Wall Street hype and Washington ‘threat inflation’, which have distorted markets and policies, are exposed by surprise breakthrough of upstart
Wall Street hype and Washington ‘threat inflation’, which have distorted markets and policies, are exposed by surprise ...
TC Microchips Announces Imminent Release of Next-Generation FPGA AI and Robotics Chip
TC Microchips Announces Imminent Release of Next-Generation FPGA AI and Robotics ChipSantiago, Chile, January 31, 2025 -- TC Microchips, a ...
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The US AI Diffusion Framework: Global Implications and Unintended Consequences
The framework would divide the world into AI “haves” and “have nots,” based on their willingness to align with the U.S.
AI chipmaker Cerebras says it’s been ‘crushed with demand’ for China’s DeepSeek from business customers
The upstart AI chip company Cerebras has started offering China’s market-shaking DeepSeek on its U.S. servers.
Samsung’s stock falls on fears of weakness in memory chip markets
The company also warned investors that it’s likely to see only limited earnings growth in the first quarter, as a result of weakness in the key memory chip market, which it dominates. However, it ...
US looking into whether DeepSeek used restricted AI chips, source says
Reuters, the news and media division of Thomson Reuters, is the world’s largest multimedia news provider, reaching billions ...
Intel has already received $2.2B in federal grants for chip production
Less than three months since Intel was awarded $7.68bn in milestone-based federal grants, the company has received $2.2bn of ...
Intel won’t bring its Falcon Shores AI chip to market
Intel is effectively killing Falcon Shores, its next-generation GPU for high-performance computing and AI workloads.
Cerebras becomes the world’s fastest host for DeepSeek R1, outpacing Nvidia GPUs by 57x
B AI model on its wafer-scale processor, delivering 57x faster speeds than GPU solutions and challenging Nvidia's AI chip dominance with U.S.-based inference processing.
Why These AI Chip Startups Are Rejoicing Over The DeepSeek Freakout
For a slew of AI chip companies chomping to dethrone Nvidia, DeepSeek is the opening they’ve been waiting for.
Teradyne Is a Wide-Moat Testing Provider Well Positioned for Secular Chip Industry Growth
Teradyne is a heavyweight supplier of automated test equipment for semiconductors, boasting market-leading capabilities that run the gamut of chips. It is one of two companies worldwide that can ...
What Makes Microchip Technology Incorporated (MCHP) an Attractive Investment?
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the fourth quarter, the fund (Class ...