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NXP Semiconductors Newsroom
Monolithic Power Plunges, Downgraded to Neutral After Results: Rosenblatt
Stifel Maintains NXP Semiconductors(NXPI.US) With Hold Rating, Maintains Target Price $260
NXP Semiconductors Q3 Results to Meet Targets, Weak Demand Weighs on Q4 Outlook, Oppenheimer Says
Oppenheimer Maintains NXP Semiconductors(NXPI.US) With Buy Rating, Maintains Target Price $330
Earnings Preview: NXPI to Report Financial Results Post-market on November 04
$NXP Semiconductors(NXPI.US)$ is scheduled to release its financial results post-market on November 04 ET. Earnings PreviewAnalysts estimate $NXP Semiconductors(NXPI.US)$ to post revenue of USD3.25B
Morgan Stanley Maintains NXP Semiconductors(NXPI.US) With Hold Rating, Maintains Target Price $250
Onsemi Just Reported Q3 Results. Here's Why the Stock Is Rising
Shares of Semiconductor and Chip Stocks Are Trading Higher. Strength May Be in Sympathy With Western Digital, Which Reported a Q1 Earnings Beat. Additionally, Tech Stocks May Be up Amid a Drop in Yields.
What determines the direction of chip stocks? How much more money do the cloud giants need to invest, and who has received Taiwan Semiconductor's production capacity?
The current market is focusing on the capital expenditure of cloud computing giants and the allocation of Taiwan Semiconductor's CoWoS packaging capacity. Daiwa believes that AMD seems to have reduced its CoWoS orders at Taiwan Semiconductor in 2025, but this capacity is immediately taken over by nvidia, with nvidia's demand expected to account for 63% by 2025. Capital expenditure on cloud computing is accelerating due to investment in GPU chips, and year-on-year growth is expected to peak in the first half of 2025.
Who is altair engineering? Siemens and EDA, the two giants, are competing to acquire it.
Yesterday, after rumors of PTC and Cadence's intention to acquire software company altair engineering, Siemens AG is negotiating potential trade to acquire software manufacturer altair engineering.
Nvidia and AMD Aren't the Only Chip Plays. Texas Instruments Earnings Spotlight a New Group of Stocks. -- Barrons.com
Huang Renxun "apologized": nvidia Blackwell chips had design flaws but have been fixed, can the semiconductor market driven by AI continue?
On October 23rd, nvidia CEO Jensen Huang launched a new supercomputer named Gefion in Denmark, which has 1528 GPUs and is planned to be used for drug research and development, disease diagnosis, treatment, and complex life science challenges. Huang believes, "The era of computer-aided drug research is bound to come within ten years, which will be the decade of digital biology."
GlobalFoundries and NXP to Deliver Next-Generation 22FDX Solutions for Automotive, IoT and Smart Mobile
NXP Semiconductors Announced That Its Trimension NCJ29Dx Family Is The Technology Foundation For Audi's Advanced New UWB Platform
NXP Semiconductors (NASDAQ:NXPI) Sheds 5.5% This Week, as Yearly Returns Fall More in Line With Earnings Growth
Semiconductor companies have very different fates! Are chip stocks doubling all thanks to AI?
Last week, the chip stock earnings season officially kicked off. However, taiwan semiconductor and asml holding, which released their earnings reports just one day apart, had completely different fates.
GPUs outperform CPUs, AI is changing the chip industry.
Yole predicts in its latest report that, driven by generative ai, the GPU market size is expected to reach $190 billion by 2029, twice as large as the CPU market size!
Roth MKM Is Growing Concerned About the Technology Sector
Apart from AI, all are losers! Asml holding exposes the "fierce" trend of differentiation in the chip industry.
Despite bullish signals released by AI, key markets such as personal computers and autos have yet to emerge from the winter, analysts predict that the differentiation in the chip industry will last at least until 2025. Traditional chip companies that fail to seize the AI wave will have more room for further stock price declines. Focus on the latest financial reports of Texas Instruments, Lam Research, and others this week.
Does NXP Semiconductors (NASDAQ:NXPI) Have A Healthy Balance Sheet?