Arm Revenue Hits Record As AI Data Centre Demand Lifts Chip Royalties
Arm reported record quarterly revenue as AI data centre demand lifted royalties and strengthened its case beyond smartphones.
Arm reported record quarterly revenue as AI data centre demand lifted royalties and strengthened its case beyond smartphones.
Qualcomm reported lower profit and weaker handset sales, even as automotive, IoT and data centre ambitions kept its AI diversification ...
China's CXMT surged about 470 percent in its Shanghai debut, turning DRAM memory into one of the hottest AI infrastructure ...
TSMC has reported another strong quarter as AI chip demand continues to drive semiconductor revenue, profit and capital spending expectations.
ASML has raised its 2026 outlook again as AI demand keeps driving orders for advanced chipmaking equipment.
There are many powerful players and enormous wins at stake if gotten right, making it thrilling to see various moves ...