Nvidia is touting a near 50% improvement in storage read bandwidth thanks to intelligence in its Spectrum-X Ethernet ...

AMD faces challenges from ARM's rise & NVIDIA's AI dominance. AI success is critical for growth as it lags with just 11% ...

As of September 2024, AMD had $4.5 billion in cash and cash equivalents against total debt of $1.7 billion. AMD took on debt to acquire Xilinx, but Xilinx generates healthy cash flow, and now that AMD ...

Intel threw shade at its two biggest competitors in its latest product security report, claiming that AMD has over four times ...

That implies 300% upside from its current market value of $250 billion. Hans Mosesmann at Rosenblatt Securities recently ...

When we first started The Next Platform a decade ago, there was not really much of a reason to cover the company’s datacenter ...

We’re cutting our fair value estimate of AMD stock.

Since Microsoft launched Copilot+, the past few months have been a battleground for PC manufacturers. Qualcomm initially had ...

Semiconductor leader Advanced Micro Devices (NASDAQ:AMD) just underscored the adage, he who hesitates is lost. The chipmaker ...

AMD’s MI350 launch this year could challenge Nvidia’s Blackwell chips, but I see timing and ecosystem adoption as major hurdles. Click to read why AMD is a Sell.

Samsung regained the top of the leaderboard of semiconductor companies by revenue, Gartner said on Feb. 3 in its yearly ...