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VanEck Semiconductor ETF Newsroom
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Kissinger resigned with a multimillion-dollar salary, and intel began searching for a new CEO.
After intel CEO Pat Gelsinger resigned, the company began evaluating new CEO candidates, most likely to bring in external candidates; Current candidates include Marvell Technology's Matt Murphy and former Cadence CEO Liping Chen, the company has hired headhunting company Spencer Stuart to assist in finding a new CEO.
The chip industry has set its sights on nvidia's next-generation chip: Rubin
morgan stanley stated that nvidia's next-generation Rubin GPU has started preparations half a year in advance, and the expected launch time will be moved up from the first half of 2026 to the second half of 2025. Due to the use of 3nm technology, CPO (Co-Packaged Optics components), and HBM4 (sixth-generation high-bandwidth memory), the chip area of the new GPU generation will be twice that of the previous Blackwell. It is expected that companies in the related industry chain will benefit. Analyst Charlie Chan from morgan stanley stated in a report on December 2 that despite the increasing output of Blackwell chips, considering the new chips'...