AMD Grabs 33% of Server CPU Market and Prepares for Major Processor Launch: Report
AMD claims 33% share in server CPU market, prepares for launch of new processors & unveils GPU roadmap. CFO highlights partnerships & growth in all segments.
Taiwan Semi Leverages Asian Expertise and Culture for Chip Manufacturing Edge
Taiwan Semiconductor Manufacturing Co (TSM) benefits from Asia's skilled engineers and disciplined work culture. Human expertise is crucial in over 1,500 manufacturing steps. Taiwan and South Korea's Confucian cultures are ideal for chip manufacturing. The US needs to embrace Asian cultural aspects and skilled immigrants to regain its edge. TSMC and Samsung are investing in advanced chip technology.
T-Mobile’s $4.4B US Cellular And TDS Deal Promises Enhanced Rural 5G Coverage
T-Mobile agrees to acquire UScellular's wireless operations and expand its 5G network, with expected cost synergies and benefits for customers.
Baozun Beats Revenue Estimates with Strong Q1 Growth, Shares Surge
Baozun reported Q1 2024 revenue growth of 4.9%, beating analyst estimates. Adjusted EPS loss was $0.03. Stock price gained. Services revenue up 4.1%. Cash and equivalents at $408.1M. Baozun making progress in E-commerce and Brand Management. Stock lost 32% in past year.
Grid Dynamics Set For Revenue Surge, GenAI Partnerships, Analyst Says
Wedbush analyst Moshe Katri initiated coverage on Grid Dynamics Holdings Inc (NASDAQ: GDYN) with an Outperform rating and a price target of $13.
What’s Going On With Microchip and NXP Semiconductors Stocks Friday?
Analyst upgrades MCHP and NXPI stock ratings to Buy, giving $115 and $325 price targets respectively. Inventories may peak, improving outlook.
PDD Stock Soars as Goldman Sachs Upgrades Stock On Improved Temu Economics
Goldman Sachs upgraded PDD Holdings (NASDAQ: PDD) stock to Buy, raised price target to $184 due to strong Q1 results and improved business model.
Spotify Discontinues Car Thing Device, Shifts Focus to New User Features
Spotify discontinued its Car Thing device, citing streamlining of product offerings, no replacements planned. Stock up on Friday.
Taiwan Semi Leads While China’s SMIC Climbs to Third in Global Chip Market
Taiwan Semiconductor Manufacturing Co (TSMC) leads in Q1 revenue. China's SMIC ranks 3rd in market share, driven by demand recovery and Huawei partnership.
AMD Chief Lisa Su Foresees Massive Gains in AI and Data Center Efficiency
AMD CEO Lisa Su highlighted progress towards 30x25 goal, aiming for 100x improvement by 2026-27 in compute node power efficiency, addressing AI power consumption concerns through silicon advancements, advanced packaging, and software optimization.