A Jefferies analyst downgraded AMD’s stock, warning of sustained pressure from Nvidia and the prospect of a healthier Intel.

UBS analyst says Nvidia could shift to Intel for gaming chips. Here's how Nvidia and INTC could benefit from such an alliance ...

They are either integrated into your processor or a separate ‘discrete’ or ‘dedicated’ chip that handles the workload all by itself. Intel, AMD, Snapdragon and Nvidia all produce graphics chips. If ...

Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly working with Nvidia to develop next-generation GPUs utilizing ...

The GeForce RTX 5080 is the first GPU from the RTX Blackwell generation to make it onto Steam's most popular or most used GPU ...

The information comes from Timothy Arcuri, an analyst at Swiss investment bank UBS. He stated in a press note to investors ...

According to UBS analyst Timothy Arcuri, Intel is closing in on scoring Nvidia ( NVDA -2.01%) as a foundry customer. While Intel has both Microsoft and Amazon on board as Intel 18A customers, winning ...

If the reports that Nvidia is interested in partnering with Intel's foundry business "potentially ... tech may very well be put to use in consumer graphics cards. The obvious caveat here is ...

AMD's latest RX 9000 graphics cards are impressive, and Nvidia may be losing market share thanks to the rough supply situation. Second, shifting some production to Intel's U.S.-based foundries ...

Jefferies analyst downgrades AMD's stock, warning of sustained pressure from Nvidia and the prospect of a healthier Intel The prospect ... the market for AI graphics processing units.