It's kind of this contradiction, right. The headline is like really positive. Raising that guidance, raising the outlook, the demand is clearly dire.The stock falls. And so like it seems like the expectations were high. People are already looking much further ahead in terms of that demand picture.What was your read on it. So so that's a very good point. So basically, I would say don't forget that to start with, ASIMO is already up nearly 40% year to date and some equipment segment has been one of the strong ...

Intel said it’s joining Elon Musk’s Terafab project, a long-shot chip manufacturing effort for Tesla Inc., SpaceX and xAI https://t.co/Il8AznfAC0 ...

This might actually received a bigger chip crunch here, just given that, you know, as you still need a lot of this sort of energy to really fund this sort of boom. And certainly when it comes to some of these chip makers, that is the latest focus here on, of course, that new supply crunch. And labor intelligence says when it comes to something is Asian chip makers.They have about three months until a deficit of this gas begins to bite. Let's get to our Asia tech correspondent, Annabel Julia. She's with us h ...

A report new Intel CEO Lip-Bu Tan is considering costly changes to the company's chip manufacturing business rattled shares this week. Monitor these key chart levels. https://t.co/5eJgvK2Jxo ...

It's been a big day for AMD. Really exciting. I love talking about our new products.You know that. So, we just recently uh announced our MI355 chip. This is our newest uh AI chip and it is fantastic.It's the best inference accelerator out there in the market. And you know, if you look at what's happening in AI today, um we're just seeing so many more use cases, John, like people are using AI everywhere. And so, one of the most important things for our customers is to get more efficiency um from their chips. ...