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 Engineering4h
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 ...
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 ...
Samsung's first 2nm process yield rates are quite promising
Samsung Foundry, the company's semiconductor division. The poor yield of its 3nm wafers negatively impacted Samsung ...
TMCnet2d
LQDX and Arizona State University Sign Semiconductor Packaging Collaboration Agreement
Focusses on Advanced IC-Substrates and Next Generation Wafer-Level Packaging ...
Why ACM Research (ACMR) Is Skyrocketing So Far In 2025?
We recently published a list of Why These 15 Semiconductor Stocks Are Skyrocketing So Far In 2025. In this article, we are ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
Raising Soitec's Uncertainty Rating to Very High on Weak Outlook and Structural Concerns
Soitec's photonics wafers are used for data center optical interconnections as higher communication speeds are needed. Soitec's manufacturing technology seems to be the only efficient and reliable way ...
Supercomputer simulation shows why beneficial mutations rarely lead to hypermutators in real organisms
In real life, mutants can arise when their DNA changes to give them an advantage over the rest of the population. A team from the University of Michigan has used simulations on the Pittsburgh ...
Macworld3d
Apple’s M3 nightmare is coming to an end
The new M4 MacBook Air is coming “ relatively soon ” and for Apple, it may not be soon enough. It’s not that there’s anything ...
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 ...