Technology ❯ Artificial Intelligence ❯ AI Applications

Market Demand

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7 ARTICLES

5d ago

Supermicro Posts Surprise 15%–17% Margins and $60 Billion Order Intake as Legal Questions Remain

Investors are waiting for audited Q4 results on Aug. 11 to learn whether the margin jump and record backlog will convert into durable revenue and cash flow.

4 ARTICLES

3w ago

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

3 ARTICLES

6mo ago

SanDisk Soars as Wall Street Hikes Targets on 'Unprecedented' NAND Shortage

3 ARTICLES

6mo ago

Amkor Soars 12% to 25-Year High After Needham's AI-Packaging Thesis

8 ARTICLES

last yr.

TSMC Posts 40% Half-Year Revenue Gain as Q2 Exceeds Targets

Market Demand

Supermicro Posts Surprise 15%–17% Margins and $60 Billion Order Intake as Legal Questions Remain

Bain Capital Completes Sale of Kioxia Stake

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Micron Jumps After UBS Raises Price Target to $535 on AI Memory Demand

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

SanDisk Soars as Wall Street Hikes Targets on 'Unprecedented' NAND Shortage

Amkor Soars 12% to 25-Year High After Needham's AI-Packaging Thesis

TSMC Posts 40% Half-Year Revenue Gain as Q2 Exceeds Targets