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Recent #Tech news in the semiconductor industry

tweaktown
3 months ago

Nintendo Switch 2 dock design changes revealed in new leaked images

➀ A known leaker has shared new images of the Nintendo Switch 2 dock, highlighting differences from the original, such as a grid pattern for cooling and a more rounded design.

➁ The new pictures were shared on Famiboards forums by the same user who leaked the CAD model of the Nintendo Switch 2 last year.

➂ The CAD renders show a more rounded design with smoother edges and slits for airflow.

DesignDockNintendoNintendo SwitchTechconsoleleak
tweaktown
4 months ago

Elon Musk confirms he's using six 'young Spartans' to clear out the US government

➀ Elon Musk has confirmed he's using six young individuals between the ages of 19 and 24 to play critical roles in his Department of Government Efficiency (DOGE).

➁ The Department of Government Efficiency (DOGE) recently took control of a government computer system, resulting in officials being locked out.

➂ A new WIRED report has identified six individuals who play critical roles in DOGE and have been tasked with modernizing Federal technology and software.

AIGovernmentSecurityTech
kitguru
2 months ago

MSI MAG B850 Tomahawk Max WiFi Review

➀ The MSI MAG B850 Tomahawk Max WiFi motherboard is reviewed, highlighting its similarities with the more expensive MAG X870 Tomahawk WiFi and its compelling features at a low price. ➁ Key features include a flagship VRM design, EZ PCIe release, and fast storage options. ➂ Performance testing includes CPU and gaming benchmarks, showcasing the board's capabilities.
MotherboardTechreview
seekingalpha
2 months ago

Datadog: A Strong Buy After The 42% Drop

1. Datadog, Inc. offers a leading observability and monitoring platform with potential for significant sales and net income growth by 2030; 2. Despite recent technical setbacks, DDOG maintains strong performance with high gross margins and AI efficiency improvements; 3. DDOG's current valuation is attractive, trading at around 15 times 2030 EPS estimates, indicating a compelling growth opportunity.
Tech
seekingalpha
2 months ago

Qualcomm: Raising My Price Target Despite The AI Growth Story In Question

1. Maintain a buy rating on QCOM, considering shares significantly undervalued despite recent underperformance and solid earnings growth; 2. Qualcomm's Q1 FY 2025 results were strong, driven by robust returns from its QCT portfolio, with notable growth in IoT and automotive segments; 3. Risks include competition, uncertainties with Huawei, and potential margin pressures from rising manufacturing costs.
Techinvestmentsemiconductor
kitguru
3 months ago

Palit RTX 5090 GameRock Review

➀ The review introduces the Palit RTX 5090 GameRock with its bold design and cooler; ➁ Discusses the specifications and performance of the RTX 5090, comparing it to its predecessors; ➂ Focuses on the power draw and efficiency of the card, highlighting the company's enhanced GPU power testing methodology.
Techgraphicsreview
seekingalpha
5 months ago

Super Micro Computer: A Top Rebound Play For 2025 (Rating Upgrade)

1. Super Micro Computer's shares have lost much of its early 2024 gains but sentiment improved after the firm submitted a compliance plan to Nasdaq. 2. The company faces strong growth prospects in the liquid-cooled server racks market, driven by AI applications and data center CapEx spending. 3. Risks remain due to financial reporting delays and a potential delisting, but a moderate P/E ratio offers a revaluation opportunity if issues are resolved.
AI HardwareTechserver market
seekingalpha
5 months ago

Nvidia's Fort Is Sieged By Big Tech, China, And Startups, But It's A Two-Year Buy (Rating Upgrade)

1. Nvidia's moat is under pressure from startups, Broadcom, AMD, and Big Tech's in-house AI chips, with inference markets diversifying and startups gaining niche traction. 2. U.S. restrictions and China's push for domestic AI chips cut Nvidia's China revenue share from 24.6% in 2022 to 12.2% in 2025, weakening growth prospects. 3. Despite a $5.83T 2027 EV forecast, slowing growth and cyclical risks could spur volatility; current EV of $3.13T offers a 24.21% margin of safety for now.
AITechsemiconductor
seekingalpha
7 months ago

Quantum Computing: The New High-Risk, High-Reward Gem In My Investment Portfolio

1. Quantum Computing Inc. (QUBT) has received its first order for photonic integrated chips, indicating strong early demand for the technology. 2. The TFLN chips could double data transmission speeds and reduce energy use, meeting the surging demand from AI and quantum computing. 3. Concerns remain about shareholder dilution and competition from well-funded players like HyperLight, but the author sees significant upside potential if QCi secures additional contracts.
Quantum ComputingTechinvestment
seekingalpha
7 months ago

AMD: Why I'm Doubling Down

1. Data Center revenue reached $3.5 billion in Q3 2024, growing 122% year-over-year, driven by AI demand; 2. Ryzen processors increased Client segment revenue to $1.9 billion, a 29% year-over-year increase, enhancing AMD's profitability; 3. Data Center operating income surged 240% to $1.041 billion, reflecting strong margins and high-demand products like EPYC CPUs.
Techinvestmentsemiconductor
seekingalpha
10 months ago

Super Micro Computer's Q4 Earnings Expectations May Be Too Difficult To Reach

1. SMCI may face challenges in meeting Q4 2024 earnings forecasts due to difficulties in improving margins and providing new catalysts. 2. The discrepancy between net income and cash flow from operating activities raises concerns. 3. The stock's technical support level is significantly lower, indicating potential for a prolonged decline if earnings expectations are not met.
Earnings AnalysisStock PerformanceTech