Recent #technology news in the semiconductor industry

8 months ago
1. AMD's stock decline from $211 to $99 seems excessive; 2. Wall Street analysts remain bullish, while Seeking Alpha analysts offer more moderate optimism; 3. AMD's diversified business includes Data Center, Client, Gaming, and Embedded segments, with Data Center showing the most promise; 4. Financially strong, AMD expects high double-digit growth in revenue and EPS; 5. Fair Value estimated at $129.1, suggesting a 30% upside.
GrowthValuationtechnology
8 months ago

➀ This article takes us back to 64 years ago when Electronics Weekly featured IBM's technique for storing 100kbits.

➁ The story, published on September 7th, 1960, highlighted a significant milestone in data storage technology.

➂ It serves as a reminder of the evolution of technology over the years.

Memory Laneelectronicsibmtechnology
8 months ago

➀ The European power supply system is undergoing a transformation due to the energy transition, with more and more facilities feeding into the decentralized power grid through power electronics.

➁ The InterSCADA project aims to develop a modular SCADA platform that will help grid operators across Europe maintain system stability in increasingly hybrid AC/DC power grids.

➂ The platform is designed to be flexible and adaptable to dynamic network situations, and will be tested in four European countries to ensure its replicability in diverse geographical environments and regulatory and technical requirements.

European Unionenergyopen sourcerenewable energytechnology
8 months ago
1. Nvidia's strong 2024 growth is overshadowed by concerns about its long-term value with its near $3 trillion market cap; 2. CEO's optimistic AI compute demand projections may not lead to sustained revenue/profit growth; 3. Diversification into new businesses may be ill-fated, as tech giants' historical attempts often fail to generate significant profits; 4. Management's emphasis on new ventures raises concerns about the core business strength and long-term growth risks.
earnings reportstock markettechnology
8 months ago
1. Dell Technologies faces competitive pressure and a prolonged PC refresh cycle, impacting financials; 2. Despite revenue challenges, Dell's consistent EPS growth and disciplined expense control present attractive trading opportunities; 3. Valuation suggests a favorable entry point, with potential stock price upside to $140 if AI and data center modernization trends remain positive and PC demand rebounds.
Market TrendsStock Analysistechnology
8 months ago

➀ Apple's AI-powered Siri update, initially planned for iOS 19, has been delayed, highlighting Apple's struggles in AI development.

➁ The integration of advanced AI features is behind schedule, with a modernized Siri not expected until iOS 20 in 2027.

➂ Competitors have surpassed Apple, and internal challenges, including leadership and resource issues, hinder progress.

AIAI DevelopmentAlexaAppleChatGPTGrokInnovationLLMSiriiOS 19iOS 20technology
8 months ago

➀ The Technical University of Darmstadt has introduced a state-of-the-art humanoid robot, TALOS, to its research portfolio, marking the launch of the new Laboratory for Humanoid Robotics.

➁ TALOS, from Pal Robotics, is a versatile robot capable of handling heavy objects, climbing stairs, and interacting with humans and mechanical colleagues.

➂ The robot is equipped with advanced sensors and computing power, including an AI accelerator, to perform complex tasks and movements.

AIEngineeringMotor ControlSensor Technologyartificial intelligenceeducationinnovationresearchroboticstechnology
8 months ago

➀ The joint venture between Huawei and Xiaomi has developed the V6s and V8s super motors;

➁ Hunan Huaxiang United Power System Co., Ltd., a hidden champion in the industry with annual revenue exceeding 9 billion yuan, is preparing for an IPO;

➂ Founder Zhu Xingming, the former richest man in Yueyang, has a personal fortune of 13 billion yuan and is listed at 388th in the 2024 Hurun Rich List.

Automotive IndustryIPOtechnology
8 months ago

➀ SkyWater Technology has entered into an agreement with Infineon Technologies AG to purchase Infineon's 200 mm fab in Austin, Texas, known as Fab 25.

➁ The acquisition includes a corresponding long-term supply agreement.

➂ SkyWater plans to operate the fab as a foundry to expand U.S. foundry capacity for foundational chips.

InfineonSkyWaterfabfoundrysemiconductortechnology
8 months ago

➀ The inauguration of President Trump last month appears to have had a transformative effect on our government.

➁ The new US administration’s robust attitude to AI has found a responsive cord in the hearts and minds of our ministers.

➂ A bill proposing safeguards for AI programmes was proposed but delayed until summer.

AI Developmenttechnology
8 months ago
1. Super Micro Computer has regained NASDAQ compliance, leading to a 20% stock surge; 2. The company remains undervalued with significant growth potential in AI datacenter builds; 3. Supermicro 4.0 initiative aims to reduce data center build times, enhancing operational efficiency and revenue targets; 4. With a strong backlog, aggressive ramp-ups, and strategic investments, SMCI is poised for a 100% upside, making it a Strong Buy.
Market RecoveryStock Analysistechnology
8 months ago

➀ MSquare Technology has achieved significant milestones in Chiplet technology with the launch of the ML100 IO Die.

➁ The company faced challenges in 2024 due to macroeconomic factors and technical hurdles but turned them into growth opportunities.

➂ MSquare's solutions are addressing the rapid expansion of AI and data centers with innovative Chiplet solutions.

AIChipletDeep LearningHigh Performance ComputingInnovationMSquare TechnologySEMICONDUCTORdata centerstechnology
8 months ago

➀ Intel announced that the first two of the cutting-edge lithography machines are being produced in its factory, with early data showing they are more reliable than earlier models.

➁ Intel used ASML's high numerical aperture (NA) lithography machines to produce 30,000 wafers in a quarter, which can produce thousands of computing chips.

➂ Intel plans to use the High NA machines to help develop the so-called 18A manufacturing technology, which is scheduled for mass production later this year with the next generation of PC chips.

semiconductortechnology