Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK ...

The $600 million machine is already online and operational at the Lawrence Livermore National Laboratory in California.

Nevertheless, AMD faces production challenges due to limited access to high-bandwidth memory (HBM) and advanced packaging ...

Intel's Arrow Lake-H Core Ultra 9 285H left us impressed by its strong CPU performance, excellent GPU performance and ...

Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...

The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.

Summary Deploying AI at scale demands massive computing power and high-speed networking, but connectivity bottlenecks slow progress. AI data centers rely on dedicated infrastructure, high-bandwidth ...

CASE ALLEGATIONS: Micron designs, develops, manufactures, and sells memory and storage products, including, among other things, dynamic random access memory, NAND, NOR, and high-bandwidth memory ...

New connectivity standard brings performance improvements and a bunch of new features, but it may take years before they are ...

Lam Research is poised to benefit significantly from the AI infrastructure boom. Learn why LRCX stock is a Buy.

According to a report by , Tongfu Microelectronics is rumored to have commenced trial production of high bandwidth memory ...