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

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

Agentic AI will be a powerful growth driver.

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. It takes a significant market disruption to bring fierce competitors like Intel and AMD ...

Nvidia is going after a lucrative market that's currently dominated by AMD and Intel.

Intel has begun risk production of chips based on a new process node, which could help it prevent further market share losses ...

Intel’s AI comeback case now has a $170 billion hook.

Building faster processors with more CPU cores used to be enough for Intel to dominate the chip market, but the 2020s have not been kind to the iconic tech company. As Intel struggles to remain ...

Nvidia (NVDA) is taking aim at Intel (INTC) and AMD (AMD) with the debut of its RTX Spark superchip for Windows laptops. The ...

Vera CPU opens a brand-new $200 billion TAM for Nvidia, a market we have never addressed before. Every major hyperscale and system maker is partnering with us to get it deployed. We have visibility to ...