Investors moving away from Nvidia – Fudzilla.com
… AMD, Chipzilla’s CPU rival, added $615 billion in value after its share price nearly tripled. Analysts previously said the quarter’s market moves could signal a “changing of the guard in AI”. …
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AI boom spreading beyond Nvidia – Fudzilla.com
… That has turned Micron, a 47-year-old company from a sleepy corner of the semiconductor market, into one of the hottest trades of the past 12 months. Micron blew past an $800 billion market capitalisation for the first time this week. Its shares are now up more than 750 per cent in the past year. …
AMD nicks nearly half the server cash – Fudzilla.com
… The company is making consistent share gains across key compute markets, helped by a portfolio that now spans EPYC and Instinct in the data centre, and Ryzen and Radeon in client and gaming. …
Samsung joins the trillion-dollar chip club – Fudzilla.com
… Life Asset Management, Chaiwon Lee said Samsung’s 12-month forward price-to-earnings ratio stood at six times, compared with 25 for TSMC and 10 for Micron. “This shows its shares are still undervalued and have strong upside potential, although long-term risks exist such as China’s growing market sh… …
Chip stocks ride AI bubble fears – Fudzilla.com
… Nvidia remains the world’s biggest public company, with a market value of $5.1 trillion. Yet Intel, AMD and Arm have outpaced Nvidia’s share gains this year, helped by hopes that AI infrastructure is shifting beyond graphics processors. …
UK firms barely scratch AI surface – Fudzilla.com
… They are less keen on using it to develop new products or to pursue new markets, which might deliver larger gains later. …
Qualcomm’s next Snapdragon looks powerful and painfully expensive – Fudzilla.com
… Both versions are said to share the same core clock speeds, which means the big split comes down to memory bandwidth and platform support. …
AMD’s AI wobble puts Su under pressure – Fudzilla.com
… Zen 4 delivered decent gains, while Zen 5 reviews were more mixed in some workloads. …
Intel and Nvidia plot Serpent Lake – Fudzilla.com
… TOPICS: ai pc · CES 2028 · Intel · Nvidia · Razer Lake · RTX GPU · Serpent Lake · titan lake · x86 SoC Latest articles Gaming News Jun 16, 2026 Apple Neo is a gaming lemon News PC Hardware Jun 16, 2026 AMD memory security vanishes Gaming Graphics Jun 16, 2026 SteamOS starts flirting with Intel Shar… …
AIDA64 8.35 arrives with Zen 6, Panther Lake-R and RTX Spark support – Fudzilla.com
… TOPICS: AIDA64 · FinalWire · Nvidia · panther lake · rtx spark · zen 6 Latest articles News PC Hardware Jul 31, 2026 AMD Ryzen lineup gets discounted at Amazon, with both Ryzen 7 7800X3D and 9800X3D leading the pack AI News Jul 31, 2026 Claude hacked other companies Data Center News Jul 31, 2026 Am… …