Mizuho Securities Asia has increased its forecast for Taiwan Semiconductor Manufacturing Co.s (TSMC) advanced CoWoS packaging ...

Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and ...

HSBC lifts Intel (INTC) target to $200, citing server CPU shipment upside through 2027 and foundry gains from 18A and EMIB ...

Find insight on SK Hynix, LGand more in the latest Market Talks covering technology, media and telecom.

GF Securities says Nvidia may cut AI server memory specs to curb soaring LPDDR5X costs, boosting shipments into 4Q26—get the ...

The stock sold off with the whole semis, but HSBC just lifted its server-CPU growth view (2026/27) and put a $200 target on it, implying the market is still underpricing Intel’s data-center/AI upside.

The company reportedly uses a custom ASIC chip to ensure compatibility. Can we get that on some consumer boards, please?

In a completely AI-driven world, these companies could grow significantly in value.

AI agents waste massive cloud space, so block this bloat early with strict policy checks, illustrated using Terraform and ...

HC expands global edge cloud and bare metal options with high-performance AMD-powered Amsterdam-based dedicated servers, ...

Valve has released the results of its June 2026 Steam Hardware & Software Survey, highlighting continued changes across the PC gaming landscape. The latest figures show Windows 11 reaching a new ...

Tom Fenton explains how local AI fits into the broader private AI discussion for VMware environments, distinguishing enterprise-scale private AI deployments from smaller local AI setups running on ...