We preview another busy week of earnings, which should show short term strength in equipment revenues amid continued geopolitical spending drivers. ALAB (EW, reporting after the market close on Monday, February 10): We expect another strong quarter as Astera benefits from Amazon's Trainium ramp. The supply chain continues to indicate a very steep ramp in Amazon's Trainium units, where Astera has significantly higher content. We think it is likely there will be upside in the March quarter from what we and th ...

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 January 8, 2025 08:21 AM GMT Semiconductors | North America CES Day 1 Recap: NVDA MU INTC QCOM ON SLAB AEVA We provide a summary of several public or private meetings from the consumer electronics show. NVIDIA had the biggest news, though in consumer/auto (as should be expected given the nature of CES) rather than data center. Outside of AI, other markets remain mixed. NVDA: CEO Jensen Huang's keynote in front of 6,000, and Q&A session with a large group of financial ...

1 101 TECH TRENDS THAT WILL AND WON'T HAPPEN IN 2025 www.abiresearch.com 101TECHNOLOGY TRENDS THAT WILL—AND WON'T— SHAPE 2025 From Our Chief Research Officer This last year has been fraught with challenges and headwinds. Global conflict to waning inflationary pressure to political uncertainty have all put pressure on enterprise and consumer spending. The result is markets with built-in inertia, short-termism in relation to technology investments, cash on the sidelines, and an ultimate sorting of wheat from ...

Good day, everyone, and welcome to today's GitLab third quarter fiscal year 2025 conference call. At this time, all participants are in view and listen only mode. Later, you will have the opportunity to ask questions during the question and answer session. If you'd like to ask a question, please use the raise hand function located in the menu of your Zoom controls at the bottom of your screen. In addition, please ensure your Zoom name reflects your full name and the firm you are joined with. And if you are ...

| --- | --- | --- | --- | --- | |---------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | ANALYZING | | | | | | THE SURGING | | | | | | EXOSKELETON MARKET | | | | | | | | | | | | --- | --- | --- | --- | |-------|-------|--------------------|-------| | | | | | | | | | | | | | HOW INDUSTRIES ARE | | | | | | | | | | BENEFITTING FROM | | | | | EXOSKELETON USAGE | | Workplace injuries cost companies billions of dollars every year. When someone gets injured on the j ...

KEY TAKEAWAYS FROM HUAWEI'S MOBILE BROADBAND FORUM A ABiresearch. HUAWEI CONTINUES TO INNOVATE WITH 5.5G AND MOBILE AI EXECUTIVE SUMMARY Dimitris Mavrakis, Senior Research Director Huawei held its annual Global Mobile Broadband Forum 2024 (MBBF 2024) in Istanbul in November, showcasing cuttingedge innovations and reinforcing its strategic commitment to Turkish operators, which have yet to launch 5G services. With a spectrum auction anticipated in 2025 and a large-scale 5G launch projected for 2026, Turkey's ...

THE BEST OF IMTS 2024: KEY TAKEAWAYS FROM THE INTERNATIONAL MANUFACTURING TECHNOLOGY SHOW | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------|--------|-------------------|-------|------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | PIRING | | | | | | | | | | | | THE EXTRAORDINARY | | EAST BUILDING ". amTS | | | | | | | | | | | STUCENNJJHHIT 2022 | | | | | | | | | | | | | | | | A ABir ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The technology landscape is rapidly evolving with significant advancements in AI, cloud computing, and digital transformation, presenting both opportunities and challenges for companies in various sectors Group 1: AI and Digital Transformation - Georgia Pacific is leveraging AI and Generative AI to enhance manufacturing processes, aiming to predict equipment failures 60 to 90 days in advance [2][3] - The company has partnered with KCG Technologies, AWS, C3 AI, and SAS to implement AI solutions, utilizing over 60,000 sensors across its equipment [3] - AI tools are designed to optimize machine settings and provide operational insights, enabling less experienced workers to perform at higher competency levels [4][5] Group 2: Fleet Management and Safety - Samsara introduced AI-based solutions to address driver fatigue, which is a significant cause of trucking accidents in the U.S., with nearly half of such accidents attributed to this issue [6][7] - The company’s dual-facing AI dashcam detects signs of drowsiness and alerts drivers and safety managers, filling a critical gap in fleet safety [6] Group 3: Automotive Industry Developments - Volkswagen is entering a joint venture with Rivian, investing an initial US$1 billion to enhance its software capabilities in the electric vehicle market [9][10] - This partnership aims to leverage VW's capital and supply chain influence alongside Rivian's software expertise to compete in the evolving automotive landscape [10][11] Group 4: Cloud Computing in Asia-Pacific - The Asia-Pacific region is becoming a hub for technology innovation, with major cloud providers like AWS and Microsoft investing heavily in local infrastructure [16][17] - AWS plans to invest US$12 billion in Singapore's cloud infrastructure over the next four years, while Microsoft is investing US$4.6 billion in Indonesia and Japan [16] Group 5: Carbon Capture Technology - Carbon Capture, Utilization, and Storage (CCUS) technology is seen as essential for achieving Net Zero Emissions by 2050, yet it currently captures only 0.1% of global emissions [20][22] - Significant financial investments are required for CCUS implementation, which has hindered its adoption despite its potential [21][22] Group 6: Drone Industry Opportunities - The potential U.S. ban on DJI drones could create opportunities for new drone hardware providers, as DJI currently dominates the consumer-grade drone market [25][26] - Regulatory changes are also paving the way for new drone applications, with countries developing infrastructure to support drone operations [26][27]

ABiresearch SIEMENS This whitepaper demonstrates Siemens' software-forward approach to decarbonizing buildings with a "one-stop" platform for sustain- ability—Building X. The Building X platform streamlines data collec- tion and reporting with the Sustainability Manager, Energy Manager to enhance operations, and Comfort AI for proactive maintenance and optimization. Through the Building X partner ecosystem, building operations are automated; new opportunities for green initiatives, real- time monitoring and ...

SIEMENS' BUILDING X OPEN PLATFORM AND DEVELOPER ECOSYSTEM INTRODUCTION AND EXECUTIVE SUMMARY Dominique Bonte, VP End Markets and Verticals Rithika Thomas, Senior Analyst CONTENTS INTRODUCTION AND EXECUTIVE SUMMARY ..........1 SIEMENS BUILDING X BRINGS OPENNESS TO THE SMART BUILDINGS MARKET .......................................1 BUILDING X OPEN PLATFORM LEVERAGES DEVELOPER ECOSYSTEM TO BRING SOLUTIONS TO THE MARKET...............2 THE ROLE OF BUILDING X IN A FAST-EVOLVING SMART BUILDINGS MARKET ........... ...