Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
2024's 'Biggest Loses' That Could See Reversal in 2025
A retrospective on the OpenAI series of conferences: From tools to AGI, the evolution of OpenAI in 12 days.
In the first four days, the official version of o1, Sora, and Canvas were launched with great impact; after a few days of 'silence' in between, the last day directly revealed a game-changer—GPT-o3, which broke the skepticism surrounding the bottleneck in AI development.
Intel (INTC.US) is pushing to sell Altera, with several giants competing and the valuation reaching as high as 12 billion USD.
Intel is advancing the process of selling its subsidiary Altera, which has attracted interest from several private equity firms and Semiconductors manufacturers.
U.S. stock market close | The three major Indexes had mixed results, with the Dow ending a 10-day losing streak; Quantum Computing concept stocks corrected, with QUBT and Quantum down about 40%; FedEx surged more than 13% after hours.
① The Dow Jones slightly increased, while the S&P 500 Index and Nasdaq slightly decreased; ② Micron Technology dropped over 16%; ③ Nike rose more than 10% in Post-Market Trading.
Intel Said to Consider Several Investment Firms, Lattice, for Altera Unit: Report
Express News | Intel is reportedly screening the list of candidates for the next round of bidding for the ALTERA chip Business.
Bloomberg: Francisco Partners And Silver Lake Competing Alongside Lattice Semiconductor In Second Round For Altera
At US$58.55, Is It Time To Put Lattice Semiconductor Corporation (NASDAQ:LSCC) On Your Watch List?
Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.
Broadcom is迎来了 its "NVIDIA moment".
Before joining the "trillion dollar club", Broadcom's Market Cap had already reached around 800 billion USD. The rise of such a large AI Chip stock has made Wall Street think of NVIDIA.
BofA Securities Adjusts Price Target on Lattice Semiconductor to $51 From $43, Maintains Underperform Rating
BofA Securities Maintains Lattice Semiconductor(LSCC.US) With Sell Rating
Bank of America Securities Reaffirms Their Sell Rating on Lattice Semiconductor (LSCC)
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Lattice Semiconductor Corporation's (NASDAQ:LSCC) Shares Climb 25% But Its Business Is Yet to Catch Up
Cyclical Pressures Affected Lattice Semiconductor Corp (LSCC) in Q3
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
Lattice Semiconductor Shares Are Trading Higher After Multiple Firms Raised Their Respective Price Targets on the Stock,