We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Beyond Tesla and Waymo, the real winners in autonomous vehicles could be the semiconductor, sensor, and software companies.

July 15 - Semiconductor stocks rallied on Tuesday after Nvidia (NASDAQ:NVDA) got a major breakthrough. Nvidia shares jumped ...

Nvidia (NASDAQ:NVDA) led chip stocks higher on Tuesday after the company said it hopes to resume sales of its H20 chips in ...

Nvidia plans to restart H20 AI chip sales in China after U.S. approval, signaling easing trade tensions and market rebound.

Chinese EV maker XPENG has officially opened the order books for its fully renewed Ultra Smart Coupe SUV G6 and Ultra Smart ...

Research firm Canalys predicts Samsung’s foldable shipments, which peaked in 2022, will remain flat or slightly declining in ...

With Nvidia, AMD, and Broadcom’s customers currently ramping AI chips, KeyBanc analysts see those three companies in a ...

Buffett is not known as a technology investor, but even his portfolio has some exposure to the artificial intelligence (AI) ...

All of this shows that China and "China speed" can play an important role in the future car brain — semiconductors. A few ...

Scale-up fabrics connect accelerators (GPUs, AI processors) within a single rack or AI pod, prioritizing ultra-low latency ...