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Arm said it expects its new chip to generate six times more revenue in 2031 than the $4 billion it made in 2025.
Broadcom has added OpenAI to its growing list of design partners. That makes it a stock you should seriously consider for 2026.
A supply crunch for Intel and AMD’s central processing units means longer wait times and higher prices, a report says.
Arm is making its first CPU, pivoting from only licensing its architecture to giants like Apple, Nvidia, Amazon and Google. CNBC got an exclusive first look.
This British tech company could be a major beneficiary of Nvidia's soaring chip sales over the next couple of years.
Led by Nvidia, seven of world’s 25 most valuable firms hail from the semiconductor industry.
By Eduardo Baptista March 25 (Reuters) - China's chip industry is showing strong growth momentum as a global sprint to build AI infrastructure creates an explosion in demand, sparking higher capital spending and capacity expansion as chipmakers race to keep up,
While much of the attention has focused on GPUs, an area Nvidia dominates, CPUs are seen as key for AI inferencing and agents.