1. Intel reported a good yearly result despite the glut in traditional semiconductor segments and limited exposure to AI. 2. Intel Products' CCG experienced a revenue decline YoY due to competition, which is concerning as new entrants are expected to increase competition. 3. Intel Foundry is a future growth driver but will take time due to the long product cycle and experience curve associated with 18A. 4. At the current share price of around $19, investors are getting half the intrinsic value of the Product team for free.
Recent #technology news in the semiconductor industry
1. Nvidia's stock dropped 17% following news of DeepSeek's cost-effective AI model, raising concerns about AI CAPEX spending and the valuation of US tech companies. 2. Despite the market's reaction, the author remains bullish on Nvidia, highlighting its technological advantage and aggressive product cycles. 3. DeepSeek's claims may be exaggerated, but Nvidia's long-term growth prospects remain strong with expected revenue growth and high net margins. 4. The AI race is intensifying, benefiting NVDA as CAPEX spending on AI infrastructure continues to rise, presenting a buying opportunity.
➀ NASA的SPHEREx太空望远镜在完成环境测试后在科罗拉多州博尔德的BAE系统公司进行了拍摄；
➁ 该望远镜由BAE系统公司制造，韩国天文学和空间科学研究所提供了非飞行低温测试室；
➂ SPHEREx的目的是进行首次全天空光谱调查，收集超过4.5亿个星系和1亿颗银河系恒星的数据，以探索宇宙的起源。
1. Meta Platforms has shown impressive growth with a 33% increase in stock value and strong financial results; 2. Despite the positive performance, the stock is overvalued with a high valuation multiple of 30; 3. Meta's revenue growth is driven by increased ad prices and impressions, but future growth depends on new revenue streams like Threads and AI glasses.
Oliver Zielinski, Director of the Leibniz Institute for Baltic Sea Research Warnemünde (IOW), has been appointed to the German Science and Humanities Council (WR) on February 1, 2025. Zielinski's research focuses on the environmental physics of marine ecosystems, particularly in the field of autonomous sensor systems and marine observatories. He emphasizes the importance of interdisciplinary research and the transfer of scientific findings to society.
1. Intel reported better-than-expected Q4 earnings, with shares surging 3.7% in after-hours trading; 2. The company's Q1'25 revenue outlook missed expectations but only slightly; 3. Intel's valuation remains attractive with a forward P/E ratio of 12X, suggesting a high safety margin.
1. Microsoft's Q2 2025 results beat estimates with 12% revenue and 10% EPS growth YoY, driven by strong cloud and AI performance. 2. Concerns arise over Microsoft's $80 billion CAPEX plan for 2025, questioning its effectiveness in building a sustainable competitive advantage in AI. 3. Valuation appears stretched, with a target price of $394 assigned, maintaining a 'Hold' rating.
➀ Apple has reportedly canceled plans to develop advanced AR glasses that would have connected to iPhones and Macs.
➁ The decision comes after poor performance in executive reviews and follows the failure of the Vision Pro headset.
➂ Meta continues to progress with its AR glasses, aiming for a 2027 release.
➀ Computers began to sing 63 years ago with IBM's 7094 being the first warbling data cruncher;
➁ The 7094 sang a tune;
➂ The article discusses the significance of this event in the history of computers.
➀ Philips launches the GamePix 900, its first dedicated gaming projector, with high-end specifications and good value; ➁ The projector offers 4K resolution, 1440p at 120Hz, and 1080p at 240 Hz refresh rate, with a claimed input lag of 6 ms at 240 Hz; ➂ The GamePix 900 features a 120-inch display with HDR10 support, 95% Rec. 709 color space coverage, and three gaming modes for different genres.
➀ Researchers from Tohoku University have identified a new acoustic wave propagation phenomenon with potential applications in communication technology;
➁ The study involves the use of a nano-patterned array of ferromagnets to achieve a nonreciprocal diffraction pattern;
➂ This finding could lead to the development of next-generation acoustic components for communication systems.
1. Nebius Group N.V. is a strong buy after a 40% drop, poised to benefit from the AI revolution despite the DeepSeek selloff. 2. Nebius offers full-stack AI solutions with top-tier performance and has significant stakes in AI-related businesses. 3. The financial outlook is promising with projected AI revenues up to $700 million by 2025 and a strong cash position with no debt.
1. Meta's shares have surged 11.70% in three months, driven by strong AI investments, particularly in their Meta ads division; 2. Despite concerns about the new DeepSeek model, it presents a net positive opportunity for Meta to reduce CapEx and increase efficiency; 3. Analysts are optimistic about Meta's Q4 earnings, with significant EPS and revenue growth expected, supported by upward revisions.
➀ The IVAM Hightech Summit 2025 will be held on May 21-22, 2025, at the Signal Iduna Park in Dortmund, Germany.
➁ The summit will celebrate the 30th anniversary of the IVAM association for microtechnology and will feature an extensive conference program, technical exhibition, networking events, and strategic discussions.
➂ The event aims to foster direct exchanges along the entire value chain, promoting valuable business partnerships and showcasing innovations from young companies and technology firms.
1. ASML has held onto its November lows; 2. The AI compute debate is intense; 3. TSMC's CapEx outlook and AI revenue projections are positive; 4. President Trump's partnership with Stargate is a positive step; 5. ASML investors should capitalize on the recovery.
1. ASML's role in semiconductor manufacturing is crucial, driven by AI advancements, making it a key player with significant growth potential despite geopolitical challenges; 2. Open-source AI models like DeepSeek-R1 democratize AI, increasing demand for advanced chips and benefiting ASML's specialized EUV lithography tools; 3. ASML's robust financials, including a strong installed base services segment, provide stability and growth opportunities amid cyclical semiconductor market fluctuations.
1. A lower base allows AMD to achieve a higher estimated EPS CAGR over the next five years while trading at more attractive valuation multiples. 2. AMD's AI-focused processors and new GPU releases at CES 2025 position it well against Nvidia, with potential market share gains. 3. AI PCs are expected to boost AMD's performance this year. 4. The valuation analysis shows over 27% upside potential, with AMD trading at lower multiples and expected to outperform EPS estimates in the coming quarters. 5. The author is considering increasing their current position in AMD amidst rising negativity regarding its future prospects.
➀ The article discusses the introduction of laser-equipped drones at a drone show in Ras Al Khaimah, UAE.
➁ It mentions the potential concerns and entertainment aspects of these laser drones.
➂ The information was highlighted by AV Magazine, a sister publication.
➀ Samsung has hinted at a tri-fold smartphone during its Unpacked event.
➁ The device features a large display and is set to launch in Q3 2025.
➂ Only 200,000 units are planned to be manufactured, targeting tech enthusiasts.
➀ The Fraunhofer Institute for Laser Technology ILT has established the first node for the quantum internet of the future in Aachen, Germany.
➁ This node is part of a larger project aimed at developing metropolitan scale quantum networks, connecting quantum computers and sensors securely and powerfully.
➂ The project involves multiple partners including QuTech, OPNT B.V., Element6, and TOPTICA Photonics AG, and aims to solve the repeater problem to facilitate a cross-border quantum internet.