SemiVoice

Germany Privacy cybersecurity research

Cyberagentur Signs 5 Contracts for Trustworthy IT Ecosystem Research Project

➀ Cyberagentur has signed contracts with five companies for the research program 'Trustworthy IT Ecosystem' (ÖvIT).

➁ The goal is to achieve provable IT security through mathematical methods and establish a network of experts and users.

➂ The project involves international partners and aims to enhance Germany's position as a leader in cybersecurity.

US clamps down on AI exports

➀ The U.S. government announced stricter restrictions on AI exports to China, Russia, Iran, and North Korea, while maintaining unrestricted exports to its closest allies. ➁ U.S. Commerce Secretary Gina Raimondo emphasized the importance of maintaining U.S. leadership in AI development and chip design. ➂ The new rules will not come into effect for 120 days, allowing for potential revision by the incoming administration.

AI EDA HPC Privacy Software cybersecurity semiconductor

AI Automation cybersecurity

SentinelOne: Focus On AI And Automation Is A Key Differentiator

1. SentinelOne's earnings call highlights the focus on AI and automation; 2. Revenue growth shows a gradual deceleration, but fundamentals remain strong with positive EBITDA and UCFC margins; 3. Valuation is attractive compared to peers with higher growth potential and upcoming profitability inflection.

Market Expansion cybersecurity technology investment

Palo Alto Networks Set To Penetrate A Potential $30B Market

1. Palo Alto Networks is aggressively targeting the $30 billion SIEM market, aiming to capture significant market share from legacy vendors like Splunk and Microsoft. 2. The company's platformization strategy and recent SIEM-focused acquisition are expected to accelerate its path to a $15 billion ARR target, supporting a Buy rating. 3. Management aims to become a top 3 player in the SIEM market within 24 months, leveraging its successful XDR market penetration.

tomshardware

Encryption Hacking Privacy Windows cybersecurity

Hacker demonstrates the supposedly-patched Windows 11 BitLocker is still vulnerable to hackers — default encryption can be overcome with network access

➀ Hacker Thomas Lambertz demonstrates the vulnerability of patched Windows 11 BitLocker; ➁ Attack can be executed with a single physical device access and network connection; ➂ Fix is only surface-level, with UEFI firmware storage limitations affecting future Secure Boot certificates.

Elon Musk Satellite Services Space technology cybersecurity starlink telecommunications

Ukraine to get satellite-to-handset phone service

➀ Ukraine is set to become one of the first countries in the world to receive satellite-to-smartphone service following an agreement with Elon Musk and Kyivstar, a Ukrainian mobile operator. ➁ The service will utilize modems on Starlink satellites to beam signals to handsets, with a messaging service expected to begin in Q4 2025. ➂ Starlink has already provided military communication services to Ukraine since 2022, and the new service is seen as a sign of continued U.S. government support for Ukraine.

servethehome

We Lost a Great One Gordon Mah Ung

➀ The article commemorates the passing of Gordon Mah Ung, a respected technology journalist; ➁ The author reflects on the impact Gordon had on the technology industry and the personal regret of not expressing gratitude; ➂ The author mentions the importance of expressing gratitude and the family's philanthropic focus on pancreatic cancer research.

AI Microchip PC Privacy cybersecurity gaming memory monitor

The Fall-Out From Arm vs Qualcomm

➀ Arm在诉讼中未能获得其最想要的结果，即禁止高通在PC芯片组中使用Nuvia设计的基于Arm的核心；➁ 虽然陪审团未能就Nuvia是否违反了与Arm的许可条款达成一致意见，但Arm有机会进行重审；➂ 高通律师出示了一份由Arm首席执行官撰写的策略文件，其中设想Arm建造自己的芯片，这可能是Arm业务模式的一个重大转变。

AMD EDA HPC Intel Software cybersecurity semiconductor

servethehome

CXL is Finally Coming in 2025

➀ Compute Express Link (CXL) technology is expected to move from a niche to mainstream use in 2025; ➁ CXL's support for memory expansion is a significant driver, with various server and memory solutions now available; ➂ CXL 2.0 and future generations of PCIe/CXL will enable more advanced use cases like switching and dynamic memory allocation.

2nm 3D IC 3nm AI AI Chip AI PC AMD Arm Asus CXL Chiplet Cooling DDR4 DRAM Dell EDA EMIB EUV GDDR GPU GaN HBM HPC Infineon Intel Laptop Linux Microchip NPU NVIDIA PCIe Privacy Raspberry Pi SSD Software Switch TI Xeon automotive cpu cybersecurity ddr5 ios memory monitor semiconductor server

Encryption IoT Microchip Privacy Software cybersecurity post-quantum cryptography security technology

Crypto Quantique upgrades Quarklink IOT for PQC

➀ Crypto Quantique has upgraded its QuarkLink IoT platform with a hybrid post-quantum cryptographic algorithm; ➁ The platform reduces the time and expense of implementing security functions in embedded devices by up to 10X; ➂ The hybrid key encapsulation mechanism combines X25519 with Kyber (ML-KEM) for both current and future security.

UKAEA and Bristol University make first carbon-14 diamond battery

➀ Scientists and engineers from UKAEA and the University of Bristol have created the world's first carbon-14 diamond battery; ➁ The battery leverages the radioactive isotope carbon-14 to produce a diamond battery with a potential lifespan of thousands of years; ➂ The technology could be used in medical devices and extreme environments, providing continuous power for decades.

AI AI Chip Cooling HPC Laptop Microchip Privacy Software automotive cybersecurity gaming memory semiconductor

SentinelOne: Scaling Faster And Creating Value

1. SentinelOne stands out in the cybersecurity sector for its innovative AI-driven endpoint security and rapid scaling, despite a high optical valuation. 2. S is expected to achieve positive EBITDA and cash flow in 2025 at a faster pace than peers like Palo Alto and CrowdStrike. 3. With a projected 59% and 60% cash earnings growth in 2025 and 2026, the Company's valuation is relatively inexpensive at 1.0x PEG.

AI Growth cybersecurity

tomshardware

NATO Russia cybersecurity telecommunications

Two internet cables connecting Sweden and Finland suffered damage — one caused by construction, the other still under investigation

➀ Two internet cables between Sweden and Finland suffered damage, one caused by construction and the other under investigation; ➁ The incident highlights the vulnerability of communications cables and the potential for global internet chaos; ➂ While the damage is not related to tensions between Russia and NATO, it raises concerns about cybersecurity and the importance of undersea cables.

Stock Analysis cybersecurity earnings

CrowdStrike: Now Fairly Valued (Rating Downgrade)

1. CrowdStrike reported better-than-expected earnings for the October quarter, surpassing both top and bottom-line estimates. 2. The company's subscription revenue growth was solid, and it generated strong free cash flow. 3. The stock is now trading significantly above the 3-year average P/S ratio, leading to an unattractive risk profile.

Allot: A Cybersecurity Turnaround Hits Its Inflection Point

1. Allot, a leader in deep network intelligence technology, has transformed into a cybersecurity company with a new SECaaS product line. 2. Major telecom clients like Vodafone and Verizon are driving SECaaS adoption, with significant opportunities still untapped. 3. Allot is cash flow positive and could achieve 10x returns by 2028.

cybersecurity

Stock Analysis cybersecurity

CrowdStrike Q3 Earnings: Clearly The Leader, But At A Heavy Price

1. CrowdStrike's strong growth and resilience are notable, but the risk-reward balance is too tight at a 57x forward free cash flow. 2. Despite high retention rates and solid fundamentals, margin pressures and global outage issues pose risks. 3. Analysts' revenue growth expectations for fiscal 2026 seem conservative, requiring flawless execution to justify the current valuation. 4. The author prefers SentinelOne over CrowdStrike due to the latter's high valuation and potential growth challenges.