Tag #Semiconductor

forbes.com
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Cadence Develops First Arm-Based System Chiplet

Cadence Design Systems, in collaboration with Arm, has developed and taped out the industry's first Arm-based system chiplet, designed to manage multiple chiplets within an SoC, streamlining design and accelerating time-to-market for applications like ADAS, drones, and AI data centers.

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40% Bias Score

Industry, Innovation, and Infrastructure
usa.chinadaily.com.cn
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Trump's Second Term: Increased Tensions Over Taiwan?

President-elect Trump's potential second-term Taiwan policy could involve significant economic demands, pressure to shift semiconductor production, increased defense spending, and heightened deterrence against China, potentially exacerbating tensions.

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56% Bias Score

Peace, Justice, and Strong Institutions
cnbc.com
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Tech Stocks Surge in Premarket Trading, While Chinese Stocks Decline

Premarket trading saw significant gains for several tech companies, including Synaptics (up 5.9% due to a Google partnership) and Nvidia (up 1.7%), while Chinese stocks underperformed (MCHI down 1.4%) and several others saw gains based on analyst upgrades.

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36% Bias Score

Industry, Innovation, and Infrastructure
cnbc.com
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Nvidia Stock: Technical Analysis Suggests Potential Downside

Nvidia (NVDA) stock shows bearish technical indicators despite recent price highs, suggesting a potential decline below $132 support, potentially reaching $114, based on technical analysis.

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52% Bias Score

Decent Work and Economic Growth
africa.chinadaily.com.cn
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US Imposes Sweeping New Semiconductor Export Curbs on China

The Biden administration announced new semiconductor export controls impacting 140 companies globally, including major US firms like Applied Materials, and South Korean firms like Samsung, aiming to curb China's technological advancement; China condemned the move as "economic coercion".

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44% Bias Score

nos.nl
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Intel CEO Resigns Amidst AI Competitiveness Challenges and Financial Losses

Intel CEO Pat Gelsinger resigned after nearly four years, citing disappointing financial results and the company's inability to compete in the artificial intelligence market; Intel's stock rose 3% following the announcement despite a 50% drop in value over the last year, 15,000 job cuts, and reduced...

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40% Bias Score

dailymail.co.uk
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DeepSeek's AI Success Triggers American Tech Stock Plunge

DeepSeek's AI assistant outpaced US competitors in download charts, causing a significant drop in American tech stocks (Microsoft -3.7%, ASML -6.8%, Nvidia -13%) and raising concerns about the effectiveness of planned massive investments in the sector.

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48% Bias Score

Reduced Inequality
cnbc.com
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Goldman Sachs Downgrades AMD Stock Amidst Rising Competition

Goldman Sachs downgraded AMD stock to "neutral" from "buy", citing a competitive landscape and setting a $129 price target; the analyst anticipates range-bound stock performance until market confidence improves, while acknowledging that most analysts remain bullish.

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48% Bias Score

Decent Work and Economic Growth
kathimerini.gr
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China's Export Controls Escalate Tech War with US, Impacting East Asian Allies

China imposed export restrictions on gallium, germanium, graphite, and antimony, vital for semiconductor and battery production, in retaliation for US semiconductor import restrictions, impacting its AI development and creating vulnerabilities for US allies Japan and South Korea, heavily reliant on ...

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44% Bias Score

Industry, Innovation, and Infrastructure
forbes.com
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China Investigates Nvidia, Raising Concerns About Tech Dominance

China launched an anti-monopoly investigation into Nvidia on Monday, causing a 2% stock drop, amid rising US-China tensions and China's push for technological self-reliance.

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40% Bias Score

Reduced Inequality
forbes.com
🌐 85% Global Worthiness
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Intel CEO Gelsinger Retires, Leaving Uncertain Future

Intel CEO Pat Gelsinger unexpectedly retired after three and a half years, leaving the company to search for a replacement amid financial pressures from competitors and a major company transformation.

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56% Bias Score

nrc.nl
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Huawei's Resilience in the Face of US Sanctions

This article examines Huawei's response to US sanctions, focusing on its technological innovation, strategic shifts in various sectors, and broader geopolitical implications.

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40% Bias Score

Industry, Innovation, and Infrastructure