Nvidia’s anticipated move into the consumer CPU market has reportedly hit a major speed bump, with its ARM-based N1 and N1X ...

Financial analysts point out that this valuation does not fully reflect Nvidia’s dominant position in the AI chip market, ...

According to rumor mongers, Intel is working on a powerful combination processor to take on AMD's Ryzen AI Max and Apple Pro ...

AI chip sales to China resume; TSMC accelerates U.S. production; Synopsys-Ansys done deal; Chinese espionage; Nikon's new litho system; SiC, GaN buildout; CPO market; rowhammer attack on GPUs; Q2 ...

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” second-quarter ...

Let's put four generations of AMD Radeon GPUs to the test to see how the $300 segment has evolved over the past five years. From the ...

Similar to Nvidia, AMD is now also poised to restart Chinese sales of its MI308 chips. The California-based company said in a ...

China’s move to ease AI chip export rules offers relief for Nvidia and U.S. semiconductor giants. Here’s what it means Nvidia's future stock price outlook.

Nvidia's CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 ...

"Despite public reporting on semiconductor targeting from China-aligned threat actors, Proofpoint directly observed only ...

Nvidia's CEO Jensen Huang says the technology giant has won approval from the Trump administration to sell its advanced H20 ...

At 40x forward earnings, AMD & Nvidia seem similar. But Nvidia has 58% margins, 86% revenue growth & $43B in net cash, while ...