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

Quick ReadLuria says Micron could 4x by 2030 while Microsoft's 19x P/E looks cheap given its 50% AI compute backlog advantage ...

Arm Holdings ARM is stepping up its ambitions in AI infrastructure with the Arm AGI CPU, a processor purpose-built for the ...

Microsoft told me that it's rolling out Windows 11's Low Latency Profile (LLP) to more PCs with the June 2026 optional update ...

Meta ( META) had been using Google's Gemini models for tasks such as content moderation and scam detection because they ...

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...

AppControl reveals which apps are chewing up your memory and system resources - so you can better control them.

First look: OpenAI is taking the wraps off Jalapeño, a custom "intelligence processor" built with Broadcom to make its large language models cheaper and more efficient to run. The company even used ...

Qualcomm unveiled the Dragonfly C1000 server CPU at its June 24 investor day, naming Meta as its first hyperscaler customer and acquiring AI software firm ...

Qualcomm's primary business has been smartphones, which accounted for two-thirds of the company's product revenue in it's ...

Google partners with MediaTek to build its next-gen TPUv9 'Triggerfish' chip, combining training and inference capabilities ...