Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

Artificial intelligence is reshaping the semiconductor industry in ways few investors anticipated just a few years ago. The ...

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. It takes a significant market disruption to bring fierce competitors like Intel and AMD ...

Arm’s interest in buying part of Intel’s chip business shows how much the tech industry has been transformed by the mobile productivity philosophy articulated in the early days by the Apple Newton.

UBS says AMD and Arm benefit as agentic AI boosts standalone CPU racks; higher price targets and x86/ARM split signal ...

Agentic AI will be a powerful growth driver.

There's Intel and AMD on the x86 side, with Apple and Qualcomm making Arm-based processors on the other. We break down the advantages and drawbacks of each to help you pick the right chip for your ...

Arm’s audacious target puts Intel and AMD, the x86 architecture leaders, directly in its crosshairs. Intel, with its Xeon processors, has long dominated the data center CPU market, while AMD’s EPYC ...

Shares of Arm Holdings continued to decline on Wednesday, extending losses after the semiconductor stock tumbled more than 10 ...

Building faster processors with more CPU cores used to be enough for Intel to dominate the chip market, but the 2020s have not been kind to the iconic tech company. As Intel struggles to remain ...

Use left and right arrow keys to seek audio. Intel has been in hot water for quite some time now, and the problems were particularly exacerbated when it broke consumer trust with the sloppy response ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Arm Holdings announced its first chip product, the Arm AGI CPU. The new data center ...