#aehr-test-systems

[ follow ]
#semiconductors
Business
from24/7 Wall St.
2 days ago

Is Aehr Test Systems The AI Stock You Didn't Realize You Needed to Buy?

Aehr Test Systems is positioned for growth due to increased demand for semiconductor testing equipment, particularly for AI and data center applications.
Silicon Valley
fromTechCrunch
3 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
Business
from24/7 Wall St.
1 week ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Business
from24/7 Wall St.
2 days ago

Is Aehr Test Systems The AI Stock You Didn't Realize You Needed to Buy?

Aehr Test Systems is positioned for growth due to increased demand for semiconductor testing equipment, particularly for AI and data center applications.
Silicon Valley
fromTechCrunch
3 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
Business
from24/7 Wall St.
1 week ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
#amazon
Tech industry
fromTheregister
1 day ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
Tech industry
fromTechCrunch
2 weeks ago

An exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even Apple | TechCrunch

Amazon's $50 billion investment in OpenAI and its Trainium chip aims to disrupt Nvidia's AI chip monopoly.
Tech industry
fromTheregister
1 day ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
Tech industry
fromTechCrunch
2 weeks ago

An exclusive tour of Amazon's Trainium lab, the chip that's won over Anthropic, OpenAI, even Apple | TechCrunch

Amazon's $50 billion investment in OpenAI and its Trainium chip aims to disrupt Nvidia's AI chip monopoly.
Artificial intelligence
fromTechzine Global
1 day ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Digital life
fromComputerworld
1 day ago

Google's new AI app is a glimpse of the future

Offline AI tools like Google's AI Edge Eloquent provide essential functionality for users with limited connectivity.
#generative-ai
Software development
fromInfoWorld
2 days ago

How agile practices ensure quality in GenAI-assisted development

Generative AI enhances coding speed but increases technical debt without Agile practices like pair programming and automated tests.
DevOps
fromNew Relic
1 month ago

New Relic Advance 2026

Generative AI has accelerated software development beyond human management capacity, creating a complexity crisis requiring intelligent observability platforms that automate operational tasks and bridge technical data with business outcomes.
Software development
fromInfoWorld
2 days ago

How agile practices ensure quality in GenAI-assisted development

Generative AI enhances coding speed but increases technical debt without Agile practices like pair programming and automated tests.
DevOps
fromNew Relic
1 month ago

New Relic Advance 2026

Generative AI has accelerated software development beyond human management capacity, creating a complexity crisis requiring intelligent observability platforms that automate operational tasks and bridge technical data with business outcomes.
Venture
from24/7 Wall St.
1 day ago

Why Semtech Is the Top AI Stock to Buy in April

Semtech is poised for significant growth due to the increasing demand for optical transceivers in data centers.
fromTechzine Global
2 days ago

Supermicro launches investigation following case over server exports

Supermicro claims it is not a suspect in the case. However, the company did take action against the individuals involved. Two of them have been placed on leave, while a third person has been fired.
Intellectual property law
#intel
Toronto startup
from24/7 Wall St.
3 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Business
from24/7 Wall St.
2 days ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Toronto startup
from24/7 Wall St.
3 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Tech industry
fromWIRED
5 days ago

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Intel is investing heavily in advanced chip packaging to capitalize on the AI boom and compete with Taiwan Semiconductor Manufacturing Corporation.
Toronto startup
from24/7 Wall St.
3 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Business
from24/7 Wall St.
2 days ago

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.
Toronto startup
from24/7 Wall St.
3 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Tech industry
fromWIRED
5 days ago

The Ridiculously Nerdy Intel Bet That Could Rake in Billions

Intel is investing heavily in advanced chip packaging to capitalize on the AI boom and compete with Taiwan Semiconductor Manufacturing Corporation.
#ibm
DevOps
fromComputerWeekly.com
1 week ago

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.
DevOps
fromComputerWeekly.com
1 week ago

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.
Business
from24/7 Wall St.
14 hours ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
#ai-chips
Toronto startup
fromThe Verge
3 days ago

Intel will help build Elon Musk's Terafab AI chip factory

Intel partners with Musk's Terafab project to build AI chip facility in Austin, Texas, supporting SpaceX and Tesla's AI ambitions.
Toronto startup
fromThe Verge
3 days ago

Intel will help build Elon Musk's Terafab AI chip factory

Intel partners with Musk's Terafab project to build AI chip facility in Austin, Texas, supporting SpaceX and Tesla's AI ambitions.
Tech industry
fromTheregister
1 day ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
California
fromAxios
1 week ago

California cements its role as the national testing ground for AI rules

California is advancing AI regulations while the Trump administration seeks a national standard to limit state-level laws.
Software development
fromMedium
3 days ago

The AI Divide: Engineers Who Multiply Problems vs Engineers Who Eliminate Them

Writing code is now cheap, but the consequences of mistakes in software development remain costly and can scale quickly.
European startups
from24/7 Wall St.
4 days ago

ASML Revenue Is About to Explode Higher Again

ASML Holding's EUV lithography systems are essential for producing next-generation AI chips, driving significant demand and revenue growth.
Business
from24/7 Wall St.
1 day ago

Is It Too Late to Buy Credo Technology Stock (CRDO)?

Credo Technology's stock has risen significantly, but careful evaluation of its valuation and growth potential is essential before investing.
#ai-infrastructure
Tech industry
from24/7 Wall St.
1 day ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
fromGSMArena.com
3 weeks ago
Tech industry

AMD buys HBM4 from Samsung for AI data centers

AMD is purchasing Samsung's HBM4 memory for its Instinct MI455X GPU and 6th generation Epyc CPUs to power next-generation AI data center infrastructure.
fromTheregister
2 months ago
Tech industry

Supermicro has dodged drama and delivered datacenters

Supermicro's AI-focused GPU systems drove rapid revenue growth to $12.7B in Q2 2026, while gross margins fell to 6.3%.
Tech industry
from24/7 Wall St.
1 day ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
European startups
fromTheregister
3 weeks ago

HPE adds Blackwell, Rubin systems to Nvidia-backed AI push

HPE expands AI portfolio with Nvidia Blackwell and Rubin GPUs, launches sovereign AI factories in Europe and US, and achieves first Nvidia-Certified Storage validation for object storage.
Venture
from24/7 Wall St.
1 week ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
#robotics
Startup companies
fromWIRED
2 weeks ago

Anduril's Real War Is With Itself

Anduril's defense startup faces significant safety and operational challenges in its manufacturing processes, impacting its ambitious plans for military technology.
Tech industry
from24/7 Wall St.
4 days ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
#sandisk
Business
from24/7 Wall St.
1 day ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
Business
from24/7 Wall St.
2 weeks ago

SanDisk Stock's Breakout Looks Overdone-Unless the AI Supercycle Is Real

Sandisk shares have surged 155% in 2026, raising concerns about over-extension despite ongoing demand from the AI sector.
Business
from24/7 Wall St.
1 day ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
Business
from24/7 Wall St.
2 weeks ago

SanDisk Stock's Breakout Looks Overdone-Unless the AI Supercycle Is Real

Sandisk shares have surged 155% in 2026, raising concerns about over-extension despite ongoing demand from the AI sector.
#micron
from24/7 Wall St.
3 days ago
Tech industry

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
Business
from24/7 Wall St.
2 weeks ago

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.
Tech industry
from24/7 Wall St.
3 days ago

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
Business
from24/7 Wall St.
2 weeks ago

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.
Tech industry
from24/7 Wall St.
4 days ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.
#arm-holdings
fromWIRED
2 weeks ago
Silicon Valley

Arm's CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

fromTechCrunch
2 weeks ago
Tech industry

Arm is releasing its first in-house chip in its 35-year history | TechCrunch

Arm Holdings is now manufacturing its own chips, starting with the Arm AGI CPU designed for AI data centers.
from24/7 Wall St.
2 months ago
Business

Arm Holdings Looks for 9th Consecutive Earnings Beat Today

Arm is expected to report FY2026 Q3 EPS of $0.41 and revenue of $1.23B, with growth and potential to extend its earnings-beat streak.
Silicon Valley
fromWIRED
2 weeks ago

Arm's CEO Insists the Market Needs His New CPU. It Could Piss Everyone Off

Arm is launching its own silicon, marking a significant shift from its licensing model and a return to its foundational roots.
Tech industry
fromTechCrunch
2 weeks ago

Arm is releasing its first in-house chip in its 35-year history | TechCrunch

Arm Holdings is now manufacturing its own chips, starting with the Arm AGI CPU designed for AI data centers.
Business
from24/7 Wall St.
4 days ago

Dear Lam Research Investors, Mark Your Calendars for April 22: Its Stock May Not Look Back

Lam Research's upcoming Q3 results will be crucial in assessing its momentum amid macroeconomic challenges and AI-driven demand.
Gadgets
fromTheregister
1 month ago

Intel finds its Zen undercutting AMD with Arrow Lake refresh

Intel's Core Ultra 200S Plus lineup offers up to 24 cores for under $300, directly competing with AMD's pricing by delivering more cores per dollar to regain market share.
fromTechzine Global
3 weeks ago

NetApp launches EF50 and EF80 for AI and HPC workloads

As businesses contend with ever-increasing data volumes and performance-intensive applications such as AI model training, AI inferencing and high-performance computing, they need infrastructure that delivers speed, scalability and efficiency without added complexity.
DevOps
#elon-musk
Toronto startup
fromTechCrunch
2 weeks ago

Elon Musk unveils chip manufacturing plans for SpaceX and Tesla | TechCrunch

Elon Musk plans to build a chip manufacturing facility called 'Terafab' to meet the semiconductor needs of Tesla and SpaceX.
Toronto startup
fromTechCrunch
2 weeks ago

Elon Musk unveils chip manufacturing plans for SpaceX and Tesla | TechCrunch

Elon Musk plans to build a chip manufacturing facility called 'Terafab' to meet the semiconductor needs of Tesla and SpaceX.
from24/7 Wall St.
1 week ago

Wall Street Backs Arista Networks as AI Data Center Play

Susquehanna's Positive rating reflects confidence in Arista's ability to capture growing demand for high-performance Ethernet networking as hyperscale cloud providers and enterprises scale AI workloads.
Business
Tech industry
fromComputerWeekly.com
1 week ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Artificial intelligence
fromTheregister
3 weeks ago

Fixing Claude with Claude: Anthropic reports on AI SRE

Claude excels at observing and analyzing logs during incidents but cannot replace SREs due to poor causal reasoning and frequent correlation-causation mistakes.
Business
from24/7 Wall St.
1 week ago

Western Digital Is the Best-Performing Nasdaq-100 Stock. Can It Keep Going?

Tech stocks are facing significant declines, but Western Digital has shown remarkable resilience with a 59% year-to-date increase.
Startup companies
fromTechCrunch
1 month ago

How 1,000+ customer calls shaped a breakout enterprise AI startup | TechCrunch

Narada uses large action models to automate complex enterprise workflows, with founders prioritizing customer discovery over early fundraising to maintain focus and avoid wasteful spending.
Tech industry
from24/7 Wall St.
2 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Venture
fromTechCrunch
1 month ago

Hardware testing startup Nominal hits $1B valuation, raises $155M in 10 months | TechCrunch

Nominal raised $80M Series B extension at $1B valuation led by Founders Fund, following $75M Series B from Sequoia, to expand hardware testing software beyond defense into industrial sectors.
fromTechRepublic
4 weeks ago

Meta's New AI Chips Reveal a Faster, More Self-Reliant Hardware Strategy

Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.
Artificial intelligence
#arm
Tech industry
fromTheregister
2 weeks ago

AI-pilled Arm CEO teases mystery products for $1T TAM

Arm aims to expand its total addressable market to $1 trillion by introducing new AGI CPU products and targeting the datacenter sector.
Tech industry
fromWIRED
2 weeks ago

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.
Tech industry
fromTheregister
2 weeks ago

AI-pilled Arm CEO teases mystery products for $1T TAM

Arm aims to expand its total addressable market to $1 trillion by introducing new AGI CPU products and targeting the datacenter sector.
Tech industry
fromWIRED
2 weeks ago

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.
Tech industry
fromThe Verge
2 weeks ago

Arm's first CPU ever will plug into Meta's AI datacenters later this year

Arm AGI CPU features up to 136 cores and claims double the performance per watt compared to x86 chips.
from24/7 Wall St.
1 month ago

AMAT and Micron still winning in AI trade despite QQQ and sector weakness

The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.
Artificial intelligence
Artificial intelligence
fromArs Technica
1 month ago

Anduril, the autonomous weapons maker, doubles the size of its space unit

Anduril Industries acquires ExoAnalytic Solutions, a space intelligence firm operating 400+ telescopes globally to monitor satellite movements for national security and military applications.
#ai-chip-manufacturing
European startups
fromTechzine Global
1 month ago

ASML wants to go beyond EUV: expansion into advanced AI chips

ASML is developing new equipment for advanced packaging and larger chips to expand its dominance in the rapidly growing AI chip market over the next 10-15 years.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
Business
from24/7 Wall St.
3 weeks ago

ACMR vs KLIC: Battle of the Semiconductor Equipment Stocks

ACM Research achieved record revenue but faced margin collapse, while Kulicke & Soffa posted strong earnings with stable margins after strategic restructuring, revealing divergent momentum in semiconductor tools.
Business
from24/7 Wall St.
3 weeks ago

Intel's New CEO Has Completed His First Year. Here's Where Things Stand.

Intel's stock surge reflects partial progress under CEO Lip-Bu Tan, who implemented cost cuts and improved cash flow, but foundry losses and competitive pressures remain unresolved challenges.
Mobile UX
fromGSMArena.com
2 months ago

Apple once again rumored to partner with Intel for chip manufacturing

Intel will fabricate some Apple A21/A22 chips on its 14A process starting in 2028, while TSMC remains Apple's primary chip supplier.
Information security
fromTheregister
2 months ago

Techie's one ring brought darkness by shorting a server

A technician wearing a wedding ring shorted a server board, causing an outage, briefly concealed the failure, and service resumed after an unexpected reboot.
fromMarTech
1 month ago

Oracle expands its AI agents for marketing, sales and CS teams | MarTech

Oracle today announced more role-based AI agents for revenue teams using Oracle Fusion Cloud Applications. The new agents are embedded within marketing, sales and service processes to provide insights into unified data, help automate processes and deliver predictive insights. Like the previous batch of AI agents Oracle announced in October 2025, there are agents for marketing, sales and customer success professionals in the latest release. The agents are prebuilt and natively integrated within Oracle Fusion Applications at no additional cost.
Marketing tech
fromTheregister
1 month ago

Broadcom says AI companies can't make their own silicon

Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.
Artificial intelligence
Gadgets
fromFast Company
1 month ago

Here's every cool tech thing the AI RAM crunch is ruining

AI data-center demand is diverting DRAM production to server RAM, causing consumer RAM shortages, device delays, and steep price increases through 2028.
Tech industry
fromTechzine Global
1 month ago

Intel reconsiders use of 18A in foundry strategy

Intel is reconsidering opening its 18A chip manufacturing technology to external customers, reversing previous plans to reserve it exclusively for internal use.
Tech industry
from24/7 Wall St.
1 month ago

Synopsys Beats on EPS and Revenue as AI-Fueled Chip Design Demand Remains Strong

Synopsys beat Q1 FY2026 earnings expectations but faced mixed market reaction due to Q2 revenue guidance missing estimates and China export concerns, though AI growth and the Ansys acquisition remain positive drivers.
Artificial intelligence
fromBusiness Insider
2 months ago

Inside Google's 'Project EAT,' its plan to supercharge staff with AI

Project EAT aims to transform Google into an AI-powered workplace by standardizing internal AI tools and adoption to boost productivity, engagement, and innovation.
Artificial intelligence
fromFast Company
2 months ago

This AI startup wants to be your virtual 'computer for business'

Adapt is an AI hub that launches cloud VMs to connect business software, pull and merge live data, analyze it, and generate code and visualizations.
from24/7 Wall St.
2 months ago

Super Micro Computer Reports After the Close, and Wall Street Expects 82% Revenue Growth

Wall Street is expecting EPS of 48 cents to 49 cents on revenue of $10.34 to $10.44 billion, representing 82% to 83.8% year-over-year (YOY) growth. Shares have gained 4.17% over the past year, trading near $29.71, close to the 52-week low of $27.60.
Business
Tech industry
fromTechzine Global
1 month ago

Silicon One is the engine under the hood of Cisco's AI story

Silicon One G300 delivers 102.4 Tbps, doubling previous throughput and enabling AI clusters to scale without network bottlenecks for large-scale training, inference, and real-time workloads.
Tech industry
from24/7 Wall St.
1 month ago

Teradyne Stock Soars 66% in 2026 as AI Chip Testing Demand Surges

Teradyne's stock surged 66% YTD as booming AI infrastructure demand and strong Q4 results drove semiconductor test revenue toward compute and memory applications.
Tech industry
from24/7 Wall St.
2 months ago

KLA Corporation Earnings Preview: What to Watch When KLAC Reports Today

KLA's strong AI-driven demand and advanced packaging growth expectations pressure to justify a premium valuation ahead of Q2 fiscal 2026 results.
[ Load more ]