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Advanced Micro Devices risks falling behind as competition in the server and PC markets ramps up, say analysts at KeyBanc.
Removing every bottleneck “We are building the hardware that will remove every bottleneck to the fastest possible inference ...
Intel (NASDAQ:INTC) shares have fallen by ~11% since President Trump’s ‘Liberation Day’ announcement of unprecedented tariffs ...
If the reports that Nvidia is interested in partnering with Intel's foundry business "potentially for gaming appplications" ...
UBS analyst says Nvidia could shift to Intel for gaming chips. Here's how Nvidia and INTC could benefit from such an alliance ...
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Nvidia's stock has dropped 23% to $94/share since my latest article. Read why I maintain my strong sell rating on NVDA.
According to UBS analyst Timothy Arcuri, Intel is closing in on scoring Nvidia ( NVDA -1.51%) as a foundry customer. While Intel has both Microsoft and Amazon on board as Intel 18A customers, winning ...
TSMC will take a 20% stake in the joint venture by contributing chipmaking expertise and staff training to Intel, according ...
It's the shipping story that just won't die, so here's the latest twist in the almost fanfic pairing of Intel and TSMC. The ...
Under my leadership, Intel will be an engineering-focused company,” Tan said at the Intel Vision conference this week.
The information comes from Timothy Arcuri, an analyst at Swiss investment bank UBS. He stated in a press note to investors ...