Arm moves into ASICs. The bank upgraded the stock as analyst David O'Connor said that its new ASIC (application-specific integrated circuit) business, which refers to custom chips ...

NVIDIA has significantly delayed the launch of its new CPUs. Those interested will now have to wait until late 2026 to get ...

Teased specifications of the Realme 15 Pro 5G include a 4D curve+ display, 2,500Hz touch sampling rate, 144Hz refresh rate, 94 percent screen-to-body ratio, 6,500 nits peak brightness level, and ...

Nvidia recently announced that its forthcoming N1 and N1X processors—geared toward laptops and desktops, respectively—will no longer arrive in early 2026 as planned.

Nvidia has encountered a new hardware problem with its much-anticipated N1x Arm CPU, and this time it is a major one. According to multiple industry sources ...

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 ...

Samsung MX is increasingly sourcing key components from external suppliers. The Galaxy S25, for example, used Micron memory chips instead of Samsung’s own — a trend that may continue with the S26 ...

Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

AMD is grabbing share from Intel in x86 data center processors at a rapid rate. As the chart above shows, AMD’s share is now ...

Arm Holdings' drastically higher short interest and overly exuberant market sentiments imply near-term volatility. Learn more ...

Qualcomm is working on a new Snapdragon wearable chip, which has been codenamed Aspen, and could have a model number SW6100.

Arm Holdings' energy-efficient chip designs are powering AI and IoT growth for Apple, Qualcomm and Samsung as its tech influence deepens.