AMD and Lisa Su

1+ hour, 23+ min ago   (94+ words) digitimes OEM/EMS AI servers: August revenue trends, operational outlook Credit: Rorozoa on Freepik via Entrepreneur India Keep me signed in - Track financials & stock data of Taiwan tech. - Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek - Update: ABF…...

15+ min ago   (61+ words) Seeking Alpha - Marvell Technology faces new competition as Qualcomm enters Amazon's AI custom silicon and optical connectivity ecosystem, but MRVL retains broad AWS engagement. - MRVL's data-center revenue surged 46% YoY in Q2 FY2027, with management raising FY2027 revenue to ~$12B and FY2028 to ~$18B, signaling robust growth....

6+ hour, 36+ min ago   (213+ words) The move raises a pointed question for investors watching Intel stock after a sharp multi-month rally: is this a buying dip or a warning sign that valuations have run ahead of fundamentals. Wall Street analysts remain split, and the answer…...

1+ hour, 11+ min ago   (845+ words) Arm's fiscal first-quarter revenue rose 22% year over year to $1.29 billion, split between licensing fees and per-chip royalties. The main processors in smartphones generated about 43% of Arm's royalty revenue in fiscal 2026. Management trimmed its royalty growth outlook in July because of…...

14+ min ago   (274+ words) This product positioning shows NVIDIA is capturing higher margins through the professional card market while attempting to redirect AI server demand away from the consumer product line and back to workstation-class offerings. However, the pricing strategy and supply timeline for…...

1+ hour, 56+ min ago   (361+ words) The chip market continues with treble-digit monthly annualised value growth rates, twice as large as the industry’s two previous record highs in June 2000 (59.3%) and January 2010 (66.6%). Prior […] The post Chip boom doesn’t represent ultimate market demand appeared first on Electronics Weekly....

2+ hour, 41+ min ago   (460+ words) Market fears reduced GPU, HBM demand; industry highlights shift to inference amid AI slowdown CEOs of U.S. AI companies, including OpenAI and Anthropic, have successively raised the "speed control theory" advocating for slower AI model development, directly impacting semiconductor stocks that…...

2+ hour, 45+ min ago   (219+ words) According to a new rumor, NVIDIA's GeForce RTX 60 Series powered by RTX Rubin is reportedly on track for a first-half of 2027 launch. According to a new report by YouTube creator Moore's Law Is Dead, citing sources within NVIDIA, the company…...

3+ hour, 57+ min ago   (449+ words) notebookcheck.net Nvidia's next generation of GeForce graphics cards could arrive sooner than some previous rumours suggested. According to Moore's Law is Dead, the Rubin-based RTX 60 series is currently targeting a launch in the first half of 2027, after reportedly being…...

12+ hour, 23+ min ago   (256+ words) GameGPU According to an insider from Moore's Law Is Dead, internal documentation indicates a massive leap in the computing power of AMD's architecture RDNA 5 relative to the RDNA 4 generation Previously, there were speculations in the market that AMD would secure…...