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 ...

Find insight on SK Hynix, LGand more in the latest Market Talks covering technology, media and telecom.

GF Securities says Nvidia may cut AI server memory specs to curb soaring LPDDR5X costs, boosting shipments into 4Q26—get the ...

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.

In a completely AI-driven world, these companies could grow significantly in value.

The company reportedly uses a custom ASIC chip to ensure compatibility. Can we get that on some consumer boards, please?

AI agents waste massive cloud space, so block this bloat early with strict policy checks, illustrated using Terraform and ...

Tom Fenton explains how local AI fits into the broader private AI discussion for VMware environments, distinguishing enterprise-scale private AI deployments from smaller local AI setups running on ...

HostColor (HC), a globally recognized dedicated cloud hosting provider, has launched AMD Ryzen and AMD EPYC Amsterdam ...

Shares of Samsung Electronics and SK Hynix, which together make up more than half of market capitalization for South Korea's Kospi, rebounded Friday, helping to lift the benchmark above 8000 again.