TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.
TSMC Says 'A16' Chipmaking Tech to Arrive in 2026, Setting up Showdown With Intel
(Reuters) - Taiwan Semiconductor Manufacturing Co said on Wednesday that a new chip manufacturing technology called "A16" will enter production in the second half of 2026, setting up a showdown with l
Unusual Options| Why INTC would decrease one more week?
One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c
$SMCI CFO in December talking about their AI-led growth:
$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: "So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago"Image
TSMC is always collaborate with customer , research and development most advance chip. No exceptions for upcoming A16 chip. The A16 Bionic is a mobile system on a chip (SoC) designed by Apple and manufactured by TSMC. It's the latest generation chip powering Apple iPhone. Apple claims it's the fastest smartphone chip on the market, Manufacturing by TSMC. Built on a 4-nanometer (nm) process, allowing for more transistors to be packed into a smaller space, leading to potential efficiency improvements.
Nvidia ai data Center chip leading edge smash revenue in q1
Nvidia Stock Rises over 2% As Evercore ISI Initiates Nvidia As Outperform
Nvidia stock rises over 2% in morning trading as Evercore ISI initiates Nvidia as outperform.Evercore said Nvidia is an “ecosystem play, not a semiconductor company.”“We think investors underestimate
$SMCI CFO in December talking about their AI-led growth:
$SUPER MICRO COMPUTER INC(SMCI)$ I CFO in December talking about their AI-led growth: "So this kind of increase in demand, which was largely led by AI, because we were first to market with a complete set of AI solutions. In fact, our CEO, developed a supercomputer for Jensen Huang, $NVDA CEO, ~10 years ago"Image
Unusual Options| Why INTC would decrease one more week?
One of the most disappointing chip stocks last week was $Intel(INTC)$ The financial report was okay, but the expectation was disappointing. The key issue was the underperformance in the data center business, which directly benefits from the AI industry, leading to market abandonment. Fortunately, it did not drag down the entire chip sector.From an investor's perspective, it can be viewed as follows:1. The AI industry is booming, but if INTC is not performing well, its market share will be further eroded.2. Consequently, the "reverse" synergy effect may lead to abandonment of its core chip business by customers, resulting in even worse expectations.Therefore, the 11% plunge is seen by the market as just the beginning. Instead of allocating to the c
re-stocking demand "may" pick up... the keyword is "may". Then what about profit margins?
TSMC's Q4 Profit to Slide 23%, Focus on Rebounding Demand This Year
Taiwan Semiconductor Manufacturing Co Ltd is expected to report a 23% drop in fourth-quarter profit on Thursday, but analysts predict better growth this year on the back of rebounding demand.The likel
Not sure this was the best move tbh. Let's see how it goes in the next 3 months
Intel Appoints Outsider Hotard to Head Crucial Data Center Unit
Intel Corp. appointed Hewlett Packard Enterprise Co. executive Justin Hotard to head its data center and artificial intelligence group, bringing in an outsider to run a division crucial to the chipmak
If to choose only one which counter will you go for?
Why Nvidia, AMD, and Intel Will Be Hot Stock Stories in 2024
This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with:. Nine years ago I had never heard of Nvidia before. I am not proud of this seeing as I like to eat, sleep, and breathe investing. The company just wasn't on my radar screen, what can I say.It wasn't until my former boss Jim Cramer began discussing the company's chip advancements every day inside TheStreet's HQ that I started digging into the company, in part to hold an intelligent conversation with the Big Guy and write stories for him. Jim was so far out ahead of the Nvidia story, heck of a call.Wall Street analysts on average forecast Nvidia's earnings will grow nearly 70% over the next year . And Nvidia's trailing 12 month price-to-earnings ratio of 64 is almost triple the S&P 500's.Meantime, Intel has begun to spring back to life under CEO Pat Gelsinger after a
Why Did Arm and AMD Fell Over 5% on Tuesday? Blame Tech Sell off, Politics
Arm Holdings (NASDAQ: ARM) and AMD (NASDAQ: AMD) shares fell sharply on Tuesday amid a broader sell-off in tech stocks and concerns about ongoing geopolitical issues in the semiconductor industry.ARM
informative read. AMD poses as a strong contender to Intel. Intel has lost aura
AMD: The Road To $190 By 2025
Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS.Strategic acquisitions and partnerships, such
What's point of buying if no dividend declared after so many years?
AMD Projects $45B AI Chip Market In 2023: Analysts Say Chipmaker Maturing Fast After GPU Launch
ZINGER KEY POINTSAdvanced Micro Devices launches Instinct MI300X Data Center GPU targeting AI and ML workloads.AMD increases its 2027 data center accelerator TAM from around $150bn to around $400bn.Ad
Nvidia Corporation reported better than expected results for FQ3, driven by strong demand for AI chips in its Data Center business.The company beat both top and bottom line estimates, with revenues coming in $2.0B higher than expected.Nvidia's gross margins exceeded 70% and showed a significant improvement compared to the previous year, indicating successful growth translation.Nvidia's AI Foundry and generative AI are catalysts for growth.However, the market appears to be losing interest in Nvidia, creating sentiment risks. Shares remain widely overpriced. BING-JHEN HONG Nvidia Corporation reported much better than expected results for its fiscal third quarter last Tuesday. The chipmaker is seeing a massive acceleration of its revenue growth due to a strong showing in the Data Center business and benefited from a massive up-lift in gross margins that I previously did not expect. Although the gross margin picture has changed for the better and the company has a huge opportunity in ge
AMD Is Poised for Huge AI Growth in 2024 and the Stock Market Is Paying Attention
AMD appears confident it can rival Nvidia and Intel. Luckily for AMD, the shortage of Nvidia GPUs in the market has created a void and plenty of hungry partners.Many of my recent opinion pieces on MarketWatch have centered around the world of AI and how computing companies including AMD , Nvidia and Intel are addressing it. Sometimes I field questions asking me why, or if, I think the AI revolution is really just a fad?AMD was under similar pressure from its investors: Is growth in the AI space really something that is sustainable and will bring value to shareholders?Nvidia did announce the H200 just last month with up to 141GB of memory and better overall performance, but it isn't available for testing yet so AMD couldn't run any comparisons.