➀ A report from Tom's Hardware suggests that datacenter GPUs have a surprisingly short lifespan of only 1 to 3 years. ➁ The lifespan is shorter than expected, which could be due to heavy use and technological advancements. ➂ This has implications for the sustainability and cost-effectiveness of datacenter operations.
Recent #technology news in the semiconductor industry
➀ Intel's CEO reportedly made a misstep that offended TSMC; ➁ The incident led to TSMC canceling a 40% discount; ➃ The discount cancellation is ahead of Intel's Q3 financial announcement.
1. ASML is currently undervalued due to a weaker 2025 outlook and is a Strong Buy for medium-term value investors comfortable with semiconductor industry cycles. 2. Despite reduced sentiment from a downward revision in sales forecasts and geopolitical risks, ASML's growth prospects remain robust due to its EUV technology monopoly. 3. ASML's valuation metrics, including an EV-to-sales ratio 19% below its five-year average, indicate significant upside potential, with an expected enterprise value increase of 30% in 12 months.
➀ Intel's third-quarter revenue is expected to show the largest decline in five quarters; ➁ The report from MoneyDJ cited by Reuters shows Intel's share price has plummeted this year; ➂ The company is falling behind in the AI race.
➀ This article introduces the 300W Wireless Power Transfer system by Microchip, designed for devices like drones and EVs, achieving over 90% efficiency with a compact design; ➁ The system uses WP300TX01 and WP300RX01 devices, suitable for various applications including power tools and drones; ➂ It includes safety features like foreign object detection and overcurrent protection, with a maximum output power of 300W and a nominal output voltage of 24V.
➀ Robert Downey Jr. threatens to sue any Hollywood executive who uses his likeness as a digital AI replica after his death; ➁ The actor expressed concerns about the use of AI technology to recreate popular actors posthumously; ➂ Downey emphasized the importance of respecting the rights of celebrities even after their death.
➀ ViewSonic introduces the new VX54 Series portable monitors; ➁ The series includes 16-inch and 17-inch models with slim profiles and lightweight designs; ➂ Full HD resolution and 144Hz refresh rate for smooth gaming experience.
1. Google faces uncertainties in its core search business due to LLM tools and regulatory challenges; 2. Despite potential disruptions from AI assistants, Google Search's revenue is expected to maintain momentum in the short term; 3. Alphabet's diverse revenue streams, including YouTube and Waymo, provide additional growth opportunities and mitigate risks associated with its core business.
➀ Charlie Sporck, a pioneer in the semiconductor industry, has passed away at the age of 96. He was instrumental in the development of fabs and manufacturing processes. At Fairchild, he was known for his leadership and innovative strategies, such as the successful counterunionization strategy.
➁ He later became the CEO of National Semiconductor, transforming it into an industry leader and pioneering assembly operations in Asia. His strategic decisions and leadership were pivotal in the growth of the semiconductor industry.
➂ Sporck was also a key figure in the Semiconductor Industry Association and Sematech, contributing to the US's process technology leadership after the Japanese challenge in the 1980s.
➀ Ge Weidong, a private equity magnate, has invested 600 million yuan in Jingjiawei's private placement;
➁ Jingjiawei's private placement raised over 3.8 billion yuan, with a subscription price of 59.91 yuan per share;
➂ Jingjiawei, a domestic GPU company, focuses on independent research and development of GPU chips, with a net profit increase of 53.28% in the first three quarters.
➀ The West Midlands Growth Company has launched a campaign to transform perceptions of the region on a global scale; ➁ The campaign focuses on selected markets and includes a regional trade mission to India; ➂ The campaign aims to attract investment and create high-value jobs in the region.
➀ TTTech and ams OSRAM produce ASICs for Aviation; ➁ The technology is part of a long-standing partnership; ➂ The products represent high-tech and innovation from Austria.
➀ President Steinmeier advocates for the strength of democracy in climate and environmental protection at the DBU Environment Prize ceremony. ➁ DBU awards the prize to researchers and innovators who contribute to environmental protection and sustainable development. ➂ The prize winners are recognized for their work in moor research, e-mobility, and climate change mitigation.
➀ The China National Nuclear Corporation (CNNC) announced that the internationally first X/γ nuclear radiation dose detection chip developed by its Institute of Nuclear Safety and Environmental Engineering Technology has achieved mass production.
➁ The chip has a range of 100nSv/h to 10mSv/h for X/γ ray dose rate and can detect energy ranging from 50keV to 2MeV. It has a size of 15mm×15mm×3mm and can operate within a temperature range of -20℃ to 50℃ with a low power consumption of 1mW.
➂ The chip has a wide application prospect and can be easily integrated into various intelligent equipment such as smartphones, tablets, smart helmets, and drones, making it suitable for radiation detection in nuclear fields and other radiation dose monitoring scenarios.
➀ Intel CEO Paul Otellini proposed buying NVIDIA for $20 billion in 2005; ➁ NVIDIA is now worth over $3.3 trillion and leads in AI; ➂ The board rejected the proposal, and Intel's current performance might not have been as successful if the acquisition had been made.
1. Adobe's AI growth drivers, margin stability, and reasonable price tag combine into a compelling package for investors; 2. Competition is a risk consideration, especially following the Figma deal's collapse; 3. Adobe's strong fundamentals, distribution advantages, and strategic positioning justify an upgrade to a positive rating.
1. Despite competition, Google is well-positioned for growth due to rising demand for large language models, with Q3 earnings likely to exceed expectations. 2. Google's valuation is attractive, with a P/E ratio of 23.58x, significantly below its historical average and the broader market. 3. The combination of its compressed valuation and the potential for a Q3 surprise could lead to a significant price surge.
➀ The Higgs Centre for Innovation in Edinburgh has relaunched its Space Testing Facility following an upgrade. The funding of £400,000 from STFC has enabled the expansion and enhancement of testing capabilities. ➁ The aim is to make the facility more accessible to space companies and technology SMEs. ➂ The centre is strategically important for the Scottish space industry, as it supports innovation and economic growth.
➀ ASML, the Dutch chip equipment manufacturer, has announced a reduction in its 2025 order forecast, causing a significant drop in its share price. ➁ The CEO of ASML suggests that despite U.S. export restrictions, China may still be capable of producing 5nm and 3nm chips. ➂ The situation reflects the ongoing competition and technological advancements in the semiconductor industry.
➀ The German Association of Engineers (VDI) celebrates the 140th anniversary of its first guideline; ➁ The VDI guidelines have become an indispensable tool for engineers since the publication of the 'Principles and Instructions for Investigations on Steam Boilers and Steam Engines' in 1884; ➂ Today, the VDI's rulebook includes over 2,200 guidelines, ensuring standardized processes, safety standards, and technical recommendations.