Chip stocks ride AI bubble fears – Fudzilla.com
…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…
Search
All sources
tweaktown.com
19
fudzilla.com
18
wccftech.com
15
extremetech.com
11
guru3d.com
10
igorslab.de
8
club386.com
6
xda-developers.com
5
tomshardware.com
4
amd.com
4
hothardware.com
2
kitguru.net
1
TSMC’s 2nm ramp starts biting – Fudzilla.com
…it shifts from 3nm production to its… News Smart Devices July 27, 2026 Apple pauses specs The Fruity Cargo Cult Apple may unveil smart specs in 2027, but Apple marketing is… Hot…
IBM issues profit warning – Fudzilla.com
News Jul 15, 2026 by Nick Farrell IBM issues profit warning IBM has issued a profit warning, wiping a quarter off its market value. According to the Financial Times Big Blue had…
AI boom spreading beyond Nvidia – Fudzilla.com
…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. Micron chief executive Sanjay…
Intel posts very strong Q1 2026 earnings as the AI boom starts to focus on CPUs
…a 48x growth in semiconductor operating profit AMD EPYC dominates the server market with a record 46.2% revenue share For the first time, AMD has overtaken Intel in data center revenue…
Managing the Server Memory Market Challenge of 2026
Managing the Server Memory Market Challenge of 2026 Jul 06, 2026 Introduction This is the first in a short series of blogs meant to share insights from AMD experts to help customers…
AMD analyst day sketches big picture, leaves critical details unanswered
…According to Jon Peddie Research (Opens in a new window) , AMD has a 24.02% market share in the Add-in-Board market, compared with Nvidia's 75.98%. AMD gained market…
Intel CEO Lip-Bu Tan Spills The Beans on Elon Musk's Problem Solving & Reveals Potentially Major Chip Supply Chain Shortage
…And so those are the thing that he and I, we share that. That's something missing. Shifting towards Musk's personality, he remarked that the space and electric vehicle billionaire has…
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…
AMD ‘had to re-engineer’ the Ryzen 7 5800X3D for a re-release — 10th Anniversary Edition chip had ‘a whole body of engineering work’ put into it
…The shift in packaging helps explain the Ryzen 7 5800X3D’s (and eventually the 5700X3D’s) absence from the market. The chip has seen spotty availability over the past two years, and…