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If an insider is putting their money where their mouth is, there’s a reason for it. We also have to consider that it’s the ...
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 ...
The tech giants said they can resume selling high-end semiconductors to China, in what appears to be a major about-face for ...
US stock market futures today are mixed as the Nasdaq‑100 jumps over 0.6%, powered by a 5% rise in Nvidia shares after the ...
Nvidia stock surged 4.47% in pre-market trading after the U.S. government cleared the company to resume H20 AI chip exports ...
Intel’s once-dominant position in chips now looks shaky as layoffs mount, divisions are sold, and competitors gain ground.
AMD just landed a new price target from HSBC — double the previous estimate — as confidence builds around its AI chip ...
Shares of Advanced Micro Devices (NASDAQ:AMD) traded higher on Monday, opening at $146.42, as institutional demand, favorable ...
The global semiconductor market is poised to reach $1.06 trillion, driven byAI, cloud infrastructure, and advanced consumer ...
The Chosun Ilbo on MSN1d
ASIC boom reshapes HBM supply chain
As demand accelerates for custom artificial intelligence semiconductors, high-bandwidth memory (HBM)—long dominated by GPU ...
The ongoing bullish run by semiconductor giant Nvidia (NASDAQ: NVDA) could extend to a record high of $300 in the coming ...
Nvidia became the first publicly traded company to surpass a $4 trillion market capitalization value, 13 months after ...