As AMD prepares to report its fourth-quarter results on February 4, according to a report from Reuters, investors have been closely monitoring the company's AI chip strategy. This comes amid growing concerns over AMD's position in the AI infrastructure race, as major tech firms increasingly shift to...

Ahead of TSMC’s earnings call on January 16th, market rumors have been circulating that the foundry giant’s largest clients are slashing their CoWoS-S orders. According to Commercial Times, AMD and Broadcom are reportedly releasing the CoWoS-S capacity they previously booked due to slowing deman...

A couple of days ago, U.S. Commerce Secretary Raimondo stated that TSMC has started the production of advanced 4nm chips in Arizona, as per Reuters. Now the information seems to get confirmed, as a latest Nikkei report notes that Apple is nearing the final stages of verifying its first "made in Amer...

According to a report from TechNews, citing Tom's Hardware, since the Chinese government blocks the use of American chips such as AMD and Intel in government operations, Chinese chipmaker Phytium claims to have sold over 10 million units of its FeiTeng series processors. As noted by a report from...

Broadcom CEO Hock Tan, known as an aggressive dealmaker in the semiconductor industry, told the Financial Times that the company is fully focused on advancing its AI business and has no intention of acquiring Intel. The same report noted that Tan explained Broadcom's AI semiconductor operations a...