UBS analyst says Nvidia could shift to Intel for gaming chips. Here's how Nvidia and INTC could benefit from such an alliance ...
If the reports that Nvidia is interested in partnering with Intel's foundry business "potentially for gaming appplications" ...
Taiwan Semiconductor Manufacturing Company’s pledge to spend an extra $100 billion on advanced manufacturing plants in the US ...
The information comes from Timothy Arcuri, an analyst at Swiss investment bank UBS. He stated in a press note to investors ...
According to UBS analyst Timothy Arcuri, Intel is closing in on scoring Nvidia ( NVDA -2.01%) as a foundry customer. While Intel has both Microsoft and Amazon on board as Intel 18A customers, winning ...
Former TSMC executive Chiang Shang-Yi says Intel is no longer a chip industry leader and should stop chasing cutting-edge ...
But Jensen Huang's revelation that Nvidia is now making any chips at all in the USA has got to be good news for gamers ...
There might be a party. I wasn't invited." Reuters earlier this month reported that TSMC had approached Nvidia, Broadcom and ...
JP Morgan says TSMC can weather tariff concerns and is unlikely to join an Intel rescue plan. The chipmaker's strong market ...
UBS analyst Timothy Arcuri says Intel's new CEO Lip-Bu Tan will refocus on chip design in short term, will secure big ...
There are two compelling reasons why Nvidia may be keen on shifting some production from TSMC to Intel. First, the company is struggling to provide enough gaming GPUs to meet demand. Nvidia ...