TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.
Unusual Options| Why INTC would decrease one more week?
One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c
$SMCI CFO in December talking about their AI-led growth:
$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: "So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago"Image
Not sure this was the best move tbh. Let's see how it goes in the next 3 months
Intel Appoints Outsider Hotard to Head Crucial Data Center Unit
Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak
Why Did Arm and AMD Fell Over 5% on Tuesday? Blame Tech Sell off, Politics
Arm Holdings (NASDAQ: ARM) and AMD (NASDAQ: AMD) shares fell sharply on Tuesday amid a broader sell-off in tech stocks and concerns about ongoing geopolitical issues in the semiconductor industry.ARM
Advanced Micro Devices, Inc. reported strong Q3 FY2023 results, exceeding revenue and profit expectations.Data Center and Client segments drove growth, while the Gaming segment declined but showed imp
What's point of buying if no dividend declared after so many years?
AMD Projects $45B AI Chip Market In 2023: Analysts Say Chipmaker Maturing Fast After GPU Launch
ZINGER KEY POINTSAdvanced Micro Devices launches Instinct MI300X Data Center GPU targeting AI and ML workloads.AMD increases its 2027 data center accelerator TAM from around $150bn to around $400bn.Ad
informative read. AMD poses as a strong contender to Intel. Intel has lost aura
AMD: The Road To $190 By 2025
Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such
Nvidia Corporation reported better than expected results for FQ3, driven by strong demand for AI chips in its Data Center business.The company beat both top and bottom line estimates, with revenues coming in $2.0B higher than expected.Nvidia's gross margins exceeded 70% and showed a significant improvement compared to the previous year, indicating successful growth translation.Nvidia's AI Foundry and generative AI are catalysts for growth.However, the market appears to be losing interest in Nvidia, creating sentiment risks. Shares remain widely overpriced. BING-JHEN HONG Nvidia Corporation reported much better than expected results for its fiscal third quarter last Tuesday. The chipmaker is seeing a massive acceleration of its revenue growth due to a strong showing in the Data Center business and benefited from a massive up-lift in gross margins that I previously did not expect. Although the gross margin picture has changed for the better and the company has a huge opportunity in ge
Nvidia Said to Consider Further Push Into Cloud Services Space
GPU giant Nvidia (NASDAQ:NVDA) already operates the DGX Cloud, but the Jensen Huang-led company looks to be pushing further into the cloud services space, potentially going up against the likes of Ama
TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.
Nvidia ai data Center chip leading edge smash revenue in q1
Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform
Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate
TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l
Unusual Options| Why INTC would decrease one more week?
One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c