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 ...
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 ...
SPONSORED FEATURE The hyperscalers and big cloud builders have their own technical and political reasons for designing proprietary Arm server chips and having them built by Taiwan Semiconductor ...
Some of the best Arm processors come from companies like Apple and Qualcomm, which license Arm’s processor instruction set but create their own custom or semi-custom CPU designs. But Arm continues to ...
Intel (INTC) shares popped up 8% by early afternoon trading on Tuesday as much of the semiconductor sector was demonstrating ...
AMD held its Advancing AI 2024 event last week, where it launched its latest datacenter silicon—the 5th Generation EPYC processor (codenamed “Turin”) and the MI325X AI accelerator. On the networking ...
TL;DR: AMD's new Sound Wave APU is an Arm-based chip that will feature 2 x P-Cores and 4 x E-Cores, RDNA 3.5, MALL cache, to compete with Qualcomm and Intel in 2026 for the Windows on Arm battle.
However, QCOM is trading cheaply compared with AMD. Qualcomm has a VGM Score of A. Consequently, Qualcomm appears to have a ...
Graphics Cards 'It is basically DLSS. That’s the way graphics ought to be': Nvidia's Jensen Huang has a clear vision for the future of its gaming GPUs and is going to be all about neural rendering ...
The benchmarks are drawn from Geekbench 6.5 and UL's Procyon suite, run on Windows 11 laptops. Qualcomm claims the 10-core X2 Plus can deliver up to ...
ARM and AMD are strong AI picks with solid growth, but AMD offers more direct exposure to generative AI and trades at a cheaper valuation. ARM has higher profit margins due to its royalty model, but ...