Mizuho Securities Asia has increased its forecast for Taiwan Semiconductor Manufacturing Co.s (TSMC) advanced CoWoS packaging ...
Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and ...
HSBC lifts Intel (INTC) target to $200, citing server CPU shipment upside through 2027 and foundry gains from 18A and EMIB ...
Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is ...
The Pixel 11 leaks a 2nm Tensor G6 chip, new 50MP sensor, and Pixel Glow LEDs — but a potential RAM downgrade could backfire.
The stock sold off with the whole semis, but HSBC just lifted its server-CPU growth view (2026/27) and put a $200 target on it, implying the market is still underpricing Intel’s data-center/AI upside.
GF Securities says Nvidia may cut AI server memory specs to curb soaring LPDDR5X costs, boosting shipments into 4Q26—get the ...
The world’s largest memory chipmaker is projected to report preliminary operating profit of 84.3 trillion won ($55.1 billion) ...
The stock reclaiming $200 and then slipping ~2% looks like a pause, not a thesis break. Add on weakness toward the recent support zone around the $200 area. Key Risk: AI spending slows or customers ...
AI agents waste massive cloud space, so block this bloat early with strict policy checks, illustrated using Terraform and ...
XDA Developers on MSN
I thought my CPU's TDP meant something until I opened HWinfo and watched it double
That 125W CPU rating is not telling you what you think it is ...
At TT-Deploy JP, Tenstorrent set new records on language and video models, launched TT-Ascalon S RISC-V CPU IP for ...
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