Qualcomm Wins Arm Lawsuit: Implications for Licensing and Royalties
A jury ruled that Qualcomm didn't breach its agreement with Nuvia, allowing it to continue using Nuvia technology for custom CPUs, but couldn't decide on Nuvia's potential breach; this impacts Arm's royalty revenue and future licensing strategies.
Qualcomm Wins Arm Lawsuit: Implications for Licensing and Royalties
A jury ruled that Qualcomm didn't breach its agreement with Nuvia, allowing it to continue using Nuvia technology for custom CPUs, but couldn't decide on Nuvia's potential breach; this impacts Arm's royalty revenue and future licensing strategies.
Progress
40% Bias Score
Congress to Vote on Bill Restricting U.S. Investment in Chinese Technology
The U.S. Congress is voting on a bill restricting U.S. investments in Chinese technology due to national security concerns, expanding upon January's Treasury rules to include consumer electronics, real estate purchases near sensitive sites, and a study on the security risks of Chinese-made routers a...
Congress to Vote on Bill Restricting U.S. Investment in Chinese Technology
The U.S. Congress is voting on a bill restricting U.S. investments in Chinese technology due to national security concerns, expanding upon January's Treasury rules to include consumer electronics, real estate purchases near sensitive sites, and a study on the security risks of Chinese-made routers a...
Progress
44% Bias Score
Trump's Tariffs, China's Countermoves: A New Era of Economic Competition
President-elect Trump's threat to impose 100 percent tariffs on BRICS countries and other nations if they create an alternative currency to the US dollar, coupled with his planned additional tariffs, could negatively impact the global economy, particularly China, although China's stimulus packages a...
Trump's Tariffs, China's Countermoves: A New Era of Economic Competition
President-elect Trump's threat to impose 100 percent tariffs on BRICS countries and other nations if they create an alternative currency to the US dollar, coupled with his planned additional tariffs, could negatively impact the global economy, particularly China, although China's stimulus packages a...
Progress
32% Bias Score
Broadcom's Market Cap Tops \$1 Trillion Amid AI Boom
Broadcom's stock market capitalization surpassed \$1 trillion after its stock soared 24% on Friday, driven by its strong AI business and successful acquisitions, including VMware, despite a failed attempt to acquire Qualcomm in 2018.
Broadcom's Market Cap Tops \$1 Trillion Amid AI Boom
Broadcom's stock market capitalization surpassed \$1 trillion after its stock soared 24% on Friday, driven by its strong AI business and successful acquisitions, including VMware, despite a failed attempt to acquire Qualcomm in 2018.
Progress
64% Bias Score
Mixed Recovery in Memory and Storage Market: AI Drives SSD Growth, DRAM Prices Fall
The memory and storage market is experiencing a mixed recovery in 2024, with slower-than-expected growth despite rising data center capex; DRAM prices are declining, while SSD demand is rising due to AI; emerging non-volatile memories are growing, especially for embedded applications.
Mixed Recovery in Memory and Storage Market: AI Drives SSD Growth, DRAM Prices Fall
The memory and storage market is experiencing a mixed recovery in 2024, with slower-than-expected growth despite rising data center capex; DRAM prices are declining, while SSD demand is rising due to AI; emerging non-volatile memories are growing, especially for embedded applications.
Progress
32% Bias Score
TSMC's Arizona Fab: Delays, Cost Overruns, and Implications for U.S. Chip Production
TSMC's new $20 billion Arizona chip fab, originally slated for 2024 completion, is now in pilot production, delayed until 2025 due to unforeseen challenges; despite this, Apple is its largest customer, and the plant will produce more advanced 4-nanometer chips than initially planned.
TSMC's Arizona Fab: Delays, Cost Overruns, and Implications for U.S. Chip Production
TSMC's new $20 billion Arizona chip fab, originally slated for 2024 completion, is now in pilot production, delayed until 2025 due to unforeseen challenges; despite this, Apple is its largest customer, and the plant will produce more advanced 4-nanometer chips than initially planned.
Progress
40% Bias Score
Nvidia Stock: Potential 50% Decline to $65
Nvidia's stock, currently at around $130, faces potential decline to $65 due to cooling AI training demand, rising competition (AMD, Intel, Amazon), and decreasing profit margins; this is predicated on revenue growth slowing to 10% and P/E multiple shrinking from 44x to 25x.
Nvidia Stock: Potential 50% Decline to $65
Nvidia's stock, currently at around $130, faces potential decline to $65 due to cooling AI training demand, rising competition (AMD, Intel, Amazon), and decreasing profit margins; this is predicated on revenue growth slowing to 10% and P/E multiple shrinking from 44x to 25x.
Progress
52% Bias Score
Congress to Vote on Bill Limiting US Investment in Chinese Technology
Congress is preparing to vote on a bill restricting US investments in Chinese technology, expanding on January's Treasury rules limiting investments in AI and other sectors vital to national security; the bill also includes provisions addressing concerns about Chinese-made consumer routers and modem...
Congress to Vote on Bill Limiting US Investment in Chinese Technology
Congress is preparing to vote on a bill restricting US investments in Chinese technology, expanding on January's Treasury rules limiting investments in AI and other sectors vital to national security; the bill also includes provisions addressing concerns about Chinese-made consumer routers and modem...
Progress
36% Bias Score
Fairly Valued Growth Stocks Amidst Expensive Market
Several growth stocks, including Micron, AMD, Broadcom, and Teradyne, are considered fairly valued despite the S&P 500's record high and expensive valuation, offering investors alternative opportunities with projected 10%+ earnings and sales growth over the next year.
Fairly Valued Growth Stocks Amidst Expensive Market
Several growth stocks, including Micron, AMD, Broadcom, and Teradyne, are considered fairly valued despite the S&P 500's record high and expensive valuation, offering investors alternative opportunities with projected 10%+ earnings and sales growth over the next year.
Progress
44% Bias Score
AMD's Remarkable Turnaround Under Lisa Su's Leadership
Lisa Su, AMD's CEO, has led the company to a \$205.95 billion market cap from near collapse a decade ago, surpassing Intel in market value and revenue in 2022, highlighting the effectiveness of her long-term strategic plan focused on product quality, customer trust, and operational efficiency.
AMD's Remarkable Turnaround Under Lisa Su's Leadership
Lisa Su, AMD's CEO, has led the company to a \$205.95 billion market cap from near collapse a decade ago, surpassing Intel in market value and revenue in 2022, highlighting the effectiveness of her long-term strategic plan focused on product quality, customer trust, and operational efficiency.
Progress
48% Bias Score
US-China Tech War: Bifurcation Risk and Cooperation Opportunities
The US imposed expanded restrictions on semiconductor exports to China, leading to reciprocal measures from China, raising concerns about the bifurcation of global technology ecosystems, yet highlighting opportunities for cooperation on global challenges.
US-China Tech War: Bifurcation Risk and Cooperation Opportunities
The US imposed expanded restrictions on semiconductor exports to China, leading to reciprocal measures from China, raising concerns about the bifurcation of global technology ecosystems, yet highlighting opportunities for cooperation on global challenges.
Progress
32% Bias Score
US Raises Tariffs on Chinese Solar, Tungsten Products
The Biden administration raised tariffs on Chinese solar wafers and polysilicon to 50% and tungsten products to 25%, effective January 1st, 2024, to protect U.S. clean energy businesses and counter China's trade practices, escalating existing trade tensions.
US Raises Tariffs on Chinese Solar, Tungsten Products
The Biden administration raised tariffs on Chinese solar wafers and polysilicon to 50% and tungsten products to 25%, effective January 1st, 2024, to protect U.S. clean energy businesses and counter China's trade practices, escalating existing trade tensions.
Progress
40% Bias Score