World War Fee The US has lifted the requirement to secure a license before exporting Electronic Design Automation (EDA) tools ...

The stock market cares more about future earnings potential than the past -- and that may be why Nvidia, Microsoft, Apple ...

Doug and Lee examine Nvidia’s historic rally, fueled by massive AI infrastructure spending and market dominance, while noting ...

The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

New B200 & B300 fleet lifts total to 4.3k GPUs, unlocking next-gen training and inference at scale ...

Mizuho expects further upside for Dell (NYSE: DELL) and Supermicro, citing AI server ramps from customers like xAI and OCI.

Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...

AMD's GPUs power Reliance Jio's data centers, highlighting India's importance in the AI market and AMD's collaboration on ...

AMD views India as a crucial market, teaming up with Reliance Jio to deploy GPUs in data centers, emphasizing collaborative ...

SAN FRANCISCO, Calif. – Addressing the crowd at EE Times' The Future of Chiplets event at DAC, Arm's Eddie Ramirez called on the industry to adopt robust standards and build a true chiplet marketplace ...

Nvidia and other large tech companies are building AI factories, creating unprecedented demand. Dell Technologies' AI server ...

Although traditionally dominant in memory chips, Lam is broadening its footprint in advanced logic chips and packaging technologies—fields that are witnessing increasing demand as chip design ...