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

Analysts expect Arm's internal CPU revenue to reach $14 billion by 2030. Shares of Arm Holdings continued to decline on ...

According to The Wall Street Journal report, Son said Arm Holdings is positioned to become one of the world's most important ...

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

Intel says its new Wildcat Lake Core 3 Series chip family is built for affordable laptops. My first wave of tests shows ...

Lenovo has helped launch Intel's Core Series 3 (Wildcat Lake) budget PC platform with a 15-inch laptop that underperforms its ...

It is the centerpiece of President Trump’s drive to make more chips in the United States, but the company still has a long ...

Intel has begun risk production of chips based on a new process node, which could help it prevent further market share losses to AMD.

SoftBank CEO Masayoshi Son outlined a long-term vision for Arm Holdings to become a full-stack AI infrastructure provider.

UBS raised price targets on two chip stocks in a note on Wednesday, identifying both as key beneficiaries of accelerating demand for standalone CPU deployments in agentic AI infrastructure, while ...

The latest hype is all about Agentic AI PCs. But unless companies are (finally) upgrading old Windows 10 devices, there’s no ...

Overview: Snapdragon AI PCs offer up to 27 hours of battery life, far ahead of many traditional laptops.Dedicated AI hardware ...