AMD and Arm are both chasing the next wave of AI CPU demand, but one stock looks better positioned today.

Research firm Bernstein raised its price targets on three chip stocks — AMD, Arm and Intel — citing a "CPU renaissance." ...

Bernstein’s calls highlight growing confidence in AI-driven server demand and next-generation CPU opportunities across the ...

Artificial intelligence (AI) is still driving the stock market in 2024, and specialized semiconductors remain a key piece of the computing architecture necessary to drive this new wave in tech. Amid ...

Agentic AI will be a powerful growth driver.

Supermicro announced the AMD Helios platform for high-performance AI training and inference, as well as a new Arm AGI CPU ...

Some of the best Arm processors come from companies like Apple and Qualcomm, which license Arm’s processor instruction set but create their own custom or semi-custom CPU designs. But Arm continues to ...

The UK-based chip designer is making a fresh push into the space via Qualcomm (QCOM) and its Arm-based Snapdragon X Elite and X Plus chips, which are rolling out in laptops from companies ranging from ...

The semiconductor sector is a great market for investors thanks to its strong growth opportunities. Computer chips are increasingly in demand in a wide range of industries, such as robotics, ...

British chip design firm ARM is trying to convince AMD to adopt its low-power processor architectures instead of the traditional x86 platform -- a logical move for ARM according to several system ...