At this point in the history of datacenter systems, there can be no higher praise than to be chosen by Nvidia as a component supplier for its AI systems.

The prospect of a stronger Intel Corp. could make it difficult for Advanced Micro Devices Inc. shares to find positive momentum, according to a Jefferies analyst.

AI semiconductor stocks fall due to valuation resets, not structural issues, Bloomberg Intelligence analysis shows. Rising ...

The information comes from Timothy Arcuri, an analyst at Swiss investment bank UBS. He stated in a press note to investors ...

If the reports that Nvidia is interested in partnering with Intel's foundry business "potentially for gaming appplications" ...

UBS analyst Timothy Arcuri says Intel's new CEO Lip-Bu Tan will refocus on chip design in short term, will secure big ...

Analyst Timothy Arcuri said that Nvidia seems to be the closer bet, potentially tapping into Intel's 18A process for gaming chips. But power consumption remains a challenge, which Intel hopes to solve ...

Intel Corp. (NASDAQ: INTC) is reportedly strategizing to rejuvenate its chip design and broaden its foundry business, with ...

UBS says Intel's near-term focus includes landing major chip clients and rolling out a lower-power 18A process ...

Chief Executive Lip-Bu Tan may include a recommitment to the embattled chipmaker's focus on design and boost its foundry by ...

Intel has a chance at brighter days under new CEO Lip-Bu Tan, but it will take a while, Band of America analyst Vivek Arya ...

Intel has demonstrated improvements in its manufacturing processes in recent weeks and has attracted interest from Nvidia and ...