The information comes from Timothy Arcuri, an analyst at Swiss investment bank UBS. He stated in a press note to investors ...
Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly working with Nvidia to develop next-generation GPUs utilizing ...
In a March 24 note to investors, UBS analyst Timothy Arcuri wrote that Intel’s near-term plan under the leadership of newly ...
According to an analyst, Broadcom and Nvidia are reportedly close to adopting Intel Foundry as their manufacturing partner.
Intel faces severe challenges, including missed opportunities in GPUs and AI accelerators, and substantial losses in its ...
UBS analyst Timothy Arcuri says Intel's new CEO Lip-Bu Tan will refocus on chip design in short term, will secure big customers for its foundry business.
Taiwan Semiconductor Manufacturing is going big on its investment in the U.S. That has raised concerns that its semiconductors will get pricier, but American-made chips might not be as expensive as ...
The best minds in networking spent the better part of two decades wrenching the control planes of switches and routers out of ...
Still, the tech-focused hedge fund headed by Paul Wick took five new positions and has eight favorite stocks for 2025, ...