
Broadcom's non-AI semi revenue saw first y/y growth in 9 quarters but still down 30% vs previous peak. Wireless is the lowest margin business in non-AI but rest of the non-AI has higher margin than XP...
Just look at the profit ratio sitting at 50% — institutions will surely need to shake out retail holders before they start accumulating in size.$Intel(INTC.US)
The King of After-Hours, the Little Prince of Pre-Market, the Emperor of the Midday Plunge.$Intel(INTC.US)
Apple’s upcoming ‘Baltra’ AI server chip will be manufactured by TSMC on 3nm N3E) production lines, media report, while Baltra servers will be supplied by Foxconn, the iPhone and AI server giant. Appl............
$Taiwan Semiconductor(TSM.US)
The reason TSM wins is actually very simple and it is not just about technology. It is about trust.
Samsung and Intel try to do everything. They want to make chips and also...



