Truist Raises Price Target on NXP Semiconductors to $264 From $252, Keeps Buy Rating
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
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.
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
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
NXP Semiconductors (NXPI) Beats Stock Market Upswing: What Investors Need to Know
Semi Stocks Rise Helps Propel Nasdaq Above 20,000 Points
Chips Mostly Lower as Investors Await Key Results From Broadcom
Deutsche Bank's outlook for the semiconductors in 2025: The pattern of "ice and fire" continues, bullish on nxp semiconductors, broadcom, and others.
Companies related to ai are experiencing strong growth, while the performance of other companies is uneven.
Stocks With Best Odds of Risk-adjusted Returns Deserve Attention: Goldman Sachs
NXP Semiconductors, Broadcom Among Deutsche Bank's Chip Stocks for 2025
Express News | All three major U.S. stock indexes closed lower, with the Dow Jones down 0.55%, Nasdaq down 0.18%, and the s&p 500 index down 0.19%. Chip stocks broadly fell, with intel and microchip technology dropping over 5%, and nxp semiconductors and Arm Holdings de
The auto chip market is crossing the cold winter.
On December 4th, World Advanced and $nxp semiconductors (NXPI.US)$ held the groundbreaking ceremony for the 12-inch (300mm) wafer fab of the VSMC joint venture, established in September 2024, in Tampines, Singapore. At the ceremony, nxp semiconductors Executive Vice President Andy Micallef revealed plans to establish a chip supply chain in china for customers. Micallef stated that china has the largest electric vehicle and telecommunications market in the world, and nxp semiconductors is trying to find a way to serve international clients that need production capacity from china. Public information shows that nxp semiconductors has a facility in tianjin.
China restricts the export of rare metals, what does this mean for US chip stocks?
According to the estimates of the United States Geological Survey, if China completely bans the export of gallium and germanium, it may cause a loss of 3.4 billion US dollars to the USA GDP, with the semiconductor infrastructure industry accounting for over 40% of the net loss.
The giants are high-profile in giving out money, the AI arms race is in full swing, US chip stocks are all rising, is it likely to spark a new round of AI market?
The competition among technology giants for AI hardware has intensified. This week, amazon announced plans to build the world's largest AI computing cluster, followed by meta's announcement of a $10 billion AI datacenter, and news from xAI, owned by Musk, about its plan to expand its supercomputer project tenfold...
Sector Update: Tech Stocks Advance Premarket Wednesday
nxp semiconductors (NXPI.US) and taiwan semiconductor (TSM.US) have officially broken ground on a joint chip manufacturing plant in Singapore.
Nxp semiconductors and the joint venture with GlobalFoundries have broken ground on the Singapore factory, which may expand in scale.
Express News | The spokesperson for the China Council for the Promotion of International Trade answered reporters' questions regarding the U.S. side's release of export control measures on semiconductors to China.
The year marks a turning point for iPhone, what does it mean for the supply chain?
Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.
NXP Semiconductors, Vanguard International Joint Venture Breaks Ground at New Facility in Singapore