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 ...

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

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

Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.

Nvidia Just Went After Intel And AMD’s Most Profitable Business. Nvidia’s New Arm CPU Could Change The Future Of AI Data Centers ...

These days, Nvidia primarily sells AI data center products, and its traditional consumer devices feel like more of a side ...

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

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

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

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's first x86 processors that will feature integrated NVIDIA RTX graphics are reportedly on track for a Q1 2028 release, ...