Silicon Labs Announces Third Quarter 2024 Earnings Webcast
Will HBM be in surplus next year? Where is the DRAM downturn cycle at? Goldman Sachs details the core issues of chip.
Goldman Sachs believes that HBM will be in short supply next year, especially with SK Hynix's leading position in the AI memory market, the supply and demand will remain tight until 2025; while DRAM is expected to undergo a mid-cycle inventory adjustment in the coming quarters.
Express News | Global semiconductor sales in August increased by 20.6%, reaching a record high for a single month.
ASML's performance has plummeted, with orders only half of market expectations, leading to a downward revision of next year's sales target.
ASML Holding's net sales in the third quarter were 7.47 billion euros, with analysts expecting 7.17 billion euros. Third-quarter orders were 2.63 billion euros, with analysts expecting 5.39 billion euros.
Silicon Labs And Kudelski IoT Partner To Accelerate Matter Device Certification, A New Solution To Accelerate The Time To Market For Matter-Certified IoT Devices
Silicon Labs and Kudelski IoT Partner to Accelerate Matter Device Certification
Silicon Labs Series 3 Platform Guides the IoT Evolution
U.S. stock market morning session | Nasdaq, S&P turned from decline to rise intraday; semiconductor sector strong increase, nvidia, AMD rose nearly 4%
As of the press time, the Dow Jones fell by 0.24%, the Nasdaq rose by 0.20%, and the s&p 500 rose by 0.02%.
Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global semiconductor stocks partying together.
①This Thursday, global chip stocks enjoyed a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. Unsponsored ADR also reported bullish news, driving the chip stock prices in the USA, Japan, South Korea, and Europe to generally rise; ②In sharp contrast to the continuous good news, half a month ago, Morgan Stanley released a bearish report titled "Winter is Coming".
taiwan semiconductor packaging, crazy expansion
To meet the capacity demands for advanced packaging of AI servers, Taiwan Semiconductor is gearing up.
Express News | The surge in demand for AI may once again lead to a global shortage of semiconductors.
Will the AI industry scale expand exponentially? Bain expects to create a trillion-dollar market within 3 years.
①Bain & Company wrote in a recent report that by 2027, the market size of artificial intelligence will reach a staggering $990 billion; ②This growth is benefiting from higher utilization by businesses and governments, as AI is currently beyond the experimental stage and is becoming widespread in various business areas; ③Bain points out that the rapid growth in demand for AI products will bring pressure to the component supply chain.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
Silicon Laboratories (NASDAQ:SLAB) Adds US$128m to Market Cap in the Past 7 Days, Though Investors From Three Years Ago Are Still Down 25%
Is Silicon Valley under a "tight curse"? California, USA, passed three artificial intelligence governance bills.
On Tuesday, the state of California in the United States, where Silicon Valley is located, passed three artificial intelligence bills, mainly focusing on regulating fake news in elections and artist portrait rights. SB 1047, which has sparked opposition in the industry, is still on the governor's desk, and the governor says it needs to be evaluated more carefully.
Shares of Semiconductor Stocks Are Trading Lower Amid Overall Market Weakness. A Drop in the Price of NVIDIA May Weigh Down the Sector.
Silicon Labs' Bluetooth Channel Sounding Provides Sub-Meter Accuracy to Drive Secure Fine Ranging
Global semiconductor demand rebounds! South Korea's chip exports in August surged 39% year-on-year.
①Data released by South Korea Customs on Sunday showed that South Korea's export growth rate in August has recovered to double digits, with chip exports increasing nearly 39% year-on-year. ②As a "canary" in the global economy, the growth of South Korea's export data not only signals a recovery in the global economic outlook but also reflects the strong demand for technology products worldwide.
"AI unicorn" CEO: The future of AI will be similar to the photovoltaic industry.
Taking the photovoltaic industry as an example, Amodei believes that even if a technology becomes very important and widely used in the market, it may still be difficult to bring high profits to a single company, and high commercialization can limit the company's profit potential. Similar to the photovoltaic industry, the market size of AI technology may also be very large, but the difficulty of making profits from it may also be very high, and the issue of profit distribution among different participants is also very complex.
Silicon Labs to Participate at Upcoming Investor Conferences