1. The author initially covered AMD in June 2024 with a Hold rating; 2. The upgrade to Buy is based on compelling valuation; 3. AMD is struggling in the data center GPU market but has a history of market penetration and disruption.

➀ Samsung has established a Future Robotics Office and increased its stake in Rainbow Robotics to 35%; ➁ Jun-Ho Oh, the founder of Rainbow, will become the CEO of the new office; ➂ The collaboration aims to accelerate the development of intelligent humanoids by combining Samsung's AI and software expertise with Rainbow's robotic technology.

The article discusses the use of IoT technology to bridge the gap in the dairy industry from farm to fridge. It highlights a company that provides on-site milk testing to dairy farmers, ensuring fair compensation based on milk quality. The technology is designed for harsh conditions and ensures reliable performance.

➀ China-made DDR5 memory chips are nearly 40% larger than Samsung's; ➁ CXMT's 16 Gb DDR5 memory IC has a larger die size due to less advanced chipmaking technology; ➂ The cost of CXMT's DDR5 chips is likely higher than Micron, Samsung, and SK Hynix due to the larger die size.

➀ Intel's Foundry Services (IFS) division is struggling with low wafer yields and projected cumulative losses. ➁ Selling IFS could provide Intel with $30 billion to focus on core operations, but might hinder IDM 2.0 strategy. ➂ The decision hinges on whether Intel should continue investing in IFS or sell it to reduce financial risks.

1. SoundHound AI's Q3 2024 results exceeded expectations, leading to a 208% stock price surge; 2. Despite promising market potential, profitability remains uncertain; 3. The company faces risks from Big Tech competition and achieving projected margins, with a 57% chance of exceeding the current stock price.

1. Nvidia's 'king of AI' status is threatened as top customers turn to Broadcom for custom chips and systems; 2. NVDA stock has dipped due to investor concerns over future demand for its AI solutions; 3. Skeptics may be overlooking Nvidia's key strengths and strategies that keep the bull case alive.

➀ Intel needs to fill its fabs to remain competitive; ➁ TSMC's rapid expansion with new partnerships; ➂ The potential of a Common Foundry Platform Alliance for Intel.

1. Dropbox is priced as a premium service but offers little more than its competitors; 2. Growth in paying users has almost stopped, and cancelled subscribers are unlikely to return; 3. Dropbox's model is outdated and does not align with current user expectations for cloud storage.

➀ TSMC's dominance in the semiconductor industry prompts South Korea to consider establishing KSMC; ➁ KSMC aims to support local semiconductor industry development; ➂ Challenges include technological gaps and talent shortages.

1. AMD is poised for strong growth driven by AI model inferencing with MI300X GPUs; 2. AMD's Data Center segment saw 122% YoY growth in Q3'24, fueled by EPYC and Instinct product sales; 3. AMD is closing the performance gap with Nvidia as the MI350 will have comparable performance with the Blackwell GPUs.

1. Palantir's strong financial performance and impressive growth are overshadowed by its high valuation, making it prudent to take profits or hold off on adding more. 2. Despite 30% YoY revenue growth and high margins, Palantir's P/E ratio over 300x and competition from giants like AWS and Google pose significant risks. 3. Palantir's valuation demands sustained high-growth rates for years, which is challenging given the law of large numbers and increasing competition.

1. Broadcom's AI and software market growth is strong but faces concentration risk due to reliance on a few hyperscale customers. 2. The company's AI-driven revenue growth is strong but may face margin pressures and scalability challenges. 3. Broadcom's valuation appears stretched, with a forward earnings multiple of 28.3x, suggesting limited upside and potential overvaluation.

1. Microsoft is uniquely positioned to capitalize on the AI revolution due to its strategic strengths. 2. CEO Satya Nadella's leadership has led to remarkable growth, making Microsoft resilient with a balanced business mix and strong customer lock-in. 3. Despite competition and regulatory risks, Microsoft's intrinsic value suggests a 21% upside, making it a compelling investment opportunity.

1. AMD's shares have dipped below $120 recently, presenting an attractive risk profile despite the creation of negative investor sentiment; 2. AMD's Data Center segment shows promising growth potential with the MI300X chip, positioning it to compete with Nvidia's dominance in the AI GPU market; 3. AMD's valuation at a P/E ratio of 24.4X offers a 22% discount compared to Nvidia, making it an attractive buy before a potential recovery.

1. Alphabet Inc. is maintained as a 'Buy' due to strong financial performance, growth in advertising and cloud units, and exaggerated legal risks. 2. Q3 FY2024 results show 37% YoY EPS growth, driven by robust advertising, Google Cloud, and subscription services. 3. Google's legal risks from the DOJ antitrust case are likely overstated, with potential counterproposals mitigating negative impacts on revenue and operating income.

➀ The author wishes readers a Merry Christmas and a Happy New Year; ➁ ElectronicsWeekly.com will continue to operate during the holiday; ➂ The website will have new content and news over the holidays; ➃ Blogs will remain active with posts by David Manners.

➀ Broadcom CEO Hock Tan dismisses the possibility of acquiring Intel; ➁ The CEO emphasizes the importance of actionable deals and the absence of hostile offers; ➂ Broadcom's focus on custom datacenter processors for AI and its current investments in AI infrastructure.

1. Advanced Micro Devices has transformed into a major player in the data center, enterprise-grade CPU, GPU, and adaptive SoCs markets; 2. The AI revolution, especially OpenAI's o3 breakthrough, positions AMD's Zen-based EPYC processors and Instinct GPU accelerators for significant future growth; 3. Despite risks from NVIDIA's ecosystem and industry cyclicality, AMD's accelerating momentum in AI hardware and data center segments suggests strong growth potential.

1. Salesforce's significant growth and AI adoption justify a 'Buy' rating; 2. Despite slowing sales growth, Salesforce's gross margins are improving; 3. Salesforce's valuation is attractive with substantial profit growth expected in 2025.