Recent #technology news in the semiconductor industry

8 months ago

➀ Deepseek's popularity has ignited excitement in the secondary market for edge AI, boosting the stock prices of companies like Rockchip.

➁ Rockchip's founder Li Min's wealth has surged to 10 billion yuan, with a direct and indirect shareholding of 42.3361% in Rockchip, valued at about 32.9 billion yuan.

➂ Rockchip has transformed from audio and video chips to AIoT chips, becoming one of the most diverse AIoT product line vendors in China.

entrepreneurshipstock markettechnology
8 months ago

➀ Leonardo highlighted increased employment at its UK sites, with 1,400 new hires in 2024, including 450 in early careers schemes.

➁ The company reported significant growth in orders, revenues, and EBITA over the last 12 months.

➂ Leonardo emphasized its role in the global Aerospace, Defense, and Security industry, with a focus on sustainability and young talent attraction.

AIEmploymentR&DUKresearchsecuritytechnology
9 months ago
1. Nvidia is the top stock pick for 2025 with exceptional growth potential and a 26% discount based on its PEGY ratio of 0.66. 2. Nvidia's EPS growth is projected at 52% for 2025 and 25% for 2026, with potential for higher gains due to supply constraints. 3. Nvidia is transitioning to a GPU utility with subscription-based sales, potentially maintaining a 20-25% growth rate for the next decade.
Investment Opportunitiestechnology
9 months ago
1. Google remains dominant in search and is well-positioned to lead in AI, leveraging its ecosystem, data, and financial strength; 2. Despite AI's rise, Google's search business continues to grow, driven by increasing global internet users and higher revenue per user; 3. Google's extensive ecosystem and vast data resources provide a competitive edge in integrating AI across multiple products, enhancing user experience and monetization.
AIinvestmenttechnology
9 months ago

➀ Samsung's LPDDR5-Ultra-Pro further solidifies its position in the LPDDR6 domain.

➁ Samsung has introduced an extension to the LPDDR5 specification at the ISSCC, raising data transfer rates to 12,700 MT/s (12.7 GT/s) through the addition of four-phase self-calibration and AC coupling transmitter-receiver equalization.

➂ The fastest LPDDR5X by Samsung features a 12,700 MT/s data transfer rate and is a 16 Gb memory IC with an industry-standard voltage of 1.05V, manufactured using the company's fifth-generation 10nm-class DRAM manufacturing process.

Samsungmemorytechnology
9 months ago

Kioxia has unveiled its 10th generation 332-layer 3D NAND flash memory technology, offering up to 33% better performance and enhanced bit density, interface speeds, and power efficiency compared to its 8th generation ICs.

The new technology features a CMOS directly Bonded to Array (CBA) and Toggle DDR6.0 interface, enabling a 4.8 GB/s NAND interface speed.

While the 322-layer design is not yet at the company's goal of a 1,000-layer 3D NAND by 2027, it still represents a significant advancement in bit density by 59% and power efficiency improvements.

3D NANDKioxiaNAND flashmemorysemiconductortechnology
9 months ago

Fraunhofer Heinrich-Hertz-Institut (HHI) has initiated the SUSTAINET project, a €30 million research effort to develop sustainable and resilient network technologies. The project, running from January 2025 to December 2027, aims to integrate fiber optics, radio, and mobile networks to improve network availability and sustainability. It is divided into three sub-projects focusing on advanced technologies, intelligent solutions, and sustainable network architectures.

Fraunhofer HHINetworkingSignal processingartificial intelligencecommunicationenergy efficiencyresearchsustainabilitytechnology
9 months ago
1. AMD's recent earnings report fell short of Wall Street expectations due to lower-than-expected Data Center sales. 2. Despite a 69% YoY growth in data center revenue, it missed the consensus estimate of $4.14 billion. 3. AMD's management has announced the early launch of MI350 chips to boost sales momentum. 4. AMD stock has dropped nearly 50% since its peak in early 2024, making it an attractive bet if the company can exceed AI chip sales expectations.
investmentsemiconductortechnology
9 months ago

➀ Dr. Wang Huanyu, a professor at Huazhong University of Science and Technology, has returned to China to join the School of Integrated Circuits as a professor and Ph.D. supervisor after working at Apple Inc. in the United States.

➁ Wang obtained his bachelor's degree from Huazhong University of Science and Technology in 2014, his master's degree from Northwestern University in the United States in 2015, and his Ph.D. from the University of Florida in 2021.

➂ Wang's research focuses on hardware security design of integrated circuits and EDA automation. He has worked and interned at companies such as Lawrence Berkeley National Laboratory, Qualcomm, and Synopsys in the United States.

technology
9 months ago

➀ This article lists the ten most technologically advanced countries in the world as identified by the Union Public Service Commission (UPSC).

➁ The countries include Japan, South Korea, the United States, Germany, China, Singapore, Sweden, Switzerland, the United Kingdom, and Finland.

➂ The article does not provide a detailed analysis of each country's technological advancements but highlights their overall technological capabilities.

ChinaFinlandGermanyJapanSingaporeSouth KoreaSwitzerlandtechnology
9 months ago
1. VRT achieved a 25.8% YoY topline growth in Q4 2024, driven by strong demand in EMEA and double-digit growth in Americas and APAC; 2. Robust demand, elevated backlog levels, and significant AI-driven investments are expected to sustain VRT's growth momentum into FY25 and beyond; 3. Anticipated volume growth and operational improvements are expected to drive margin growth.
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