July 6, 2025 10:11 PM GMT Greater China Semiconductors | Asia Pacific China WFE outlook remains strong in 2H25 and 1H26 We remain positive on China's wafer fab equipment (WFE) market, thanks to better-than-expected logic foundry demand in 2H25 and ongoing share gains driven by localization demand. We expect a robust 2H25 for China WFE: After our Asia Semi trip (Semiconductors: Takeaways from Taiwan/Beijing (30 Jun 2025), European Semiconductors: Our takes from Taiwan (1 Jul 2025)), we now foresee much stron ...

Google's 2025 Sustainability report discloses 27% y/y higher 2024 electricity use (+25% NA, +32% int'l), stalling gains in 24/7 carbon-free energy & surging water use as Google continues to employ evaporative cooling. Alphabet's 2025 Sustainability report suggests hyperscalers are on track for 7th consecutive year of 25%+ y/y electricity demand, even before surging AI inference demand. The report indicates that GOOG's electricity use increased 27% y/y (+25% North America, +32% int'l) in 2024 to ~32 terawatt ...

Hey. Thank you for coming. It is always a pleasure to be the last session of a conference before, you get done.Because I'm between you and whatever you're going to do for the rest of the evening. Hey, my name is Ravi Swamy. Okay.I actually run the server product and engineering teams for epic. Essentially responsible for putting the epic products on our roadmap and then carrying it forward and delivering to our customers. Today, what I'm going to do is I'm actually, nav here was supposed to be my co-present ...

Google Convinces OpenAI to Use TPU Chips in Win Against Nvidia Qianer Liu Jun 27, 2025, 1:09pm PDT Photos via Getty, collage by Mike Sullivan OpenAI, one of the world's biggest customers of Nvidia artificial intelligence chips, recently began renting Google's AI chips to power ChatGPT and other products, the first time it has used non-Nvidia chips in a meaningful way, according to a person who is involved in the arrangement. The deal also shows how Google's longtime strategy of developing technology or busi ...

Flash | 11 Jun 2025 03:33:09 ET │ 12 pages Global Semiconductors Global DRAM Demand Upside from GDDR7 in 2H25E We expect the global memory supply shortage to intensify in 2H25E due to rising GDDR7 demand on the aggressive development of AI inference models and edge AI devices. Along with the tailwind from DRAM content upgrade in upcoming iPhone models in 2H25E, we see GDDR7 and LPDDR5X as additional meaningful growth drivers for 2H25E global DRAM demand. Reiterate Buy on SK Hynix and Samsung Electronics. GD ...

Equity Research Report Microsoft (MSFT US) Agentic Web Likely to Accelerate AI Inference Development | Huatai Research | Company Update | Rating (Maintain): | BUY | | --- | --- | --- | --- | | 9 June 2025 │ US | Application Software | Target price (USD): | 564.57 | Microsoft is leveraging its enterprise DNA and Azure product advantages to build a foundational platform for the Agentic Web, establishing a coordinated development system featuring Azure AI Foundry on the cloud and Windows AI Foundry on the edge ...

In this articleNVDAwatch nowNvidia reported strong fiscal first-quarter earnings on Wednesday.Wall Street was pleased with Nvidia's continued sales growth, which hit 69% during the quarter. The company's data center division continues to surge as companies, countries, and cloud providers snap up Nvidia graphics processors, or GPUs, for artificial intelligence software."The team continues to maintain a 1- 2 step lead ahead of competitors with its silicon/hardware/software platforms and a strong ecosystem, an ...

Core Insights - Supermicro has begun taking orders for enterprise AI systems featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, enhancing performance for various AI workloads [1][2][3] - The systems are designed to support AI inference, development, generative AI, and other applications across multiple industries [1][6] - Supermicro's collaboration with NVIDIA aims to accelerate the deployment of on-premises AI solutions through validated designs and full-stack integrations [2][3] Company Offerings - Supermicro offers over 100 accelerated computing servers compatible with NVIDIA PCIe GPUs, including the RTX PRO 6000 Blackwell [4] - The new MGX-based system, SYS-212GB-NR, features a single-socket architecture that supports up to 4 GPUs, targeting edge AI solutions [7][8] - The product lineup includes various system families such as 5U PCIe accelerated computing systems, MGX systems, and edge-optimized systems, catering to diverse workload requirements [9][10][11] Industry Impact - The introduction of AI factories is expected to enable enterprises to make data-driven decisions and adapt quickly to market changes [6] - Supermicro's systems are designed to reduce the number of servers needed for advanced AI applications, thereby lowering deployment costs [8] - The focus on edge AI solutions reflects a growing demand for AI inference capabilities closer to data sources, enhancing operational efficiency [6][8]

May 9, 2025 04:58 AM GMT SMIC | Asia Pacific Weak 2Q25 guidance; EW 2Q25 guidance missed: SMIC guided 2Q25 revenue to be down by 4-6% Q/Q and GM of 18-20% (down 2.5-4.5ppts Q/Q), due to: 1) blended ASP decline given lower yield caused by one-time maintenance incident and new equipment's underperformance; 2) rising equipment depreciation. Management believes new equipment debugging will take time and blended ASP pressure may persist until Q3. Here are some key takeaways from SMIC's 1Q25 analyst meeting: Keep ...

MARA Holdings (MARA) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Robert Samuels - VP - Investor RelationsFred Thiel - Chairman and CEOSalman Khan - CFOStephen Glagola - Director - Equity Research Operator At this time, it is my pleasure to turn the floor over to your host, Robert Samuels, VP of Investor Relations. Sir, the floor is yours. Robert Samuels Thank you, operator. Good afternoon and welcome to Mara's First Quarter twenty twenty five Earnings Call. Thank you for joining us t ...