The switching costs and intangible assets required to displace these machines are enormous, with no competitor coming close to ASML’s technological leadership. As lithography machines get more complex ...

How can a time-tested military strategy help executives navigate the highest economic uncertainty in three decades?

We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

Two analysts are calling for the replacement of Apple CEO Tim Cook, who was hand-picked by Steve Jobs to succeed him in 2011.

Employing more stress testing at the wafer level improves quality while reducing burn-in time and cost. So why isn’t it ...

Intel’s CEO Lip-Bu Tan told employees that he doesn’t consider Intel to be among the leading chip companies, a stark contrast ...

Amazon AMZN.O said on Friday its healthcare business will be divided into six new units as part of a restructuring effort, in a move that comes after recent top health executive departures. The ...

Recent price action in Intel Corporation (NASDAQ: INTC) stock has been anything but quiet. Shares have staged a multi-day price battle, bringing Intel’s stock to multi-month highs, breaking ...

New Intel CEO Lip-Bu Tan has delivered a stark reality check, admitting the company has lost the AI training race to Nvidia ...

Intel’s answer to these advanced packaging demands is Foveros. They’ve introduced new solutions, Foveros-B and Foveros-R, ...

Intel CEO Lip-Bu Tan has told employees that the company has fallen out of its leadership position and apparently is behind ...

Intel's execution risks remain high. However, the potential for a massive upward repricing on a positive earnings surprise ...