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I’ve generally worked under the assumption that rising yields and rate hikes would pressure hyperscaler stocks. Especially now, with so many hyperscalers resorting to debt to finance their AI capex. Hyperscalers are the primary spenders and most likely to be impacted by high interest rates. But hyperscalers are mostly higher today after Kevin Warsh’s speech at Jackson Hole even as the market is…
On Monday 24 August Xiaomi launched the Xring O3, its own flagship phone system on chip, built on TSMC's 3nm N3P process. 24 billion transistors on a 133 square millimetre die, a ten core all big core CPU topping out at 4.35GHz, and a 16 core GPU. It is the first smartphone system on chip to support LPDDR6, at 113.8 GB/s, which is 48% more memory bandwidth than the prior generation setup. The…
submitted by /u/joe4942 [link] [comments]
Needham says the semi upcycle is broadening into mature-node chips, with tightening mainstream supply while memory remains the strongest driver. Latest read: - Global semiconductor sales momentum hit its strongest level since 1984 - DDR5 spot prices hit repeated record highs in August - Wafer shipments increased QoQ across all foundries - Silicon MSI rose 7% YoY and 9% QoQ in Q2 - July WFE imports…
Have a general question? Want to offer some commentary on markets? Maybe you would just like to throw out a neat fact that doesn't warrant a self post? Feel free to post here! If your question is "I have $10,000, what do I do?" or other "advice for my personal situation" questions, you should include relevant information, such as the following: How old are you? What country do you live in? Are…
submitted by /u/rtnaht [link] [comments]
Seems like a big opportunity for someone to step in. I think OpenAI has a few billion in revenue so if someone can serve them profitably that will be a big boon. Maybe Meta? As far as corporate compute, maybe businesses will start competing for chips with the big guys, and we'll see smaller forms building their own NVL72 clusters. It would obviously be capex intensive and a big bet, but if you…
$MRVL CEO ON FY27/FY28 OUTLOOK: “We now expect overall Marvell revenue in FY27 to grow ~45% YoY to roughly $12B... data center revenue to grow ~60%.” “Looking ahead to FY28... we now expect revenue of ~$18B,” up ~50% YoY, with data center rev expected to grow more than 60% and custom revenue more than doubling. For communications & other end markets, “we currently expect FY27 growth to approach…
submitted by /u/Force_Hammer [link] [comments]
submitted by /u/joe4942 [link] [comments]
