Wall Street stays cautious on AMD AI momentum
Analyst flags inventory worries despite new GPU launches One Wall Street voice isn’t sold on…
Posts by Nick Farrell
Intel Diamond Rapids leak show monster Xeon specs
Up to 192 cores and 1.6 tb/s memory bandwidth in Intel’s next data centre gamble…
Geopolitics strangling AI server growth
Tariff fears and supply chain turmoil hit forecasts despite big tech spending spree AI servers…
Mediatek’s AI chip lands big with GB10 launch
Nvidia tie-up puts Taiwanese firm at the heart of next-gen desktop AI MediaTek’s GB10 super…
BOE takes lead in Macbook screens as US urges reshoring
Chinese supplier dominates Chinese display giant BOE is now the fruit cargo cult Apple’s top…
ASML’s near monopoly feels the heat
AI’s favourite chip etcher hit by delays, tariffs and shaky demand ASML might hold a…
Samsung braces for worst quarter
US chip curbs and HBM3E delays dent profit forecast Samsung Electronics stunned markets by forecasting…
Intel’s Arrow Lake Refresh arrives soon
New chips try to plug the gap until Nova Lake shows up Troubled Chipzilla is…
CPU-Z 2.16 update brings in RDNA 4, RTX 50 series and Zen 5
Hardware tool plays catch-up as GPU and CPU launches pile up CPU-Z has rolled out…
China uses cut-price AI to break the US tech chokehold
DeepSeek and Alibaba muscle into markets as Western firms squabble over premiums The Wall Street…