The key risks are a slowdown in AI Infrastructure demand, margins may not expand as I expect, valuation compression, A&D program timing delays, and SPCX IPO may not translate into TTMI upside.

The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having ...

AI has become increasingly mainstream, and leading AI software players, especially across the USA and China, have invested ...

Think about the last smartphone, tablet or smartwatch you stopped using. Odds are it is not in a recycling bin or a new owner ...

ABB Robotics and startup Molg are working together to create robotic microfactories to recover and recycle data center operators’ disused electronic equipment, or e-scrap. Citing research claiming ...