➀ Huawei is working on improving power consumption efficiency for its upcoming Kirin 9 chip; ➁ The new chip is expected to have more stable and efficient small cores compared to previous versions; ➂ Huawei plans to use new self-developed small cores for better power efficiency; ➃ The architecture of medium and large cores is expected to remain unchanged; ➄ The new Kirin 9 chip could be used in devices like the Nova 13 series or Mate 70 series.
Recent #energy news in the semiconductor industry
➀ The Helmholtz-Zentrum Berlin's (HZB) real laboratory has reached the milestone of 100 megawatt-hours of solar power generation from its photovoltaic facade. ➁ This amount of electricity is equivalent to providing clean energy to a four-person household in Germany for 30 years. ➂ The HZB is using this research to study the performance and environmental impact of solar facades.
➀ Researchers from the University of Kassel and Fraunhofer IEE are working on a project to optimize power grids using AI. The project aims to improve the operation of transmission grids and contribute to the stability of power supply. ➁ The increasing share of renewable energy in Germany presents new challenges to power grid operators. The research focuses on balancing variables to ensure a constant and reliable supply. ➂ The project uses Graph Neural Networks (GNNs) and Deep Reinforcement Learning (DRL) to optimize grid control and develop self-learning agents for identifying network states.
➀ A new study by Fraunhofer IEE concludes that offshore hydrogen production is more efficient than onshore production. ➁ The study examines the economic impact of hydrogen production on two offshore energy islands connected to 10 GW of offshore wind energy each. ➂ The study shows that building an offshore hydrogen production facility on the islands could save up to 4.3 billion euros annually for the German energy system.
1. Occidental Petroleum is a well-managed energy firm with significant production upside; 2. The company is using excess cash flow for debt repayment and enhancing its balance sheet; 3. Occidental Petroleum has a fair value potential of $61-66, implying up to 29% revaluation upside.
➀ The Fraunhofer Institute for Energy Economics and Energy System Technology IEE is developing an innovative, multifunctional charging and drive unit for electric vehicles in the 'CombiPower' project. The project started in late 2023 and runs until September 2026. ➁ Modern electric vehicles are equipped with a variety of inverters: AC or DC chargers, drive inverters, and DCDC boosters for charging 800V vehicles at 400V charging stations. Combining these inverters into a multifunctional drive and charging unit has the potential to reduce system volume and weight, increase efficiency, and minimize costs. ➂ The bidirectional construction of the modular charging and drive unit not only allows for the reverse feeding of electrical energy from the vehicle battery to the grid but also provides additional inherent grid stabilization through its grid-forming control design, expanding the Vehicle-to-X functionality through grid-forming properties.
1. The S&P 500 closed in the red, but the Utilities sector reached new 52-week highs. 2. The Utilities sector gained 2.58% due to news that Constellation Energy will sell power to Microsoft for data center operations. 3. The article discusses the leadership of the Utilities sector among other sectors.
1. Enbridge's valuation has surged to over $40/share, making it less attractive compared to our initial buy at $31.7/share. 2. Despite solid operational performance and growth prospects, the current price limits upside potential, prompting a 'Hold' rating. 3. Enbridge remains a safe income investment in the NA energy sector, but we recommend buying only below $36/share for optimal returns.
➀ Dr. Franziska Tanneberger and Thomas Speidel receive the German Environmental Prize from the Deutsche Bundesstiftung Umwelt (DBU) for their contributions to environmental protection and climate protection. ➁ Tanneberger is recognized for her work in peatland research and revitalization, promoting sustainable peatland use and biodiversity. ➂ Speidel is honored for his innovative battery-buffered high-performance systems that enable rapid electric vehicle charging, contributing to the expansion of e-mobility infrastructure and reducing CO2 emissions.
1. Enbridge stock has performed well with a nearly 34% total return in 10 months, slightly underperforming the S&P 500. 2. Financial metrics show an increase in net debt and tangible invested capital due to the Dominion deal. 3. Share dilution and financing costs from the Dominion deal are currently weighing on ENB's earnings, but the company is expected to report very good results in Q1 and Q2 of 2025.
1. Retail spending increased in July, indicating a strong economy and potential stickier inflation. 2. Energy Transfer and Starwood Property Trust are recommended for their high yields and value in a robust consumer confidence environment. 3. Both companies offer well-covered dividends and potential for growth, making them attractive for income-seeking investors in an inflationary environment.
1. Enbridge is expanding its utilities segment with $14 billion in acquisitions and its Gulf Coast operations with over $10.2 billion in capital spend. 2. The company expects to generate over $2.9 billion in free cash flow, supporting its 6.9% dividend yield and expansion plans. 3. Enbridge targets 10-12% yearly shareholder returns, focusing on stable utility cash flows and potential growth through Gulf Coast capacity.
1. Enbridge Inc. has been tagged with a 'Strong Buy' rating since February, showing significant upside potential. 2. The stock has outperformed the S&P 500 and continues to deliver strong results. 3. The company's preferred securities are also examined from an income and speculative perspective.
1. Western Midstream Partners continues to set new volume records in key basins. 2. The completion of new capacity projects and new deals with upstream producers support further growth. 3. Distributions are among the best in the industry, with strong growth potential and the possibility of special distributions each year.
1. Devon Energy's shares have significantly dropped since October 2022 but are currently trading at a low valuation with a high free cash flow yield. 2. The acquisition of Grayson Mill assets is expected to enhance DVN's production and financial performance, making it one of the largest domestic onshore upstream producers. 3. Despite risks including political and competitive pressures, DVN's valuation and strategic moves make it an attractive investment opportunity.
1. Fraunhofer IOSB-AST improved the day-ahead forecast accuracy by 40% for Albwerk GmbH & Co. KG using AI-based prediction models. 2. The model considers factors like outdoor temperature and global radiation, crucial due to the high number of PV installations in the area. 3. The enhanced forecasting solution has led to reduced balancing energy costs and amounts since its implementation in early 2024.
1. Researchers at the University of Minnesota have developed a magnetic tunnel junction-based device that could reduce AI energy consumption by over 1,000 times. 2. The device utilizes computational random-access memory (CRAM) to perform computations within memory cells, eliminating the need for data transfers between logic and memory. 3. This innovation aims to enhance energy efficiency and reduce costs in AI computing applications.
1. Doosan Enerbility's Q2 operating profit decreased by 37.3% year-on-year due to the underperformance of its subsidiary Bobcat; 2. The company's energy division saw an increase in sales and operating profit due to the expansion of nuclear and gas turbine business; 3. Doosan Enerbility aims to secure contracts in the European nuclear market, following the selection of Korea Hydro & Nuclear Power as a preferred negotiator for new nuclear projects in the Czech Republic.
1. NewMed Energy outperformed the S&P 500 with a 10% total return last quarter. 2. Despite a downgrade of Israel's credit rating, Fitch upgraded the Leviathan Bond notes. 3. Leviathan gas field partners plan to invest up to $500 million to expand capacity, potentially boosting cash flow and dividends.
PreviousPage 4 of 4 pages