Tag #Semiconductors

Showing 49 to 60 of 179 results

cnbc.com

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Feb 11, 22:14

DuPont Q4 Beats Estimates, Stock Jumps 7% on AI-Driven Growth

DuPont's Q4 2024 exceeded expectations with \$3.09 billion in net sales and \$1.13 adjusted EPS, driven partly by AI semiconductor market exposure, resulting in a 7% stock surge; the company plans a spin-off by November 1, 2024.

DuPont Q4 Beats Estimates, Stock Jumps 7% on AI-Driven Growth

DuPont's Q4 2024 exceeded expectations with \$3.09 billion in net sales and \$1.13 adjusted EPS, driven partly by AI semiconductor market exposure, resulting in a 7% stock surge; the company plans a spin-off by November 1, 2024.

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What were the key financial results of DuPont's Q4 2024, and how did the market react?

DuPont's Q4 2024 net sales reached \$3.09 billion, exceeding expectations by \$0.02 billion, while adjusted EPS of \$1.13 significantly surpassed the projected 98 cents. This strong performance, fueled partly by the AI semiconductor market, led to a 7% stock surge on Tuesday, reaching nearly \$82 per share.

lexpress.fr

🌐 90% Global Worthiness

Feb 8, 10:07

DeepSeek's Open-Source AI Model Triggers \$600 Billion Market Drop

DeepSeek's open-source AI model, trained using significantly fewer resources than competitors, caused a \$600 billion market capitalization drop, highlighting concerns about the true computational needs of AI and challenging Nvidia's dominance while boosting China's efforts in AI infrastructure.

DeepSeek's Open-Source AI Model Triggers \$600 Billion Market Drop

DeepSeek's open-source AI model, trained using significantly fewer resources than competitors, caused a \$600 billion market capitalization drop, highlighting concerns about the true computational needs of AI and challenging Nvidia's dominance while boosting China's efforts in AI infrastructure.

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How did DeepSeek's resource efficiency in training its AI model influence investor reactions and market valuations?

The market reacted to DeepSeek's efficiency, achieved by using 2.8 million GPU hours compared to GPT-4's 50 million, raising questions about the real computational needs of AI. However, the initial training phase is resource-intensive, and the difference in GPU count (2,048 vs. tens of thousands) is less significant than initially perceived when compared to Nvidia's projected 6.5 million GPU deliveries in 2025.

cnbc.com

🌐 75% Global Worthiness

Feb 5, 01:10

AMD Beats Q4 Earnings Expectations but Misses Data Center Target

AMD's Q4 2024 earnings beat expectations with $7.66 billion in revenue and $1.09 adjusted EPS, but missed data center sales projections, resulting in a 6% stock drop; the company projects strong double-digit growth in 2025.

AMD Beats Q4 Earnings Expectations but Misses Data Center Target

AMD's Q4 2024 earnings beat expectations with $7.66 billion in revenue and $1.09 adjusted EPS, but missed data center sales projections, resulting in a 6% stock drop; the company projects strong double-digit growth in 2025.

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What is AMD's outlook for future growth, and what factors are likely to drive it?

AMD's projection of strong double-digit revenue and EPS growth in 2025 suggests confidence in future performance. The company's data center AI franchise, already exceeding $5 billion in 2024 revenue, is poised for substantial expansion to tens of billions in the coming years, driven by increasing demand for its Instinct GPUs from major cloud providers like Meta and Amazon.

english.kyodonews.net

🌐 85% Global Worthiness

Feb 3, 19:12

Ishiba to seek Trump's Japan visit amid China tensions

Japanese Prime Minister Ishiba will meet with U.S. President Trump this week to discuss strengthening the Japan-U.S. alliance amid rising security concerns, particularly China's military activity near Taiwan and the Senkaku Islands; Ishiba plans to invite Trump to visit Japan later this year.

Ishiba to seek Trump's Japan visit amid China tensions

Japanese Prime Minister Ishiba will meet with U.S. President Trump this week to discuss strengthening the Japan-U.S. alliance amid rising security concerns, particularly China's military activity near Taiwan and the Senkaku Islands; Ishiba plans to invite Trump to visit Japan later this year.

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Peace, Justice, and Strong Institutions

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How will the planned discussion of economic security cooperation affect the geopolitical dynamics in the region?

Ishiba's visit aims to solidify the Japan-U.S. alliance by establishing a strong personal relationship with Trump. This strategic move comes as China increases its military presence in the region, creating instability. The meeting will likely cover economic security cooperation in advanced technologies and energy, reflecting shared interests.

cnbc.com

🌐 75% Global Worthiness

Jan 31, 04:09

Samsung Q4 Revenue Beats Estimates, but Profit Falls Amid Increased RD

Samsung Electronics reported better-than-expected fourth-quarter revenue of KRW 75.8 trillion ($52.2 billion), but operating profit fell to KRW 6.5 trillion due to higher R&D expenses in its chip segment; the company expects a memory market recovery in 2025.

Samsung Q4 Revenue Beats Estimates, but Profit Falls Amid Increased RD

Samsung Electronics reported better-than-expected fourth-quarter revenue of KRW 75.8 trillion ($52.2 billion), but operating profit fell to KRW 6.5 trillion due to higher R&D expenses in its chip segment; the company expects a memory market recovery in 2025.

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What is the most significant impact of Samsung's fourth-quarter results on the global technology market?

Samsung Electronics reported better-than-expected fourth-quarter revenue of KRW 75.8 trillion ($52.2 billion), exceeding its own guidance. However, operating profit dropped sharply to KRW 6.5 trillion due to increased R&D expenses in its chip segment, falling nearly 30% quarter-on-quarter despite a 130% year-on-year increase. Samsung shares fell 2.2% following the report.

cnbc.com

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Jan 30, 01:07

Mixed After-Hours Trading: IBM Soars, Others Falter

After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.

Mixed After-Hours Trading: IBM Soars, Others Falter

After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.

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What were the key financial results that drove the significant after-hours stock price movements for major tech companies?

IBM shares surged 9% due to exceeding fourth-quarter expectations with adjusted earnings of $3.92 per share and revenue of $17.55 billion, surpassing analyst predictions of $3.75 per share and $17.54 billion respectively. Meta Platforms also saw a 5% share increase after exceeding earnings and revenue expectations.

dailymail.co.uk

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Feb 10, 16:12

EnSilica's Chip Sales Double, Despite Overall Turnover Decrease

EnSilica, an Oxfordshire-based technology firm, saw its chip supply sales surge 164 percent to £2.9 million in the first half of the year, driven by five new contracts including deals with Siemens and SIAE Microelettronica, while overall turnover decreased due to a business model shift, leading to a...

EnSilica's Chip Sales Double, Despite Overall Turnover Decrease

EnSilica, an Oxfordshire-based technology firm, saw its chip supply sales surge 164 percent to £2.9 million in the first half of the year, driven by five new contracts including deals with Siemens and SIAE Microelettronica, while overall turnover decreased due to a business model shift, leading to a...

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What is the primary driver of EnSilica's projected revenue increase, and what are the immediate financial implications?

EnSilica, an AIM-listed chip supplier, reported a 164 percent surge in chip supply sales to £2.9 million in the first half of the year. The company anticipates over £6 million in total supply revenue this year, more than double its previous year's performance, based on secured orders and production schedules. This growth is driven by five new contracts, including significant deals with Siemens and SIAE Microelettronica.

cnbc.com

🌐 85% Global Worthiness

Feb 6, 19:08

Morgan Stanley Reiterates Nvidia as Top Pick Despite DeepSeek-Fueled Sell-Off

Morgan Stanley reaffirmed its overweight rating on Nvidia stock despite a recent sell-off triggered by Chinese AI startup DeepSeek, citing strong near-term demand and long-term leadership in the AI inference market. The analyst's $152 price target suggests a 22% upside, while Nvidia's stock is down ...

Morgan Stanley Reiterates Nvidia as Top Pick Despite DeepSeek-Fueled Sell-Off

Morgan Stanley reaffirmed its overweight rating on Nvidia stock despite a recent sell-off triggered by Chinese AI startup DeepSeek, citing strong near-term demand and long-term leadership in the AI inference market. The analyst's $152 price target suggests a 22% upside, while Nvidia's stock is down ...

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What is the immediate impact of DeepSeek's emergence on Nvidia's stock and near-term prospects?

Despite a recent sell-off in tech stocks fueled by Chinese AI startup DeepSeek, Morgan Stanley analyst Joseph Moore reiterated Nvidia as a top pick, citing strong near-term business and continued customer demand. Moore's $152 price target suggests a 22% upside potential. Nvidia's stock, while down 6% this year, has soared 85% over the past year.

welt.de

🌐 75% Global Worthiness

Feb 4, 10:09

Infineon Q1 Results Exceed Expectations Despite Revenue Drop

Infineon's Q1 revenue fell 8 percent year-on-year to €3.4 billion, exceeding internal expectations despite weak demand; profit dropped over 50 percent to €246 million, but the company anticipates stable or slightly rising revenue for the rest of the fiscal year due to a weaker Euro and recovering de...

Infineon Q1 Results Exceed Expectations Despite Revenue Drop

Infineon's Q1 revenue fell 8 percent year-on-year to €3.4 billion, exceeding internal expectations despite weak demand; profit dropped over 50 percent to €246 million, but the company anticipates stable or slightly rising revenue for the rest of the fiscal year due to a weaker Euro and recovering de...

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What were the key factors influencing Infineon's financial performance in Q1, and what is the immediate impact on the company?

Infineon's Q1 results, while showing an 8 percent year-on-year revenue decline to €3.4 billion due to weak demand, exceeded internal expectations. Profit dropped over 50 percent to €246 million, avoiding a loss unlike the previous quarter.

cnbc.com

🌐 90% Global Worthiness

Feb 1, 04:07

DeepSeek Controversy Causes $600 Billion Nvidia Stock Plunge

CNBC's Jim Cramer cast doubt on DeepSeek's claim of a low-cost AI model, suggesting the Chinese startup may have misled investors, causing Nvidia's stock to lose $600 billion in one day due to concerns about lower demand for its chips; a report from SemiAnalysis estimates DeepSeek's actual cost to b...

DeepSeek Controversy Causes $600 Billion Nvidia Stock Plunge

CNBC's Jim Cramer cast doubt on DeepSeek's claim of a low-cost AI model, suggesting the Chinese startup may have misled investors, causing Nvidia's stock to lose $600 billion in one day due to concerns about lower demand for its chips; a report from SemiAnalysis estimates DeepSeek's actual cost to b...

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Reduced Inequality

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How did the initial reports of DeepSeek's low-cost AI model contribute to the dramatic shift in investor sentiment toward Nvidia?

The controversy surrounding DeepSeek's cost claims highlights the intense competition and rapidly evolving dynamics within the AI chip market. Investor concerns stemmed from the potential for lower demand for Nvidia's chips if competitors could produce comparable models at significantly lower costs. This situation underscores the volatility inherent in the technology sector, where market valuations can shift dramatically based on perceived technological breakthroughs.

french.china.org.cn

🌐 85% Global Worthiness

Jan 30, 07:07

ASML CEO Welcomes DeepSeek's AI Cost Reduction, Predicts Increased Semiconductor Demand

ASML CEO Christophe Fouquet lauded the cost-reducing potential of Chinese AI startup DeepSeek's technology on Wednesday, predicting increased semiconductor demand and long-term benefits for ASML following the release of 2024 financial results that exceeded expectations, causing an over 5% stock pric...

ASML CEO Welcomes DeepSeek's AI Cost Reduction, Predicts Increased Semiconductor Demand

ASML CEO Christophe Fouquet lauded the cost-reducing potential of Chinese AI startup DeepSeek's technology on Wednesday, predicting increased semiconductor demand and long-term benefits for ASML following the release of 2024 financial results that exceeded expectations, causing an over 5% stock pric...

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How will DeepSeek's cost-effective AI technology impact the semiconductor industry and ASML's market position in the near term?

ASML CEO Christophe Fouquet welcomed the rise of Chinese AI startup DeepSeek, stating that any technology lowering AI costs ultimately benefits ASML long-term. This follows ASML's 2024 financial results exceeding expectations, with shares rising over 5% on Wednesday.

nos.nl

🌐 85% Global Worthiness

Jan 29, 16:12

ASML Exceeds 2024 Revenue Expectations Amidst Chip Industry Headwinds

ASML reported €28.3 billion in 2024 revenue, exceeding expectations despite industry challenges, with a record-breaking Q4 driven by €7 billion in orders and projecting €30-€35 billion in revenue for 2025.

ASML Exceeds 2024 Revenue Expectations Amidst Chip Industry Headwinds

ASML reported €28.3 billion in 2024 revenue, exceeding expectations despite industry challenges, with a record-breaking Q4 driven by €7 billion in orders and projecting €30-€35 billion in revenue for 2025.

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What are the key factors driving ASML's 2024 revenue performance and its implications for the global chip industry?

ASML, a Dutch chip machine maker, narrowly exceeded its 2024 revenue target, reaching €28.3 billion. The final quarter was exceptionally strong, with €9.3 billion in revenue—€1.8 billion above the previous record. This follows a predicted slowdown in growth from previous years.

Showing 49 to 60 of 179 results