➀ AMD has recently released the first Zen 5 CPUs, and reports on Zen 6's release are already being shared; ➁ Zen 6 'Medusa' desktop processors are expected to be available between late 2026 and early 2027; ➂ The new processors will be based on the latest AMD socket and may introduce a new numbering system for the Ryzen desktop series.
Recent #technology news in the semiconductor industry
➀ Intel engineers are planning to implement a Linux patch that flags systems with outdated microcode as vulnerable; ➁ This comes after the recent Intel 13th and 14th Generation CPU degradation issues; ➂ The patch aims to inform users clearly about potential system vulnerabilities due to old microcode.
➀ A team from Northwestern University has developed a new wearable device that uses skin-stimulation technology to provide sensory feedback; ➁ The device uses Bluetooth technology to translate environmental information into tactile feedback; ➂ It has potential applications in gaming, virtual reality, and healthcare, especially for visually impaired individuals and prosthetic users.
➀ A new 4-inch heterostructure fabrication technology using PECVD is developed to enhance AI semiconductor performance; ➁ The technology incorporates next-generation materials like TMDc for low-power, high-performance semiconductors; ➂ The PECVD technique allows for 4-inch wafer production, supporting larger, reproducible wafers for AI semiconductor applications.
➀ NVIDIA has become the world's most valuable publicly traded company, surpassing Apple with a market cap of $3.43 trillion; ➁ NVIDIA's share price has surged 2,700% over a 5-year period, nearly tripling in 2024 alone; ➂ NVIDIA's growth is attributed to its dominance in AI hardware and its ability to capitalize on the early opportunity of AI.
➀ Elon Musk addresses rumors about Tesla's smartphone development on 'The Joe Rogan Experience'; ➁ He states that Tesla is not currently making a phone but could potentially create one; ➂ Musk emphasizes that creating a phone is not a priority unless necessary.
1. Google's Q3 earnings exceeded EPS by $0.27 and revenue by $2.05B. YouTube revenue exceeded $50B; Cloud grew 35% YoY. The stock is upgraded to Strong Buy with an expectation of 385% EV growth in 10 years. 2. Despite the threat from AI rivals like ChatGPT and the lagging Gemini, Google must enhance its AI capabilities. 3. The diversification and investments in AI and YouTube support the Strong Buy rating.
➀ Discuss the most common misconceptions about EV batteries; ➁ Explore the wireless BMS as a promising new technology in the EV industry
➀ Apple analyst Ming-Chi Kuo reveals that the cheaper version of Vision Pro is unlikely to arrive until after 2027; ➁ Apple plans to launch an upgraded M5 Apple silicon version in 2025, but it won't be significantly cheaper; ➂ The author expresses mixed feelings about the Vision Pro, highlighting its impressive technology but narrow use case and high price.
➀ Zhou Qunfei, the chairperson of Lens Technology, met with Apple's Chief Operating Officer Jeff Williams, marking their 18-year partnership since the first iPhone was equipped with a glass screen.
➁ Zhou holds 61.94% of Lens Technology's shares, with a value exceeding 60 billion yuan. Her and her husband's wealth of 63.5 billion yuan ranks first in Hunan on the Hurun Rich List.
➂ Lens Technology provides glass, metal, ceramic components, and assembly services for Apple's iPhone, iPad, Mac, and Apple Watch, with 57.8% of its 315 billion yuan sales coming from Apple in 2023.
➀ The Chancellor has accepted Ed's proposals for the digital transformation of government services, aiming for a 2% efficiency improvement. Ed is responsible for implementing this target, which involves reallocating a substantial budget. ➁ Ed's friends in the tech industry and cost accounting firm Scroogie Pratt are assisting in identifying cost-saving technology. ➂ Ed plans to expand his influence in government while benefiting from the private sector.
1. Super Micro Computer faces significant uncertainties with recent strong earnings and attractive valuation, but concerns over auditor resignation; 2. Advised against bottom fishing despite recent valuation contraction; 3. Suggests considering options to manage risks and minimize capital exposure.
➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.
➀ Nvidia's AI leadership leads to its inclusion in the Dow Jones Industrial Average, replacing Intel; ➁ Intel's financial struggles result in a massive stock price drop and layoffs; ➂ Nvidia's stock surge is attributed to the AI boom, making it the second most valuable company in the world.
1. Salesforce's Q2 FY2025 report shows a transformation and strategic urgency, especially in AI and efficiency; 2. CRM's non-GAAP operating income increased 15.5% to $3.14 billion, and its non-GAAP operating margin increased 210 basis points to 33.7%; 3. Salesforce's strategic moves, including acquisitions and product development, indicate its readiness to compete with rivals; 4. CRM's fair value today is $337.80/share, suggesting a potential growth opportunity of about 16%; 5. The analyst maintains a 'Buy' rating on CRM.
➀ Huawei's net profit for the third quarter of 2024 dropped by 70.6% year-on-year to 7.758 billion yuan;
➁ The company's revenue for the first three quarters of 2024 reached 585.9 billion yuan, with a net profit of 62.868 billion yuan;
➂ Huawei's smartphone shipments increased by 49% year-on-year in the second quarter of 2024, reaching 11.6 million units, ranking tenth globally;
➃ Huawei's smartphone shipments in China increased by 19% year-on-year in the third quarter, ranking fifth in the Chinese market.
➀ Sondrel, a leading technology company, announced a CEO transition; ➁ Oliver Jones will succeed John Chubb as CEO starting November 1, 2024; ➂ The transition is part of Sondrel's preparation for its next phase of growth.
➀ The article introduces Electroons 2.0, a comic-style approach to technology education; ➁ It highlights the use of humor to explain complex electronics concepts; ➂ The author, Janardhana Swamy, contributes to the content with his engaging style.
➀ PQShield explains Post-Quantum Cryptography (PQC) in a series of videos; ➁ Discusses the NIST PQC standards and their importance; ➂ Provides insights into the implementation and challenges of PQC.
➀ Huawei Founder Ren Zhengfei meets with the ICPC President, coaches, and award-winning candidates to discuss the importance of young talent and the role of technology in social development.
➁ Ren emphasizes the need for global collaboration and the exchange of ideas among young people to foster innovation and solve societal challenges.
➂ He shares insights on Huawei's global strategy, emphasizing the importance of open innovation and collaboration with international partners.