Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...
AICTE data shows rise in B.Tech seats, shift towards CSE, AI, and semiconductor jobs, urging colleges to adapt.
Micron Technology (NASDAQ:MU) announced a US$7 billion investment to build a high-bandwidth memory (HBM) chip-packaging ...
The advent of AI has sent the semiconductor industry into overdrive over the past year. Volatility is part of the price of ...
This will be costly for American taxpayers and TSMC’s customers, who will have to bear the cost of higher prices. But it is ...
We recently compiled a list of the 13 AI News and Ratings on Wall Street’s Radar. In this article, we are going to take a ...
A recent class action lawsuit against ASML Holding N.V. underscores significant developments in the AI chips sector, focusing ...
Rise of AI workloads is pushing data center designs to ensure higher compute density, efficient cooling mechanisms, and reduced latency in operations ...
Mizuho analysts project a positive 2025 for chipmakers, supported by robust artificial intelligence (AI) demand, data center ...
Decades of cloud systems and information technology (IT) expertise could propel this artificial intelligence (AI) specialist ...
Chen noted that Taiwanese companies should see improving profitability in 2H24 on the back of strong AI demand and the arrival of high season. She expects an accelerated growth momentum for Taiwan ...
TSMC is entering an unprecedented growth phase, driven by accelerating AI infrastructure demand. Check out why I reiterate a ...