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semiconductors

ARM IPO valuation risks

"SoftBank, you know, is not known as a poster child for good corporate governance"

Intel Tower Semiconductors

"Modestly disappointing for the prospects of Intel’s foundry efforts… [which were] never going to be easy even with Tower, but now may prove to be even more challenging without.”

Intel to treat manufacturing like a separate business to "expose true economics", cut $10 billion

"We will manufacture any of the RISC-V, ARM, x86, and GPU alternatives for the industry... We view this as an industry play of great significance."

US-China semiconductor saga continues after Micron ban backlash in Washington

AMD creates new unified AI team under Victor Peng

Move comes ahead of pioneering MI300 release

CEOs of TSMC, ASML cite “tremendous benefit” of shifting to GPUs

Harder, faster, stronger...

Intel's new "On Demand" will make you pay extra license to unleash chips

Intel touts one of the “most important product launches in company history”

UK to block sale of Newport Wafer Fab

“The decision is wrong, and we will appeal to overturn this divestment order."

It's a candy shop for CIOs as AMD's EPYC 4 lands in servers galore

New record-breaking servers from Dell, HPE, et al and clever new memory products too...

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