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GlobalFoundries Expands Partnership with Marvell for AI Optical Connectivity at Vermont Facility
GlobalFoundries Expands Partnership with Marvell for AI Optical Connectivity at Vermont Facility
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GlobalFoundries Expands Semiconductor Collaborations and Secures U.S. R Funding
GlobalFoundries Expands Semiconductor Collaborations and Secures U.S. R Funding
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Trendline
Bank of America Forecasts Near Doubling of Global Semiconductor Market by 2030, Driven by AI Demand
Bank of America Forecasts Near Doubling of Global Semiconductor Market by 2030, Driven by AI Demand
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Trendline
1.6T Product Orders Extend into 2027 Amid Surging Demand for Optical Transceivers
1.6T Product Orders Extend into 2027 Amid Surging Demand for Optical Transceivers
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Trendline
Bank of America Raises Global Semiconductor Sales Forecast to $3.2 Trillion by 2030 Amid AI Demand
Bank of America Raises Global Semiconductor Sales Forecast to $3.2 Trillion by 2030 Amid AI Demand
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AP News
Huawei unveils new chip technologies as Chinese firm steps up the AI race with Nvidia
Chinese technology giant Huawei has launched new chip technologies as it challenges leading global companies such as Nvidia
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Trendline
Gartner Forecasts Global AI Spending to Reach $2.7 Trillion in 2026, Driven by Infrastructure and Software Integration
Gartner Forecasts Global AI Spending to Reach $2.7 Trillion in 2026, Driven by Infrastructure and Software Integration
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Trendline
BNK Securities Forecasts Unlikely Semiconductor Rally, Cuts Samsung Electronics Target Amid Slowing Demand
BNK Securities Forecasts Unlikely Semiconductor Rally, Cuts Samsung Electronics Target Amid Slowing Demand
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TheStreet
Bank of America makes bold chip call after AI sell-off
BofA sees memory, AI servers, and chip equipment extending the semiconductor boom through 2030.
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TheStreet
Bernstein's AI slowdown warning has one clear loser
Bernstein mapped out which data center stocks are safest if AI training slows, and one name stood out for the wrong reasons.
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Trendline
Bank of America Forecasts Semiconductor Total Addressable Market to Double by 2030 Driven by Memory and Data Center Demand
Bank of America Forecasts Semiconductor Total Addressable Market to Double by 2030 Driven by Memory and Data Center Demand
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Reuters
Wall Street futures edge higher in countdown to Fed decision
By Niket Nishant and Tharuniyaa Lakshmi Sept 16 (Reuters) - U.S. stock index futures attempted a recovery on Wednesday following a two-day slide, as lower oil prices offered some relief during a tense wait for the Federal Reserve's interest rate decision.
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