Key Takeaways NVIDIA leads the AI hardware market with strong revenue growth and dominant GPU technology.Broadcom offers stable returns through custom AI chips ...

TSMC's dominance in AI chip manufacturing has propelled a highly lucrative and successful partnership with Nvidia. Read why I ...

FuriosaAI, a rising South Korean chipmaker, is quietly emerging as a serious Nvidia challenger in the AI hardware world. After turning down Meta’s $800M offer, FuriosaAI partnered with LG to power its ...

AMD's AI landscape just got a major boost with the launch of TokenVisor, a new monetization platform tailored for AMD AI GPUs. Embedded LLM has rolled out TokenVisor globally, aiming to simplify the ...

The Ratings Game AMD among ‘best positioned’ AI players, analyst says Some analysts have questioned the timetable for AMD’s AI revenue opportunities, but a Benchmark analyst is upbeat about ...

Ready for Takeoff The semiconductor industry is a high-stakes arena where innovation and execution dictate dominance. Taiwan Semiconductor Manufacturing (NYSE:TSM) has just made a pivotal move that ...

TSMC becomes the first Asian firm since 2007 to hit a $1 trillion market value, driven by surging global demand for AI chips ...

Bank of America AMD stock upgrade is turning heads as the chipmaker gains serious traction in the booming AI space. AMD's data center sales surged 57% to $3.7 billion, and with the U.S. now allowing ...

Nvidia reached a $4 trillion market valuation, making it the first company to do so. Co-founder Jensen Huang is scheduled to meet with unspecified parties.

Wall Street analysts at Stifel, Bernstein, and William Blair now project that Nvidia could recoup between $10-15 billion in revenue from China in the second half of the year, potentially reaching $20 ...

Dell Alienware, Plus series laptops launched. OnePlus Pad 3 goes on sale in India from September. EA Sports FC 26 gameplay out. Nothing rolls out Essential Space update. Adobe Firefly adds new feature ...