Micron sees growth ahead for smartphones and PCs.

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

Arm Holdings (NASDAQ:ARM | ARM Price Prediction) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the ...

Is AMD fairly valued? Test your thesis with our free DCF calculator. AMD may be positioned to capture a larger share of t ...

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

Artificial intelligence (AI) is still driving the stock market in 2024, and specialized semiconductors remain a key piece of the computing architecture necessary to drive this new wave in tech. Amid ...

Supermicro announced the AMD Helios platform for high-performance AI training and inference, as well as a new Arm AGI CPU rack-scale infrastructure for enterprise agentic AI workloads.

AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

Some of the best Arm processors come from companies like Apple and Qualcomm, which license Arm’s processor instruction set but create their own custom or semi-custom CPU designs. But Arm continues to ...

The UK-based chip designer is making a fresh push into the space via Qualcomm (QCOM) and its Arm-based Snapdragon X Elite and X Plus chips, which are rolling out in laptops from companies ranging from ...

Bernstein’s calls highlight growing confidence in AI-driven server demand and next-generation CPU opportunities across the ...

Use left and right arrow keys to seek audio. Arm has announced details on its new Arm Accuracy Super Resolution, or Arm ASR, upscaling for mobile devices. Described as a 'best-in-class open-source ...