11 stories tagged with #chips, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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Wolfspeed: Still Not Convinced After The Bankruptcy - Earnings Preview
Wolfspeed (WOLF) rated Sell: $8.42 target vs ~$29 after Chapter 11. Despite lower debt, margins and guidance stay weak.…
AI boom tests GOP’s midterm affordability pitch as price pain spreads
GOP lawmakers say a chip shortage fueled by the global AI race is pushing up consumer prices, undermining their cost-of-living message for 2026 midterms.…
The Galaxy S27’s chip could be much cooler thanks to this fundamental change
The Samsung Exynos 2700 is expected to power some Galaxy S27 models, and we now have more details regarding this chipset.…
Why chips are more delicious when taken from someone else’s plate
A new study has found that forbidden food does indeed taste better…
Shanghai-based Lightelligence, which makes photonics chips, surges by nearly 400% in its trading debut in Hong Kong after raising ~$310M in its IPO (Ann Cao/South China Morning Post)
Ann Cao / South China Morning Post : Shanghai-based Lightelligence, which makes photonics chips, surges by nearly 400% in its trading debut in Hong Kong after raising ~$310M in its…
One in every $20 Super Micro earned 2024 to 2025 came from a front company
One in every 20 dollars Super Micro earned from 2024 to 2025 came from a front company that allegedly worked with a rogue executive to smuggle AI chips to China. Can the company’s …
Intel reportedly says it boosted yields by selling what would normally be 'scrap' or 'low-expectation' CPUs — customers more willing to accept lesser chips due to overwhelming CPU demand
MaxLinear: Re-Rated Too Far, Too Fast
MaxLinear has pivoted from legacy broadband chips to AI-driven optical data center interconnects. Find out why MXL stock is a hold.…
Google Cloud Next proves what we suspected: Everything is AI now
Join us for this week's Kettle as we dive into GCN and the latest not-so-alarming revelations about Mythos KETTLE If you needed further evidence that AI comes first in pretty much …
TSMC Earnings, New N3 Fabs, The Nvidia Ramp
TSMC's earnings suggest that the company's leadership is not truly bought into the AI growth story.…
Google to invest up to $40B in Anthropic in cash and compute
Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos mo…