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Alphabet is now selling its custom AI chips, known as Tensor Processing Units (TPUs), directly to external customers, positioning itself to compete with Nvidia…
Elon Musk announced a 200% annual increase in demand for memory chips, while supply grows only 20%, suggesting rising prices that could benefit Micron Technolo…
MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S…
Nvidia is diversifying beyond training chips into inference, software, and robotics to reduce reliance on big cloud clients. This shift may lower margins but c…
Apple launches the iPhone 15, Watch Series 9, and iPad Pro on September 12, featuring upgraded cameras and chips. These releases drive critical revenue and cou…
Written by Marc Guberti for The Motley Fool -> Silicon Motion more than doubled its revenue year over year while implying up to 20% sequential growth in Q3. …
Written by John Ballard for The Motley Fool -> Astera Labs provides mission-critical connectivity chips for AI data centers and recently turned profitable. A…
Intel Corporation (NASDAQ: INTC ), over the past year, has remained one of Cramer's favorite stocks. The shares are up by 302% over the past year and by 107% y…
Bloomberg reports that US senators from both sides of the aisle are urging Apple CEO Tim Cook to commit by August 21 to not using memory chips from Chinese sup…
Advanced Micro Devices, Inc. (NASDAQ: AMD ) and Core Scientific, Inc.
ASML is the only company on the planet capable of mass producing the ultraviolet lithography machines critical to building cutting-edge chips.
