Arm Holdings could be the biggest winner of the AI-fueled server CPU boom.

Intel INTC and AMD tumbled again on Thursday as surging oil prices and renewed concerns over the returns on artificial ...

A single comment from a chipmaking equipment supplier sent shockwaves through the semiconductor sector, and the companies ...

AMD keeps landing hyperscaler deals and posting numbers that silence skeptics, yet the market still prices it like the ...

Intel shares have shed nearly 15% in a month even as the company posted its strongest revenue growth in fifteen years, and ...

The demand for Intel's server CPUs is exceeding supply by a big margin.

Susquehanna is reshuffling price targets across the semiconductor sector ahead of earnings, raising its outlook for AMD ( NASDAQ:AMD ), Qualcomm ( NASDAQ:QCOM) and Skyworks Solutions while cutting ...

At this week’s OCP Global Summit, new details emerged on Intel’s upcoming data center GPU and a new kind of AMD EPYC CPU ...

AMD and Intel are rallying on a CPU-centric AI narrative tied to inference and agentic AI deployment growth. AMD’s revisions are supported by stronger execution, while Intel’s rerating relies more ...

Can Intel's plants win back what AMD took one server chip at a time?

While Intel's Xeon comeback validates the server CPU tailwind beneficial to EPYC, it also signals intensifying x86 competition against Advanced Micro Devices, Inc., as Intel regains relevance in AI ...

In an early snapshot, Nvidia gained more than 1.5%, while AMD and Intel also rose. Later indications put Intel's rise above 3 ...