The US has the strongest incentive to prevent Taiwan from being captured by China
The wars now waged in Ukraine and at half a dozen strategic strips of the Middle East have increased the public’s fear that a ...
TechNode4h
Chinese GPU unicorn Moore Threads files for IPO in China
Chinese GPU manufacturer Moore Threads has submitted a filing for an initial public offering (IPO) in the domestic market ...
Wide-Moat Applied Materials Is Diversified and Should Benefit From Rising Chip Demand and Complexity
Applied Materials' balance sheet is strong, with a net cash position and long-dated debt maturities. It also generates good free cash flow, most of which it sends back to shareholders. Applied ...
Alibaba: Trump Changed The Scenario (Rating Downgrade)
Trump's tariffs and TSMC's AI chip supply issues threaten Alibaba's growth. See why BABA stock is downgraded to sell in the ...
AgWeb15h
Chip Flory: ‘I Don’t Like Tariffs, But My Dislike Has Softened’
In a world in which tariffs are a threat, lock up profits when there are profits to take. A shift in trade policy by any trade partner could kill profit opportunity. It will take a better-than-average ...
TSMC Arizona lawsuit exposes alleged ‘anti-American’ workplace practices
The lawsuit claims the company “willfully disregarded diversity commitments TSMC made in the CHIPS Act,” noting that as of ...
Needham Analysts Anticipate CHIPS Act Continuity, Forecast $20 Billion Boost for Intel Corporation (INTC) Despite Potential Rebranding
We recently compiled a list of the 14 AI News You Should Pay Attention To. In this article, we are going to take a look at ...
The US-China tech race is moving from chips to the raw materials they're made of
The US is considering expanding its export limits on AI chips to China and its allies. Experts say the race for AI dominance ...
US Lawmakers Question ASML Holding N.V. (ASML)’s Deals with Chinese Firms, Citing National Security Concerns Over Advanced Chip Tech
We recently compiled a list of the 14 AI News You Should Pay Attention To. In this article, we are going to take a look at ...
QUALCOMM Incorporated (QCOM) Targets PC Market with Snapdragon X Plus Chip, CEO Highlights Strong Growth in Platform Designs
We recently compiled a list of the 14 AI News You Should Pay Attention To. In this article, we are going to take a look at where QUALCOMM Incorporated (NASDAQ:QCOM) stands against the other AI ...
Loop Capital Raises Arm Holdings plc (ARM) Price Target to $180, Citing Strong Growth Potential Across Smartphones, Data Centers, and PCs
We recently compiled a list of the 14 AI News You Should Pay Attention To. In this article, we are going to take a look at ...
What Trump 2.0 Means For The Auto Industry
Trump 2.0 and the Inflation Reduction Act (IRA): What’s Likely to Change Under the Trump administration, significant actions ...