➀ Geekom is reportedly preparing the QS series of mini-PCs with the Qualcomm Snapdragon X Elite chip; ➁ This device will be the first Snapdragon X Elite mini-PC, as Qualcomm unexpectedly canceled the Snapdragon X Elite dev kit; ➂ The mini-PC's specifications, pricing, or additional information are not yet known.
Recent #technology news in the semiconductor industry
1. VSMC, a joint venture between Vanguard International Semiconductor Corporation and NXP Semiconductors, celebrated the groundbreaking of its new 300mm wafer manufacturing facility in Singapore. 2. The facility is expected to start production in 2027 and reach an output of 55,000 300mm wafers per month by 2029. 3. The new fab will support NXP's growth plans and contribute to the development of the semiconductor industry.
➀ NVIDIA is developing the Thor chip for future EVs, partnering with Chinese EV companies like BYD and SAIC Motors. ➁ The Thor platform, with five versions, aims for a full transition by late 2025 or early 2026. ➂ NVIDIA is moving into the automotive market with its new Drive Thor chip.
➀ Samsung is preparing to unveil its 10th generation V-NAND with over 400 layers; ➁ The new 3D NAND will support PCIe 5.0 and potentially PCIe 6.0 SSDs; ➂ The 1Tb 3D TLC NAND has a storage density of 28 Gb/mm², slightly lower than the current world's densest non-volatile memory.
➀ The US imposes trade restrictions on 140 companies involved in technology trade with China, including SMIC and Huawei. ➁ Three Chinese semiconductor equipment manufacturers are also targeted. ➂ Products from Samsung, Hynix, and Micron are banned. ➃ The move is part of the Biden-Harris administration's targeted approach to hinder China's indigenous production of advanced technologies. ➄ New rules are established to stop the export of products containing US components to China.
➀ Tenstorrent, a RISC-V design house, has raised over $693 million in its Series D funding round.
➁ The funds will be used to build out open-source AI software stacks, hire developers, and expand global development and design centers.
➂ Investors include Samsung Securities, AFW Partners, and LG Electronics among others.
➀ Pat Gelsinger has announced his retirement from his position as CEO of Intel; ➁ The retirement is effective December 1, 2024; ➂ Intel's board named interim co-CEOs David Zinsner and Michelle Johnston Holthaus while searching for a replacement.
➀ Japan is allocating an additional ¥1.5 trillion ($9.9 billion) for chip and AI development, including funding for Rapidus Corp's moonshot foundry project.
➁ The budget includes ¥1.05 trillion for next-generation chips and quantum computer research, and ¥471.4 billion for domestic advanced chip production.
➂ Prime Minister Shigeru Ishiba has pledged over ¥10 trillion in support for chips and AI by fiscal 2030, emphasizing the importance of domestic semiconductor production for economic security.
➀ Intel faces significant challenges, including stock price drops, layoffs, and CPU controversies. ➁ The company plans to spin off its Foundry division but will need to maintain control due to the $7.86 billion CHIPS Act deal with the U.S. government. ➃ Intel's CHIPS Act deal includes a 'change of control' restriction requiring Intel to retain 50.1% control or ownership of its Foundry business.
➀ WebScreen is an open-source mini display project designed for those without the space or desire to use multiple monitors. ➁ It features an AMOLED display and a webcam-style mount. ➂ The device is compact and can be used to display notifications and stats without the need for a full second monitor.
1. Microsoft's essential products and consistent revenue growth justify its premium valuation, making it a cautious buy despite a slim margin of safety. 2. Sustained growth driven by strong management and capital allocation, with a 10-year revenue CAGR of 10.9% and significant expansion in all business lines. 3. Current valuation reflects expected growth, but potential positive surprises in cloud revenue and AI integration could enhance returns. 4. Despite competition and regulatory risks, Microsoft's robust business model and diversified growth make it a reliable and a cautious buy.
➀ Dr. Yunji Corcoran discusses her extensive experience in the power semiconductor field; ➁ SMC Diode Solutions' focus on power conversion and efficiency solutions; ➂ The company's differentiation through advanced technology, customer service, and R&D.
➀ The majority of Germans believe it is 'important' or 'very important' to consider the environmental impact of digitalization; ➁ The DBU has conducted a survey indicating that nearly all aspects of life are affected by digitalization; ➂ Concerns are raised about the potential negative environmental consequences of digital technologies, such as increased electronic waste and energy consumption.
➀ Intel CEO Pat Gelsinger visits Elon Musk’s Memphis data center and praises the deployment of Xeon processors; ➁ xAI team is commended for building the AI head node in a short amount of time; ➂ Intel’s financial struggles and its attempt to regain market share with Xeon chips are discussed.
➀ The FH Kiel has opened a new teaching laboratory equipped with modern devices like 3D printers and laser cutters. Students can explore their knowledge and skills in MINT fields for free. ➁ The lab's concept includes interdisciplinary educational programs and practical study modules like mechatronics projects. ➂ The lab complements the FH Kiel's youth campus, providing a space for students to gain practical experience and meet role models among students.
➀ Samsung's annual reshuffle is centered on its chip division; ➁ The company is facing a crisis as concerns over the division's future grow; ➂ Samsung announced new presidents for the Device Solutions division.
➀ Introduces the best 3D printers for children and teenagers; ➁ Discusses the benefits of 3D printing for young learners; ➂ Reviews specific models like Bambu Lab A1 Mini, ToyBox, and AOSEED X-Maker, highlighting their features and suitability for kids and teens.
➀ OpenAI is considering developing a web browser to compete with Google's Chrome; ➁ The browser will integrate AI chatbot and search features; ➂ OpenAI is in talks with developers and exploring partnerships, including with Samsung.
➀ Since September 24th, the A-share market has seen a strong rebound, with the computer sector up by 52%, far ahead of other industries.
➁ ZKGD's stock price has surged over 100% in the same period, surpassing 100 billion RMB in market value, setting a new record.
➂ ZKGD's revenue for the first three quarters of this year was 80.4 billion RMB, a year-on-year increase of 3.65%, while net profit was 7.7 billion RMB, up 2.57%.
➃ ZKGD's profitability has been growing, but its revenue growth rate has slowed down significantly.
➄ ZKGD's future growth prospects are uncertain due to the challenges in the server market and the impact of the US entity list.
➅ The company's market value may be overvalued given its current performance and growth prospects.
➀ Sandeep Kumar discusses his extensive experience in technology and leadership positions in high-growth companies; ➁ L&T Semiconductor Technologies Ltd. focuses on designing smart semiconductor devices for global markets; ➂ The company addresses the technology transformation in sectors like mobility, industrial, and energy.