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Columns Global Chip Sales Forecast
Global chip sales are forecast to more than double to $1.2 trillion by 2030, fueled higher by Nvidia $NVIDIA (NVDA.US)$ and the rise of generative AI. $Broadcom (AVGO.US)$ $Intel (INTC.US)$ $Micron Technology (MU.US)$
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$Taiwan Semiconductor (TSM.US)$
Hey there, fellow money mavens! It's time to dive into the chip scene, where the stakes are high and the technology's hotter than a jalapeno in July! Picture this: TSMC, the big kahuna of chipmaking, is stirring up some serious buzz. They're talking about skipping out on ASML's shiny new "High NA EUV" machines for their next-gen A16 chips. Now, that's like saying, "I'll take the stairs instead of the elevator to success!" B...
Hey there, fellow money mavens! It's time to dive into the chip scene, where the stakes are high and the technology's hotter than a jalapeno in July! Picture this: TSMC, the big kahuna of chipmaking, is stirring up some serious buzz. They're talking about skipping out on ASML's shiny new "High NA EUV" machines for their next-gen A16 chips. Now, that's like saying, "I'll take the stairs instead of the elevator to success!" B...
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$Intel (INTC.US)$ has also announced latest lineup of mobile and desktop processors on Tuesday (09 Jan) at CES 2024. But it is not what we might expect for the Intel Meteor Lake launch back on 14 Dec.
Intel is releasing one last tranche of chips from its 14th-gen Raptor Lake Refresh series, including new enthusiast-grade HX-series processors for laptops and new 65W and 35W 14th-gen desktop chips designed to cater to a wide array of compu...
Intel is releasing one last tranche of chips from its 14th-gen Raptor Lake Refresh series, including new enthusiast-grade HX-series processors for laptops and new 65W and 35W 14th-gen desktop chips designed to cater to a wide array of compu...
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$Intel (INTC.US)$ appears to be planning for a comeback as shown in the stock price over the last week of trading in 2023. The company develops artificial intelligence compatible chips for personal computers, servers and other applications.
I feel that Intel stock would be interesting to watch for 2024, but if you plan to load up on Intel stock, you might want to look at some challenges Intel is facing
Intel still faces fierce competition from hig...
I feel that Intel stock would be interesting to watch for 2024, but if you plan to load up on Intel stock, you might want to look at some challenges Intel is facing
Intel still faces fierce competition from hig...
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We have seen global efforts to create policies, new plants and marketplaces for semiconductors, yet unpredictable demand continue to cast doubt on what the future will bring.
As we are nearing end of 2023, the global chip shortage that was sparked in early 2020 due to the COVID-19 pandemic has still not fully recovered, and there is no clear indication on when it will end.
The reason why is because the digital electronic device today is n...
As we are nearing end of 2023, the global chip shortage that was sparked in early 2020 due to the COVID-19 pandemic has still not fully recovered, and there is no clear indication on when it will end.
The reason why is because the digital electronic device today is n...
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$Intel (INTC.US)$ have been going up for the longest time, but will this upward trend continue? With ARM IPO coming next week (11 Sep), will Intel get to benefit from the chips makers hype?
There are several prominent investors in ARM IPO and Intel is one of their important partner when they announced a “multigeneration” agreement to optimize Intel's upcoming 18A fabrication process for use with ARM designs and intellectual property in Apr...
There are several prominent investors in ARM IPO and Intel is one of their important partner when they announced a “multigeneration” agreement to optimize Intel's upcoming 18A fabrication process for use with ARM designs and intellectual property in Apr...
$Advanced Micro Devices (AMD.US)$ released its latest Q1'23 results.
Share prices went down after that.
Compared to its arch rivals $NVIDIA (NVDA.US)$which seem to be enjoying more prospects, why has this other GPU maker shared a different fate?
1. Client segment is a major drag
AMD's strength lies in having chips embedded in various consumer electronics.
During the WFH boom, AMD rode on the catalyst.
But as chip supply is deemed surplus now, a glimpse of $Taiwan Semiconductor (TSM.US)$ results w...
Share prices went down after that.
Compared to its arch rivals $NVIDIA (NVDA.US)$which seem to be enjoying more prospects, why has this other GPU maker shared a different fate?
1. Client segment is a major drag
AMD's strength lies in having chips embedded in various consumer electronics.
During the WFH boom, AMD rode on the catalyst.
But as chip supply is deemed surplus now, a glimpse of $Taiwan Semiconductor (TSM.US)$ results w...
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$WiMi Hologram Cloud (WIMI.US)$
The annual Game Developers Conference, GDC, was held in San Francisco from March 20 to 24, USA. As a grand ceremony of the global game industry, in this GDC conference, many XR industry manufacturers appeared, bringing several XR related to the topic for the XR industry around the world.
GDC 2023 Pay high attention to the XR
In addition, a number of the latest XR products and games ...
The annual Game Developers Conference, GDC, was held in San Francisco from March 20 to 24, USA. As a grand ceremony of the global game industry, in this GDC conference, many XR industry manufacturers appeared, bringing several XR related to the topic for the XR industry around the world.
GDC 2023 Pay high attention to the XR
In addition, a number of the latest XR products and games ...
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$WiMi Hologram Cloud (WIMI.US)$
Samsung (SSNGY), once the dominant XR company, specifically mentioned at its product launch last month that it would work with Qualcomm (QCOM) and Google (GOOG) to create a future XR (extended reality) experience.
According to Galaxy Club, Samsung will soon launch an XR headset that can display both VR and AR content, and the headset can also see the outside world through the camera,...
Samsung (SSNGY), once the dominant XR company, specifically mentioned at its product launch last month that it would work with Qualcomm (QCOM) and Google (GOOG) to create a future XR (extended reality) experience.
According to Galaxy Club, Samsung will soon launch an XR headset that can display both VR and AR content, and the headset can also see the outside world through the camera,...
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