By Ozan Ergenay (Reuters) -Siltronic on Tuesday narrowed its annual profit margin outlook alongside third-quarter results which were in line with market expectations despite a negative currency impact and deliveries shifting into the next quarter. The German semiconductor materials supplier reported sales of 300.3 million euros ($350.2 million) for the period, down from 357.3 million euros a year earlier. That was broadly in line with analysts' average forecast of 300.7 million euros, according to a poll ...

Core Insights - The article discusses the investment positions held by analysts in major semiconductor companies, specifically Intel (INTC), NVIDIA (NVDA), and AMD, indicating a bullish sentiment towards these stocks [1]. Company Analysis - Intel (INTC) is highlighted as a company with significant long positions from analysts, suggesting confidence in its future performance [1]. - NVIDIA (NVDA) is also mentioned as a company where analysts have beneficial long positions, reflecting optimism about its growth prospects in the semiconductor market [1]. - AMD is included in the discussion, with analysts expressing a favorable outlook based on their investment positions, indicating potential for future gains [1].

My assessment of Sir, Cerebral says, is that you claim that the technology is as competitive or better than what invidious systems offer, and you are aggressively building out that infrastructure and you are doing deals with end customers in the context of this funding round. What's your priority here. Sure.I think it's not just what, what what we think. Every third party benchmark has shown that we are order 20 times faster than in video use at four for inference work. So that's for the using of AI.And so ...

China Market Update: Alibaba AI Chip Announcement, Baidu Becomes “bAIdu” https://t.co/odDxEUoLfU https://t.co/hNxJXTyJEO ...

it doesn't mean that it can't happen. And when it does, people will feel a little nervous. >> I want to move and talk about since we since you mentioned sort of mega-cap tech, why the money continues to go there.Nvidia did get its target raise today. The stock's been trading around a new high. But the news today of what the president just referred to in his news conference called a restrictive covenant regarding Nvidia and AMD.And these 15% the pay of China chip sales, the revenue to the US government is re ...

European Leaders Want to Speak to Trump Before He Meets Putin, Nvidia and AMD to Pay 15% on China AI Chip Sales, and President Trump to Address Crime in DC. Get all the news you need to start your day on the Bloomberg Daybreak podcast. https://t.co/54YxuQALfI ...

South Korean AI Chip Startup FuriosaAI Raises $125 Million https://t.co/Da0zZLFO1c https://t.co/Da0zZLFO1c ...

South Korean AI Chip Startup FuriosaAI Raises $125 Millionhttps://t.co/gOUbL3eWnH https://t.co/bxfn125XJ4 ...

AI Chip Sales & Geopolitics - Nvidia and AMD are resuming some AI chip sales to China after securing licenses and approvals from the US government [1][5] - Jensen Huang believes US export controls on AI chips have been a failure and put US competitiveness at risk [1] - If Nvidia can't sell modified AI chips to China, the US risks ceding the market to Huawei, potentially allowing Huawei to export AI technology [1][6] - The US government views AI chip export curbs as a negotiating chip in trade talks with China, potentially linked to rare earth exports [1][5] - The Biden administration's policy is to not sell state-of-the-art semiconductors to China, with H20 chips being a heavily depreciated exception within trade negotiations [6] - The US aims to encourage business relationships with Gulf States, creating a pathway for them to purchase American technology and chips for data centers [6] Crypto & Regulation - Two investigations into Poly Market by the DOJ and CFTC have been dismissed [1] - There's a "tectonic shift" towards getting back to fundamentals and clarity in crypto regulation, with bipartisan support in Congress [2] - Stablecoin regulation is expected to move forward, with potential for House and Senate versions to be reconciled [2] Energy & AI - Surging demand for energy to power AI is a key focus, particularly in Pennsylvania [2][5] - The US Energy Secretary emphasizes enabling private businesses to build and invest in energy infrastructure to meet rising demand [2] - Mark Zuckerberg is pledging billions in energy centers, raising concerns about energy sources [2] - Pennsylvania is a massive energy producer and could grow production further to power AI, potentially keeping the US ahead of China in the AI race [3] - A 50% tariff on copper could speed up copper mining in the US, as copper is essential for data centers [3] Mergers & Acquisitions - Cognition is acquiring the remainder of Windsurf, citing a clean fit in products, enterprise focus, and customers [1][8][9] - The Windsurf acquisition aims to combine Windsurf's IDE with Cognition's software agent, Devon, to accelerate code production [9][19][20] - The acquisition terms include immediate consideration for all Windsurf employees, integrating them into Cognition [15] Next Door App Redesign - Next Door has launched a redesigned app focused on safety alerts, local news, and recommendations [4] - Next Door aims to become a daily habit for users, with the ambition of reaching over 1 billion users [4] - Next Door is inviting local publishers to use the platform as a distribution mechanism for local news [4]

Taiwan Billionaire Tsai’s Cathay Venture Joins $152 Million Round In French AI Chip Startup SiPearl https://t.co/JrsTKbbxb3 ...