We rate Lam’s balance sheet as strong, with net cash and long-dated debt maturities. The company generates strong cash flow and sends most of it back to shareholders, which we like. It targets at ...

The Trump administration released the AI Action Plan last week, unveiling a new roadmap to AI dominance and global leadership for the US.

Nvidia stock has been at the center of the artificial intelligence (AI) revolution for three years, but another chip stock ...

South Korean AI chip startup FuriosaAI turned down a reported $800 million acquisition offer from Meta (NASDAQ:META) in order ...

General manager Eric Tulsky made decision to reward Blake for a strong rookie season with eight-year, $45 million contract.

Smartphones remain Arm's biggest stronghold. Morningstar analysts expect Arm to continue as the dominant architecture in ...

We expect Teradyne to maintain a strong balance sheet and continue generating robust free cash flow while keeping minimal to no leverage. As of Dec. 31, 2024, Teradyne held a net cash position, with ...

Despite the restrictions, Chinese firms kept training world-beating AI models—Kimi K 2, unveiled in July by Moonshot AI, a ...

China’s ruling Communist Party elites fundamentally believe that the American empire is in decline. They are acting accordingly. Recent developments with “trade hawk” Trump seem to confirm this belief ...

STEVEN CHU is Professor of Molecular and Cellular Physiology and of Energy Science and Engineering at Stanford University and ...

Samsung Electronics Co.’s surprise $16.5 billion chipmaking deal with Tesla Inc. has breathed new life into a foundry ...

The level of computing demand for faster and “smarter” AI has forced a rethinking of chip and server architecture.