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News
No Matter Who Wins the Smartphone and AI Chip Races, ARM Stock Still Benefits
1+ hour, 20+ min ago (38+ words) Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with....
Nvidia’s Rivals Are Coming for Its Crown, But the Smartest AI Bet Sits Further Down the Tech Stack
1+ day, 2+ hour ago (1360+ words) Hyperscalers are building custom AI chips to cut their reliance on Nvidia. But whoever wins, every chip still runs through the same handful of companies, from Broadcom and TSMC down to ASML....
CBRS Stock Alert: What to Know as Cerebras Teams Up With AMD
1+ day, 6+ hour ago (147+ words) Cerebras stock inches higher on a strategic partnership with AMD. Here’s what the announced deal means for CBRS shares and AMD stock....
Wedbush Sees AMD’s Microsoft Deal as the Start of a Sharp AI Ramp, But It’s Not a Reason to Dive In Here
2+ day, 1+ hour ago (415+ words) AMD’s Microsoft deal for Helios rack-scale AI systems and next-gen Instinct and EPYC chips joins AMD's list of wins along with other AI industry favorites....
Meet again next year, Slkor at 2026 Electronica China Highlights Recap
2+ day, 15+ hour ago (570+ words) Kinghelm and Slkor2026 Munich Shanghai Electronics Show exhibition team electronica China wrapped up successfully at the Shanghai New International Expo Centre. Having devoted 11 years to the domestic electronic components market, Slkor Semiconductor presented its core product lineup and refreshed brand identity…...
Song Shiqiang on Strategy: Highlights from the 2026 electronica Shanghai Dialogues
2+ day, 15+ hour ago (357+ words) Song Shiqiang on Strategy I: "Slkor: Chinese Semiconductors Going Global" Mr. Song Shiqiang, founder of Slkor Semiconductor, engaged in a compelling discussion with Mr. Li Jian, senior industry analyst at eefocus, on the theme "Slkor: Chinese Semiconductors Going Global." Slkor Semiconductor…...
Fortinet and Intel Just Announced a New Collaboration. The Real Test for FTNT Stock Is Earnings.
3+ day, 1+ hour ago (311+ words) Fortinet announced a collaboration with Intel to develop the Fortinet Security Processor 6 on the Intel 4 process, making Fortinet the first named cybersecurity customer for Intel Foundry....
Taiwan Semi Is Raising Wafer Manufacturing Prices. Why That’s Good News for TSM Stock.
3+ day, 4+ hour ago (265+ words) For investors, the planned price increases highlight TSMC's pricing power and the strong demand for its manufacturing capacity, particularly in AI-driven semiconductors. Higher wafer prices could translate into stronger margins, faster earnings growth, and additional support for TSM stock. Thus,…...
AMD Is Expected to Unveil New AI Customers. One Detail Matters Most for AMD Stock.
4+ day, 7+ hour ago (473+ words) AMD's upcoming AI event could reveal whether the company can attract major AI customers on the strength of its chips rather than equity incentives....
OpenAI Hardware Pivot Sends Blunt Warning to Audio Giant. How to Play Hard-Hit Sonos Stock Here.
1+ week, 7+ hour ago (189+ words) OpenAI is reportedly building a screen-free smart speaker. SONO stock dropped fast on the news....