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qz
Can Advanced Packaging Demand Accelerate LRCX's Long-Term Growth?

Lam Research's advanced packaging business is gaining momentum as AI-driven chip complexity boosts demand in memory and logic. [...]

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venturebeat
Cerebras stock nearly doubles on day one as AI chipmaker hits $100 billion — what it means for AI infrastructure

Cerebras Systems, the Silicon Valley chipmaker that built the world's largest commercial AI processor, erupted onto the Nasdaq on Wednesday, opening at $350 per share — nearly double its $185 I [...]

Match Score: 45.89

qz
AI Boom Aids LRCX's Systems Revenue Growth: Can the Momentum Continue?

Lam Research rides AI-driven chip demand as Systems revenue jumps 28%, with rising WFE spending and new tech adoption fueling near-term growth momentum. [...]

Match Score: 42.03

venturebeat
Anthropic says it hit a $30 billion revenue run rate after 'crazy' 80x growth

Dario Amodei is not the kind of CEO who talks loosely about numbers. The Anthropic co-founder and chief executive, a former VP of research at OpenAI with a PhD in computational neuroscience from Princ [...]

Match Score: 34.04

qz
Bull of the Day: Lam Research (LRCX)

With extremely defensible technologies, Lam Research is among the leading semiconductor stocks in the market today. [...]

Match Score: 33.03

thenextweb
TSMC breaks ground on more advanced packaging fabs in Chiayi

TSMC will build additional advanced packaging fabs in the second phase of the Chiayi Science Park in southern Taiwan, National Science and Technology Council minister Wu Cheng-wen said at a groundbrea [...]

Match Score: 32.13

venturebeat
Four AI supply-chain attacks in 50 days exposed the release pipeline red teams aren't covering

Four supply-chain incidents hit OpenAI, Anthropic and Meta in 50 days: three adversary-driven attacks and one self-inflicted packaging failure. None targeted the model, and all four exposed the same g [...]

Match Score: 29.54

thenextweb
Nvidia commits $1.5B to Amkor to expand US chip packaging

Nvidia has agreed to give Amkor Technology a $1.5 billion prepayment to expand advanced semiconductor packaging and testing in the United States, tightening a supply relationship that already sits beh [...]

Match Score: 29.43

venturebeat
Mistral AI wants to build 1 gigawatt of European compute by 2030 — and lock in customers now.

Mistral AI wants to turn European AI sovereignty from a talking point into a product — one with a service-level agreement attached.The French artificial intelligence company announced Tuesday a thre [...]

Match Score: 29.09

Destination
Oreos-maker is suing Aldi for copying its packaging

They may look like Oreos. The packaging uses the same colors as Oreos packaging. But the product seen on shelves of the Aldi supermarket chain are called “Original Chocolate Sandwiches with Vanil [...]

Match Score: 28.53