Tech News This Week: Samsung Multiple Negatives. Intel Facing Reality. TSMC, Mediatek.
Tech industry facing job cuts. stable market share for Mediatek-Qualcomm in mobile, foundry top-10 sees growth in 5-4-3nm but struggles with...
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Broadcom: AI Hyper-Growth to Continue – Worries of a Slowdown Are Wrong – Positive to SK Hynix, TSMC
Broadcom strong growth potential in AI revenue continues. US$12.2bn AI revenues in FY24 , could grow to a market opportunity of $60-90bn in FY27....
414 Views
Semiconductor Sales Reaccelerating, AI Accelerators Accelerating: AMD, AVGO, NVDA, SK Hynix, TSMC
Semiconductor sales are re-accelerating due to AI Accelerators and related HBM memory. AMD and SK Hynix stocks are out of favor and worth...
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Tech News: Semi Revised Up, TSMC CoWoS up 3x, Hynix Speeding up for Nvidia, Intel 18A Behind TSMC N2
Semi revised up for 2024 and 2025, with AI demand exceeding expectations. Taiwan AI Server ODM revenues continue to soar. Samsung, Hynix, TSMC...
484 Views
Intel: A Graphic Novel Of A Train Wreck
Everything that could go wrong did go wrong: losing market share to AMD, no success for GPU or Gaudi, financial deterioration, and finally CFO...
433 Views