Intel Xeon server CPU sales hit 14-year low as AMD gains ground
According to SemiAnalysis, Intel's 2024 server processor volume declined for the third year straight. Following the precipitous drop in 2023, the company's data center business has ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Applied Materials, Inc (NASDAQ:AMAT), KLA Corp (NASDAQ:KLAC), and Lam Research Corp (NASDAQ:LRCX) became significant ...
Raising Soitec's Uncertainty Rating to Very High on Weak Outlook and Structural Concerns
Soitec's photonics wafers are used for data center optical interconnections as higher communication speeds are needed. Soitec's manufacturing technology seems to be the only efficient and reliable way ...
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Analysis: Intel Seeks To ‘Stabilize’ Waning Server CPU Share, But It Faces AMD And Other Challenges
While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...
A microchip material maker sees its worst day in 11 years. Ken Griffin’s Citadel wins big.
A microchip materials manufacturer that counts Taiwan Semiconductor, GlobalFoundries and STMicroelectronics as clients saw ...
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Apple’s M3 nightmare is coming to an end
Macworld The new M4 MacBook Air is coming “relatively soon” and for Apple, it may not be soon enough. It’s not that there’s ...
A microchip material maker sees its worst day in 11 years. Citadel wins big.
Soitec shares (FR:SOI) plunged 29% in Paris trade - its worst day in 11 years, according to FactSet - as the company said it's been impacted by a weaker automotive market. Soitec's leading outside ...
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US chipmaker GlobalFoundries names new CEO
Breen, who has been with the company since 2018 and served as its chief operating officer since 2023, will succeed Thomas Caulfield in the top role ...