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Super Micro Computer (NASDAQ:SMCI) announced on Wednesday that it has begun shipping advanced 4-socket servers to support ...
TSMC's 30% growth is driven by soaring AI and HPC chip demand. Click to read more on my updated look at TSM and its Q2 ...
Key Points Nvidia, TSMC, and ASML are all great long-term plays on AI infrastructure.Meta is investing heavily in AI and is well-positioned for an AI world.Alphabet should not be overlooked for what ...
Semiconductor chip companies, including Nvidia, AMD, Broadcom, Marvell Tech, and Super Micro had a volatile week due to trade ...
ASML Holding's Q2 earnings exceeded expectations with strong sales, high gross margins, and robust share buybacks. Read why I ...
Despite laying off thousands, big tech companies are spending vast amounts to attract top AI talent, driving salaries to ...
Ukraine’s HUR cyber unit struck Gazprom’s network, disabling systems, wiping key data from 390 subsidiaries, and causing ...
The title of the story has been corrected to reflect that the outlook was raised, instead of the erroneous “outlook cut” ...
The company warned that it could no longer guarantee growth in 2026, overshadowing what was otherwise a strong quarter.
Supermicro systems, pre-qualified for the Blackwell B200 chips, will be deployed in Digi Power X's proprietary ARMS 200 pods.
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Zacks Investment Research on MSNEarnings Preview: Intel (INTC) Q2 Earnings Expected to DeclineWall Street expects a year-over-year decline in earnings on lower revenues when Intel (INTC) reports results for the quarter ...
Currency risk is limited as most transactions are made in USD. Intellectual property theft is a major risk. The most high-profile incident was TSMC’s settlement with SMIC, in which the firm received ...
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