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 ...
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 ...
Samsung Crowned World’s Largest Chip Manufacturer in 2024
Samsung Electronics emerged as the world’s biggest chip manufacturer in 2024, reaffirming its dominance in the semiconductor industry amid fierce competition and turbulent market conditions. The South ...
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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 ...
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 ...
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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 ...
Bill Gates laments Pat Gelsinger's failure to save Intel: 'I was hoping for his sake, for the country's sake that he would be successful'
As much as is it displeases me that every week seems to be 'let's rag on Intel' week, it's hard not to keep bringing up the ...
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 ...
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 ...
DeepSeek’s rise raises data privacy, national security concerns
The emergence of a newly popular artificial intelligence (AI) model from Chinese startup DeepSeek is raising national ...