Hosted on MSN23h
Bill Gates says Intel has lost its way, hints that 'brave' Pat Gelsinger exited too soon
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In a first tariff-induced hit against the PC gaming sector, ASRock is talking about increasing costs and moving its graphics card manufacturing away from China
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Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
Digi Times9h
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology
In a recent episode of —hosted by Nicolai Tangen, CEO of Norges Bank Investment Management—Christophe Fouquet, President and ...
PCMag on MSN18h
Bill Gates 'Stunned' by Intel's Decline
Microsoft and Intel helped usher in the PC era, especially in the 1980s and 1990s when consumer computing took off. But Gates ...
Analog semiconductor maker X-FAB flags high inventories in 2025
Analog semiconductor manufacturer X-FAB flagged on Thursday persistent high inventories at its automotive customers, but sees recovery in industrial and medical demand in 2025.