Fujimi: Alternative Way To Gain AI Exposure But With Risks
Fujimi's (FUJXF) annual sales are on the road to recovery thanks to the AI boom. Read why I remain neutral on the stock.
Digi Times4h
Weekly news roundup: ASML CEO signals US advantage; Tongfu reportedly begins HBM2 trial assembly
ASML CEO signals US advantage as China faces 10~15 year gap in advanced chip technology. Christophe Fouquet, CEO of ASML, ...
Rising Complexity and Development Costs of Chip Manufacturing Drive Tokyo Electron's Sales Growth
Tokyo Electron is in a fairly strong financial position. The company has no debt and typically maintains a substantial cash position on its balance sheet, which we believe is appropriate for chip ...
Intel Continues to See Revenue Declines. Can the Stock Rebound?
Intel's (NASDAQ: INTC) fourth-quarter results topped analysts' expectations but also showed a company that continues to ...
We're getting closer to having practical quantum computers - here's what they will be used for
American physicist and Nobel Laureate, Richard Feynman, gave a lecture at the Massachusetts Institute of Technology (MIT) near Boston, in which he outlined a ...
capitalbrief12h
The curious case of Archer Materials, the ASX’s only quantum play
Archer pivoted from resource exploration to quantum computing. Now, six months after its CEO exited, it is at another ...
Arm Holdings (ARM): Record Revenue, But AI Growth Faces Cyclical Headwinds
We recently published a list of 9 Trending AI News Updates on Wall Street’s Radar. In this article, we are going to take a look at where Arm Holdings plc (NASDAQ:ARM) stands against other trending AI ...
Semiconductor Engineering2h
Wafer-Scale Computing for LLMs (U. of Edinburgh, Microsoft)
A Wafer-Scale LLM Inference System” was published by researchers at University of Edinburgh and Microsoft Research. Abstract ...