Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending.

Super Micro is expanding its customer and product mix to stabilize and potentially pivot gross margins. Read why I reiterate ...

Super Micro Computer, Inc. is rated Strong Buy with favorable risk/reward & bullish long-term AI infrastructure trends. Read ...

IMEC, Diagram of Neural Net: Foveated, Retina-like Sensor, Corresponding Silicon Microchip (1989), computer-generated plot on paper and silicon, .1: 36 1/4 x 36 1/4″ (all images courtesy the Museum of ...

On April 1, 2025, the Taiwanese manufacturer TSMC introduced the world's most advanced microchip: the 2 nanometer (2nm) chip. Mass production is expected for the second half of the year, and TSMC ...