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.
Semiconductor Engineering3h
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 ...
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 ...
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, ...
If I Could Only Buy 1 Semiconductor Stock, This Would Be It
Taiwan Semiconductor's essential role in enabling the AI infrastructure ecosystem worldwide makes it relatively resilient to ...
tbsnews1d
Developing Bangladesh’s semiconductor workforce through educational reforms
Expanding into the global semiconductor ecosystem could help Bangladesh achieve revenues rivaling the $40 billion earned annually by the RMG sector—if the industry receives similar strategic support ...
Digi Times1d
TSMC tightens restrictions on Chinese IC firms in line with US semiconductor controls
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design ...
Tokyo Electron Shares Drop After Chip Market Outlook Disappoints
Tokyo Electron Ltd. lowered its forecast for the silicon wafer market, adding to a mixed picture around elevated AI ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Applied Materials, Inc (NASDAQ:AMAT), KLA Corp (NASDAQ:KLAC), and Lam Research Corp (NASDAQ:LRCX) became significant ...
ERS electronic Unveils Production, R&D Facility, and Competence Center for Advanced Packaging in Germany
ERS electronic, the industry leader of thermal management solutions for semiconductor manufacturing, celebrated the official ...
PHOTOS: Wolfspeed's massive chip plant enters final phase as company navigates uncertainties
Wolfspeed's ambitious semiconductor factory in Chatham County is approaching completion, but the company faces significant ...