Nobody has given manufacturing leaders outside the semiconductor industry a practical way to assess this risk. Here’s one.

Lam Research receives a Buy rating, driven by its technological moat in plasma dry etching for advanced memory manufacturing.

Micron Technology (NASDAQ:MU) shares extended their rally on Monday after strong earnings from peer Sandisk lifted expectations for memory-chip pricing, while Wall Street also raised its view on the ...

Advanced Micro Devices, Inc. benefits from AI data center growth and hyperscaler deals but faces Nvidia and rich valuation.

Majestic Labs CEO Ofer Shacham tells “Globes” that the company’s newly unveiled AI server Prometheus is 50 times more ...

Micron Technology drew a fresh bullish call on Tuesday after D.A. Davidson started coverage with a Buy rating and a $1,000 price target, ...

The TPU 8t is built for training large AI models, while the TPU 8i is focused on running them efficiently in real time. Both come with a noticeable jump in capability. The 8t can scale up to 9,600 ...

GLOBALFOUNDRIES Inc. (GF) (Nasdaq: GFS) today announced preliminary financial results for the first quarter ended March 31, 2026. Key First Quarter Financial Highlights “GF delivered strong results in ...

The compute explosion is the technological story of our time. And it is still only just beginning. We evolved for a linear world. If you walk for an hour, you cover a certain distance. Walk for two ...

Chinese AI darling DeepSeek is back with a new open weights large language model that promises performance to rival the best ...

There’s something that happens when money comes late. Not the relief of it, though that’s real. Not the thrill of finally ...