Robotics includes companies involved in the design, creation, and manufacture of robots. These machines can perform tasks autonomously or semi-autonomously, often with the aim of improving efficiency, productivity, and safety across various industries. Robotics companies are rapidly innovating new technology with applications across many industries. They offer opportunities for growth and efficiency, align with long-term automation trends, and have the potential for disruption in emerging markets, making them appealing to investors.
SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development
Apple and Qualcomm will be alarmed! Arm is reportedly planning to raise prices by 300% and develop its own chips.
① The chip architecture service provider Arm plans to increase the licensing fees for its latest architecture by up to 300% and compete with customers by producing its own chips; ② Its customers include Apple, Qualcomm, and Microsoft, and its chips are widely used in portable devices; ③ Arm's self-developed chips may compete with its major clients, and analysts believe this will send shivers down the spines of its customers.
Tianfeng's Ming-Chi Kuo: The mass production capacity of the GB200 NVL72 is low, beware of NVIDIA's short-term risks.
Ming-Chi Kuo stated that the shipment volume of the GB200 NVL72 may be significantly lower than expected, currently about 25,000 to 35,000 units. More seriously, repeated delays have resulted in insufficient market confidence; even though the stock price reacted positively in advance, the lack of market confidence can easily amplify or overly interpret related market rumors.
Express News | TikTok stated the report of a potential sale to Elon Musk is 'pure fiction'
The arrangement for Trump's inauguration ceremony has been announced: it is expected to cost 0.037 million dollars per minute.
① The inauguration activities of the president-elect Trump in the USA have been announced, including an official party, a MAGA rally, and a large fireworks display, with multiple events taking place at Trump's golf course outside Washington, D.C. ② Trump's inaugural committee has raised over $0.17 billion, expected to reach $0.2 billion, spending $0.037 million per minute, far exceeding the record of $8,600 per minute set during Obama's first inauguration.
Quantum Concept stocks have crashed again! Following Jensen Huang, Mark Zuckerberg is also coming to "pour cold water".
① Following Jensen Huang, Meta CEO Mark Zuckerberg has become the latest technology company leader to pour cold water on Quantum Computing; ② On Monday, Zuckerberg warned that the application of Quantum Computing will still take several years; ③ Following Zuckerberg's comments, related concept stocks in the US fell sharply again.