For most of the industry’s history, the lever for semiconductor performance gains was process-node scaling. That is no longer the whole story. As one recent industry analysis put it, advanced ...

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Micron is a Strong Sell due to dramatic long-term overvaluation, bringing limited sustainable upside vs. serious downside ...

Meta reportedly plans to deploy its fourth custom AI chip by September as it looks to cut AI costs and reduce reliance on Nvidia and AMD. If you can only read one tech story a day, this is it. We use ...