by Jeffrey Cooper | Dec 12, 2024 | Semiconductors
TSMC continues to dominate the advanced chip manufacturing landscape, maintaining full utilization of its cutting-edge 3nm and 5nm processes despite global challenges like the US-China AI chip ban and weak demand in the PC and smartphone sectors. With its 2nm GAA...
by Jeffrey Cooper | Dec 10, 2024 | Semiconductors
Did you know about Rambus before today? I didn’t. Rambus Inc. (RMBS), a small-cap memory-chip maker, is ranked as the No. 2 stock in the fabless semiconductor group by Investor’s Business Daily (IBD). With an outstanding Composite Rating of 97, Rambus is among the top...
by Jeffrey Cooper | Dec 9, 2024 | Semiconductors
Is AMD Losing Its Edge in the AI Chip Race? Advanced Micro Devices (AMD) stock slid over 4% to $132.51 following a downgrade by BofA Securities analyst Vivek Arya, who cited “downside risks” to 2025 expectations. Arya highlighted AMD’s lagging...
by Jeffrey Cooper | Dec 9, 2024 | AI, Semiconductors
Marvell’s role in helping tech titans create their own data center chips has boosted its revenue—and valuation Under CEO Matt Murphy’s leadership since 2016, Marvell Technology has surged in market value, surpassing $100 billion for the first time and outpacing even...
by Jeffrey Cooper | Dec 9, 2024 | Semiconductors
Samsung Electronics has made unprecedented personnel changes, laying off about 100 senior executives in its semiconductor division while promoting 137 others to drive innovation amid industry challenges. This shakeup follows a strategic push to enhance its...
by Jeffrey Cooper | Dec 8, 2024 | Semiconductors
In an exclusive interview, Arm CEO René Haas reflected on Intel’s challenges following CEO Pat Gelsinger’s unexpected retirement. René Haas has a career-long background in the technology industry, driving innovation in chip design and licensing. Arm is a semiconductor...
