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Rivals and Custom Silicon
AMD, Broadcom and the in-house chips the clouds design.
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QuidelOrtho Appoints Sanjeev Sharma as Vice President of Investor Relations
2+ hour, 7+ min ago (379+ words) /PRNewswire/ -- QuidelOrtho Corporation (Nasdaq: QDEL) ("QuidelOrtho"), a leading global provider of diagnostic solutions, has appointed Sanjeev Sharma, CFA,... SAN DIEGO, Oct. 7, 2026 /PRNewswire/ -- QuidelOrtho Corporation (Nasdaq: QDEL) ("QuidelOrtho"), a leading global provider of diagnostic solutions, has appointed Sanjeev Sharma, CFA, as…...
Why Investors Are Celebrating Qualcomm Striking a Licensing Deal with Huawei — Which Is Still on the Entity List
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QuidelOrtho names Sanjeev Sharma as new VP of Investor Relations to boost investor engagement.
1+ hour, 56+ min ago (222+ words) QuidelOrtho Corporation has appointed Sanjeev Sharma as Vice President of Investor Relations, effective September 28, 2026. Sharma brings over 20 years of experience in investor relations, corporate strategy, and equity research, including roles at Teva Pharmaceuticals and Genpact. His expertise is expected to…...
SpaceX And Tesla Are Building A Massive New Factory, And Here's What It'll Make
10+ hour, 55+ min ago (73+ words) In May, SpaceX filed an application with Grimes County stating the company would invest $55 billion to manufacture the Terafab, with a contingency to invest as much as $119 billion. Intel is proud to join the Terafab project with @SpaceX, @xAI, and…...
Samsung Q3 profit seen jumping nearly 9-fold on AI chip demand, but forecasts are being cut
11+ hour, 23+ min ago (692+ words) Samsung Electronics is expected to report a nearly nine-fold jump in third-quarter operating profit, driven by robust AI demand, though analysts have cut forecasts by nearly 8% since the end of August. Despite moderating gains in the prices of memory chips…...
The AI Capex Wall: Why Financing Constraints Will Trigger A Slowdown
45+ min ago (77+ words) AI capex bubble risk is rising as hyperscalers face negative free cash flow, higher debt costs, and exotic financing. Read more on AI capex bubble bursting here. - AI Capex is in a bubble, with the consensus now expecting a reckoning…...
MintNeuro raises $5M to scale chips purpose-built for neural devices
1+ hour, 59+ min ago (292+ words) MintNeuro, an Imperial College London spinout developing specialised chips for neural devices from implants to wearables, has raised $5 million to drive its commercial scale-up. The company is developing a semiconductor platform for devices that connect with the brain and nervous…...
Broadcom's AI Revenue Is Growing at 221%. Here's Why Custom Chips Could Be a Bigger Business Than GPUs.
1+ hour, 47+ min ago (348+ words) Broadcom (AVGO +3.67%) grew its artificial intelligence semiconductor revenue by 221% year over year in the third quarter, and that growth could accelerate in the fourth quarter. Management's outlook calls for $21.7 billion worth of AI-related revenue, up 236% from a year ago. Here's…...
Gradiant Expands India Operations with New Leadership, Five Contract Wins, and 40% Team Growth
1+ hour, 19+ min ago (246+ words) Gradiant announced a series of milestones reinforcing its position in India: a new Managing Director for the country, five new design-build contracts across semiconductor, printed circuit board (PCB), and solar manufacturing, and plans to grow its India team by more…...