Mizuho Securities Asia has increased its forecast for Taiwan Semiconductor Manufacturing Co.s (TSMC) advanced CoWoS packaging ...
Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and ...
India’s data centre boom is gathering momentum as more companies are pumping in money and looking to set up their own centres ...
Water-cooling systems look spectacular inside a PC. But do you really need them? For most gamers, the honest answer is… no.
HSBC analyst Frank Lee said Intel is shifting more capacity toward server CPUs, which could help shipments grow faster over the next two years. The firm now expects server CPU shipments to rise 25% in ...
The stock sold off with the whole semis, but HSBC just lifted its server-CPU growth view (2026/27) and put a $200 target on it, implying the market is still underpricing Intel’s data-center/AI upside.
Intel’s (INTC) stock has climbed more than 5x over the past 12 months, moving from roughly $19 to a recent range near $120 ...
A year ago the Ryzen AI Halo, AMD's tiny new AI workstation, would have offered devs and machine learning enthusiasts an ...
Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.
Nothing has spent the last few years strengthening its smartphone lineup with new flagship and mid-range devices. Now, the ...
AI agents waste massive cloud space, so block this bloat early with strict policy checks, illustrated using Terraform and ...
AMD EPYC is poised for the AI CPU supercycle, powering inference and agentic AI with strong TCO and efficiency—alongside Instinct & Helios. Click for this update.