chips
"The only real weakness in royalties is really on the smartphone side," said CFO.
Despite once calling to end the CHIPS Act, President Trump has handed out billions to boost the domestic market.
SambaNova CPSO Abhi Ingle chats about its chip product roadmap and why it's sticking with "premium inferencing".
At least 10 customers have signed long-term supply agreements.
But the market is unimpressed...
Intel is searching for major Foundry customers after spending billions on new factories.
Agentic AI and fresh CPU demand is helping demand, and profits, stay high says CEO.
The state-backed chip funding continues to flow...
Moore's law may have some life left in it after all.