It’s fair to say that Nvidia has found itself in the right place at the right time with demand for its GPU chips at an all-time high, thanks to the resource demands of generative AI models — but what if there were a chip that provided similar pow…
Would Arm be able to wrangle a price-sales and price-earnings premium to Intel and TSMC? We think so.
Automakers have struggled in recent years to secure the semiconductor chips needed in today’s modern and increasingly tech-laden vehicles. The shortage has chipped away at profits, periodically idled factories and left automakers with unfinished vehicles that consumers are ready to buy. Now, GM has struck a deal with GlobalFoundries to alleviate that problem. The two…
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