Sources: Intel and AMD are signing longer-term CPU purchase commitments with Chinese server customers; source: some CPU product prices are up 40%+ in China YTD
U.S. chipmaking giants Intel (INTC.O) and Advanced Micro Devices (AMD.O) are signing longer-term purchase commitments …
CPUs are now at the center of the AI race as Nvidia, Qualcomm, MediaTek, Arm, Google, Amazon, Chinese players, and others take on Intel and AMD in data centers
TAIPEI/PALO ALTO, California — The global AI boom is reshaping one of the semiconductor industry's most important battlegrounds: CPUs.
Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry
TAIPEI — SoftBank-backed chip designer Arm says it has hit a milestone in its decades-long challenge to Intel and AMD …
Sources: Google placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel tech for a processor and running 18A trials; INTC jumps 11%
Sources: Google recently placed an order with Intel to manufacture 3M+ TPUs in 2028; Nvidia is testing Intel's tech for a new processor and running 18A trials
TSMC's capacity struggles are turning into a boon for Intel. — As the Taiwanese chip making giant struggles to meet overwhelming demand …
Sources: Intel faces a supply shortage of its Panther Lake and Wildcat Lake laptop chips built on its 18A process node; Intel says there are “some” shortages
[Exclusive] A shortage of processors at its comeback node has clients worried about stability of future supply.
Sources: Intel asks its leading PC partners, including those in the US, China, and Taiwan, to use more 18A CPUs, citing better supply than chips on older nodes
Qualcomm closed down 11.46% on May 12, as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron fell 3.61%
Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs.
Qualcomm closed down 11.46% on Tuesday as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron 3.61%
Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs.
Intel's stock jumps 12%+ and hits a new all-time high on a report that Apple has had early-stage talks with Intel to produce chips for Apple's devices in the US
From commanding the strategic heights of compute infrastructure from data centers to the desktop, to being grateful for some fab work. [embedded post]