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 ...

Part 1 of this min-series established why CXL Type 3 memory expanders matter for capacity-bound workloads and where expander ...

The investing pundit just endorsed Intel stock, which has already soared by more than 250% so far this year.

HSBC lifts Intel (INTC) target to $200, citing server CPU shipment upside through 2027 and foundry gains from 18A and EMIB ...

GF Securities says Nvidia may cut AI server memory specs to curb soaring LPDDR5X costs, boosting shipments into 4Q26—get the ...

The story so far: On December 15, the Ministry of Electronics and Information Technology (MEITY) announced the launch of DHRUV64, an indigenous microprocessor that it said would strengthen the ...

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.

Yandex has open-sourced YaFF (Yet Another Flat Format), a new technology for efficient data transmission and processing in ...

Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyToday ...

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is ...

And that is precisely what China did in creating the “OceanLight” supercomputing for NSC Qindao a few years back, which is based on the homegrown Sunway SW26010-Pro CPU and which had 41.93 million ...

AI agents waste massive cloud space, so block this bloat early with strict policy checks, illustrated using Terraform and ...