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Chip equipment and memory stock particularly look more attractive now.
The chip giant's newest Xeon server CPUs are often more than 20% cheaper on a per-core basis than comparable chips launched in 2019, and also pack other improvements.
A slew of smartphone makers, contract manufacturers and chip suppliers appear to be affected by the outbreak.
Despite a beat in earnings and other promising prospects such as 5G tech, QCOM faces coronavirus concerns and a tangle with EU regulators.
With AMD's stock having blasted off over the last 12 months, investors were looking for full-year guidance that was much better than what analysts were projecting, rather than just a little better.
What you want to know is if it is too late to buy Intel? I would not buy the name today, that's for sure.
The rival chipmakers each indicated that the inventory corrections that weighed heavily on 2019 sales are now largely over.
It may not be too late to take part in the positive market action on semiconductor stocks, but be cautious. Here is how things stand.
BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.
TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.
CSX is one of the few names to give us an idea of how the economy is doing as a whole.
Does such a large increase in Chinese spending on U.S. 'stuff' give reason to doubt that future action lives up to words on a page (or 86 pages for that matter)?
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.
MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.
Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.
Intel CPU shortages and the end of a business PC upgrade cycle are both likely to weigh on near-term PC demand.
While chip stocks are now pricing in a lot of optimism, the latest headlines aren't exactly giving bulls cold feet.
AMD's latest notebook processor launches put it on much stronger footing in the market for 15-watt processors going into ultrabooks and other thin-and-light notebooks.
Chip announcements, automotive reveals and display technology advances are among the things to keep an eye on.
Like the Zen 2 microarchitecture that powers AMD's latest desktop and server CPUs, the upcoming Zen 3 microarchitecture should deliver healthy performance gains.
With 'FOMO' investors helping the Nasdaq surge towards 9,000 in recent weeks, it might not take a lot of bad news for tech stocks to correct in early 2020.
RealMoney's Eric Jhonsa offers some predictions for what the tech world will witness in the new year.
Confirming recent reports, Intel said on Monday that it has spent about $2 billion to buy AI accelerator startup Habana Labs.
In a challenge to Broadcom and others, Cisco plans to sell a new switching/routing processor and license its routing software to other hardware makers.
If TSMC makes good on its latest promise, it could hold onto its recently-won chip manufacturing lead for some time.
The mobile chip giant just unveiled a new flagship mobile processor, along with several other products.
The PC giants said they now expect Intel CPU shortages to continue into 2020, with Dell indicating costlier CPUs are now also affected. That could spell a bigger opening for AMD.
During a talk with TheStreet, AMD exec Forrest Norrod highlighted new supercomputer deals and an expanded partnership with AWS. He also suggested AMD's next-gen server CPUs will deliver healthy performance gains.