Analyst: New Intel CEO to prioritize chip design, foundry capabilities
In a March 24 note to investors, UBS analyst Timothy Arcuri wrote that Intel’s near-term plan under the leadership of newly ...
SMIC Outlook Weighed by Heavy Investments and Stiff Competition
State-owned enterprises hold about 40% of SMIC's shares. SMIC's investment decisions may also be motivated by China's desire to build a self-reliant supply chain rather than maximizing profit. A mix ...
Nvidia Is Likely To Lose Further Market Share In China
Nvidia dominates AI servers, but China's tech advances could alter the landscape. Learn why NVDA stock faces competition from ...