

63 ARTICLES

2mo ago

Broadcom Ramps AI Infrastructure With 102.4 Tbps Switch Shipments as Bullish Targets Rise

3 ARTICLES

6mo ago

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

Chip Manufacturing

Cerebras Grows Fast as Cloud Sales Surge but GAAP Margins Plunge

SMIC Triples Profit as AI Chip Demand Boosts Chinese Foundries

Marvell Wins Wall Street Backing as Custom AI‑Chip Partners Gain Ground

U.S. Converts CHIPS Funding Into Roughly 10% Stake in Intel as White House Pushes Big Tech to Use U.S. Fabs

Intel Shares Plunge as 18A Yield Delays Undermine Foundry Comeback

Credible Tipster Refutes Claim That Intel Will Make iPhone 18’s A20

Bank of America Raises SanDisk Target to $2,500 as Stock Tumbles in Quick Selloff

Trump Says Apple Will Work With Intel to Build Chips in US

Intel Moves 18A‑P Process Into Risk Production

Google Reportedly Splits Next‑Gen TPU Manufacturing Between TSMC and Samsung

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Chip Manufacturing

Intel’s Sixfold Rally Hinges on 18A Ramp and Foundry Profitability

Apple Is Said to Strike Preliminary Chipmaking Pact With Intel

Apple Explores Intel and Samsung as U.S. Backup for Core Chips

Wall Street Turns More Bullish on Broadcom as AI Chip Pipeline Widens

Meta to Cut About 10% of Staff, Close 6,000 Open Roles

Intel Organizes Terafab Effort After Musk Says TSMC Can’t Meet Demand

Intel Joins Musk’s Terafab as Shares Hit Five-Year High

Intel Buys Back Apollo’s 49% Stake in Ireland Fab for $14.2 Billion

Broadcom Ramps AI Infrastructure With 102.4 Tbps Switch Shipments as Bullish Targets Rise

Cramer Backs Intel’s Lip‑Bu Tan After 17% Selloff on CPU Shortage Warning

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Chip Manufacturing