Chips News: GPU, CPU in China. Qualcomm Going to Samsung Maybe, Microsoft Accelerator Delayed.
​Lisuan's new GPU lags behind AMD/Nvidia, Loongson's server CPU competitive vs Intel, SMIC's 7nm capacity a bottleneck. Qualcomm may use Samsung's...
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Micron Upcoming Earnings Vs.Hyperscaler CapEx Slowdown
​Micron's strong position in HBM and Nvidia's continued revenue growth suggest positive outcomes for upcoming earnings calls, despite a slowdown in...
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Episode 120: NVIDIA Earnings, The Future of AI inference, China AI and more
Overall, Nvidia is experiencing strong performance in the AI market, particularly in the area of inference, but faces competition and challenges in...
3.5k Views
Two Technical Indicators, And The Top Trades They’re Pointing To Now
Technical analysis can help you keep your zen when markets are volatile and unpredictable. Here's an update on the main ETFs, bitcoin, gold, and...
260 Views
Huawei Unveils HarmonyOS PCs in Challenge to Windows–MacOS Duopoly
Huawei Technologies Co. Ltd. unveiled its first personal computers Monday in Chengdu, with machines powered by the company’s self-developed chips...
364 Views