Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. It takes a significant market disruption to bring fierce competitors like Intel and AMD ...

Intel’s competitors, AMD and ARM, will also have their earnings releases soon, with AMD reporting Q4 on February 3 and ARM reporting Q3 on February 4. Bank of America analyst Vivek Arya and his team ...

Another day, another rumour of an aborted Intel buyout. Earlier this week it was Qualcomm that was said to be sniffing around the injured, wheezing chip maker. Today, it's none other than Arm, in some ...

Because ARM licenses its designs, multiple companies can integrate ARM technology into a single system-on-a-chip, or SoC. A modern smartphone SoC combines CPUs, graphics processors, AI accelerators, ...

Intel is feeling the pinch, with the company selling all of its 1.18 million shares in Arm Holdings in Q2 2024, providing the company with around $146.7 million as it continues to struggle in ...

The tech landscape is rapidly evolving with the expansion of AI, presenting promising opportunities for semiconductor companies. Adopting a cyclical perspective, Evercore analyst Mark Lipacis, ranked ...

Arm Holdings (NASDAQ:ARM) expects its data center central processing unit market share to reach 50% by the end of 2025, up from around 15% in 2024. Arm’s infrastructure chief, Mohamed Awad, told ...

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Trump's punches against Intel's new CEO land a direct hit - widening the opening for the tech giant's strongest rivals Intel CEO Lip-Bu Tan addresses the Intel Vision 2025 conference last March. Intel ...

Intel's new Core Ultra Series 3 'Panther Lake' CPUs are the first AI PC processors built on the new Intel 18A process, and ...