NXP: TTTech Auto Deal Is Next Big Step in Journey to Become Leading Provider of Intelligent Edge Systems in Automotive and Industrial IoT >NXPI
Express News | NXP Semiconductors: TTTech Auto and its management team, IP, Assets, and approximately 1,100 engineers will join NXP Semiconductors' Autos Business team.
Express News | Nxp Will Add Software Maker Tttech to Its Automotive Business
Express News | Dutch Chipmaker Nxp to Buy Austria's Tttech Auto for $625 Mln
What happened? Global chip stocks have collectively surged, with NVIDIA and Taiwan Semiconductor both reaching new closing highs.
NVIDIA's intraday stock price has broken through $150 for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA seeing a broad rise. The demand for AI stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main driver for leading chip stocks. At the same time, Microsoft and OpenAI have both released bullish signals for AI demand, and the market is also looking forward to Jensen Huang's significant speech on Monday, which has boosted sentiment.
Sector Update: Tech Stocks Gain Late Afternoon
Sector Update: Tech
Market Chatter: NXP Semiconductors Expects Up to 10% of Revenue From India in 3 to 5 Years
Citi Says Avoid These Stocks in '25; SA Quant Ratings Says Not so Fast
Nvidia, Micron Lead Charge as Semi Stocks Climb Higher on Foxconn's Record Revenue
U.S. chip stocks rose before the market opens! NVIDIA's new generation of graphics cards leads the way, and a wave of AIPC chip products is expected to be unveiled at the CES exhibition.
① NVIDIA CEO Jensen Huang will deliver the opening speech at CES 2025, where the GeForce RTX 50 series graphics cards may be released; ② At that time, Intel and AMD are also expected to launch AIPC related products; ③ Brokerage opinions suggest that chip manufacturers are actively promoting the iteration of AIPC chips, and the industry as a whole has reached the stage of exploring user experience.
NXP Semiconductors Insiders Sell US$12m Of Stock, Possibly Signalling Caution
Shares of Semiconductor Stocks Are Trading Lower After Experiencing Strong Gains in 2024.
NXP Semiconductors N.V. (NXPI) Slid in Q3 Despite Reporting Results In Line With Expectations
Express News | Strengthening the Chinese chip supply chain through increased cooperation between China and Europe.
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.
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
NXP Semiconductors N.V. (NXPI): A Bull Case Theory
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.