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We expect pricing pressures to mount for Samsung as competition within the Android smartphone space is likely to continue intensifying. We expect demand for memory semiconductors to surge in the long ...
Recent developments have fueled this debate, particularly the meeting between Nvidia CEO Jensen Huang and former President ...
We’re now entering a phase in which the giants win because they own, and continue to build out, the physical assets that make ...
The Silicon Valley tech giant, which has a new leader, has lagged behind its rivals during the AI boom and is slashing costs.
The CMA determined that "competition is not working well" and has shared recommendations to solve the situation. An independent CMA panel found the cloud services market to be “highly concentrated,” ...
One of the top tech companies, Nvidia (NASDAQ:NVDA), supplies artificial intelligence chips for data centres, but the company ...
Copper Tarnished as the New Gold In a stunning reversal, President Trump scaled back his proposed 50% tariff on copper imports announced on July 8. He instead limited it to semi-finished copper ...
Arm Holdings is exploring a strategic shift towards developing "full-end solutions" and chiplets, moving beyond its licensing ...
Shares were up over 9% after hours following Microsoft's strong earnings report. As a result, Microsoft joined Nvidia as the only other company to reach over $4 trillion in market cap.
The Trump administration is increasingly framing the race to dominate artificial intelligence (AI) as an existential ...
Most GPUs are currently selling above the recommended list price -- why is that? There's more to it than you might think.
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