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AMD reports stronger-than-expected CPU demand, prompting CEO Lisa Su to announce production capacity expansion in Taiwan. Supply constraints present both opportunity and execution risk.
Alphabet's shares rose after Raymond James upgraded GOOGL to Strong Buy, citing its advanced AI ecosystem and expanded chip production fueling potential revenue growth.
Chinese chipmaker Cambricon plans to triple AI chip production, aiming to replace Nvidia in China, pressuring NVDA shares despite upbeat demand outlook for automotive and industrial semiconductor seg…
Tesla advances its AI chip technology with AI5 nearing completion and AI6 development underway, planning high-volume production and considering its own semiconductor fab to meet growing demand in AI …