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 ...

The investing pundit just endorsed Intel stock, which has already soared by more than 250% so far this year.

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.

Partnership Announced: A long-term supply agreement was revealed, making Qualcomm a key CPU provider for Meta's future data ...

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

AMD EPYC is poised for the AI CPU supercycle, powering inference and agentic AI with strong TCO and efficiency—alongside Instinct & Helios. Click for this update.

Yandex has open-sourced YaFF (Yet Another Flat Format), a new technology for efficient data transmission and processing in ...

And that is precisely what China did in creating the “OceanLight” supercomputing for NSC Qindao a few years back, which is based on the homegrown Sunway SW26010-Pro CPU and which had 41.93 million ...

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

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 ...