Apple’s reported preliminary chip deal with Intel reflects a deeper shift in the semiconductor industry, where AI demand, ...
Investors are searching for the next Nvidia in AI chips. Broadcom, Marvell, AMD and Intel each offer a different route to the ...
AMD (NASDAQ:AMD | AMD Price Prediction) and Intel (NASDAQ:INTC) both reported Q1 fiscal 2026 results within two weeks of each other, and the contrast is striking. AMD posted $10.25 billion in revenue ...
The semiconductor sector is selling off at the open on Friday, with all three major U.S.-listed chipmakers giving back a ...
GF Securities sees AMD, Intel & Qualcomm as key AI infrastructure winners, with TAM projected to hit $135B by 2030—read more.
Mercury Research's Q1 2026 numbers show AMD reaching 46.2% of x86 server CPU revenue, a new record for the company. Its ...
AMD now commands 38.1% of total x86 CPU revenue share, skyrockets past 46.2% x86 server CPU market share, according to ...
The rise of agentic AI seems to have turbocharged Intel's turnaround, as it has always been a leader in CPU design. In the ...
AMD reached a record 46.2% of x86 server CPU revenue share in Q1 2026. According to Mercury Research data, the report showed ...
UBS said that in the first quarter, Arm and AMD gained server CPU share at the expense of Intel quarter-over-quarter.
It announced the ARM AGI CPU on March 24, noting that it is the first time in its 35-year history that it will produce its ...
Agrani Labs, founded by former Intel and AMD executives, is aiming for a significant $100 million Series A funding. This ...